401(k) · DOL Form 5500 · 2023

Spanish Cove Housing Authority 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 154
Participants Small participant base: 45th
Percentile by assets National rank: $34,090
Avg per participant Low balance/head

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Official DOL plan name: Spanish Cove 401(k) Plan · Sponsored by Spanish Cove Housing Authority · Oklahoma · Real Estate

$5M in assets, 154 participants

Spanish Cove Housing Authority's Spanish Cove 401(k) Plan reported $5M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 45th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

#3,064 in Real Estate (4,727 peers)

Coverage in Oklahoma

Spanish Cove 401(k) Plan covers 154 participants in Oklahoma, about 20% of the average Oklahoma filer (state average ~760 per filing). Assets: $5M.

#3,064
in Real Estate (4,727 peers): +26.8%
assets growth YoY

Spanish Cove 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Spanish Cove 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,249,887 45th percentile higher than 45% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Spanish Cove 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spanish Cove 401(k) Plan sits mid-pack in the medium band (154 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Spanish Cove 401(k) Plan reported net income rose from -$748K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Spanish Cove 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Spanish Cove 401(k) Plan reported participants rose from 128 in the plan year 2022 filing to 154 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 731536662 · Spanish Cove Housing Authority PY 2023 · 401(k)

Spanish Cove 401(k) Plan · $5M · 154 · 45th

PHOTO $5M
PHOTO 154
PHOTO 45th
PHOTO 401(k)
PHOTO near Standard Forwarding LLC Union Employees 401(k) Savings Plan
PHOTO ind #3064

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in Oklahoma →

End-of-year total assets ($M) among Spanish Cove 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$1M
Employer EIN	731536662
Plan Effective Date	1999-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Spanish Cove Housing Authority)

Latest sponsor-wide plan assets: $6M 54.57553518237794% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	128	$4M
2023	1	154	$5M
2024	1	172	$6M

Nearby 401(k) Plans in Oklahoma

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Spanish Cove 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Quiktrip Corporation Retirement Plan $4.2B · 11,746
The Williams Investment Plus Plan $1.7B · 5,041
Oneok, Inc. 401(k) Plan $1.2B · 2,965
Bok Financial 401(k) Plan $1.0B · 4,766
Devon Energy Corporation Incentive Savings Plan $933M · 1,858

Compare Spanish Cove 401(k) Plan side-by-side with 3 peers →

Spanish Cove 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Standard Forwarding LLC Union Employees 401(k) Savings Plan in IL ($5M); by covered participants it is Eaze Solutions Inc. Retirement Trust in CA (154 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Standard Forwarding LLC Union Employees 401(k) Savings Plan (IL) $5M · 516
Greenberg & Company Savings & Investment Plan (FL) $5M · 3
Perkins Motor Company, Inc. Profit Sharing Plan (CO) $5M · 112
Personal Healthcare Management, LLC 401(k) Plan (NY) $5M · 1,904

Similar participant headcount

Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.

Eaze Solutions Inc. Retirement Trust (CA) 154 · 0 off
Dennelisse Corporation 401(k) Plan (NY) 154 · 0 off
Pacific Dealership Group Retirement Plan (CA) 154 · 0 off
The Presbyterian Home at Charlotte, Inc. 401(k) Plan (NC) 154 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Spanish Cove 401(k) Plan assets move in 2023? ▼

Spanish Cove 401(k) Plan grew sharply - up 26.8% during 2023, from $4M to $5M. Reported net income was $1M.

How have Spanish Cove Housing Authority plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Spanish Cove Housing Authority's sponsor-wide assets grew 54.6%, from $4M to $6M.

Which 401(k) plans are similar in size to Spanish Cove 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Standard Forwarding LLC Union Employees 401(k) Savings Plan in IL ($5M, 516 participants).

Which 401(k) plans cover a similar participant headcount to Spanish Cove 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Eaze Solutions Inc. Retirement Trust in CA (154 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 731536662.