401(k) · DOL Form 5500 · 2023
Dolese Bros. Co. 401(k) Plan
Data updated 2026-08-25
- $76M
- Total assets Below avg plan size
- 1,004
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $75,950
- Avg per participant Below avg balance/head
Official DOL plan name: Dolese Bros. Co. 401(k) Employees Savings Incentive Plan · Sponsored by Dolese Bros. Co. · Oklahoma · Manufacturing
$76M in assets, 1,004 participants
Dolese Bros. Co.'s Dolese Bros. Co. 401(k) Employees Savings Incentive Plan reported $76M in total assets and 1,004 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #15,755 in Manufacturing (18,722 peers)
Where Dolese Bros. Co. 401(k) Employees Savings Incentive Plan sits by assets
Dolese Bros. Co. 401(k) Employees Savings Incentive Plan sits in the top quartile of all filed plans by assets, $76M for 1,004 participants (~$75,950/participant), up 19.7% in 2023.
- #15,755
- in Manufacturing (18,722 peers)
- +19.7%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Dolese Bros. Co. 401(k) Employees Savings Incentive Plan's outsized position by total assets
Dolese Bros. Co. 401(k) Employees Savings Incentive Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$76,254,289 Top 11% higher than 89% 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
Dolese Bros. Co. 401(k) Employees Savings Incentive Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dolese Bros. Co. 401(k) Employees Savings Incentive Plan lands in the large band (1,004 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dolese Bros. Co. 401(k) Employees Savings Incentive Plan reported net income rose from -$12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Dolese Bros. Co. 401(k) Employees Savings Incentive Plan end-of-year assets rose from $64M in the plan year 2022 filing to $76M in the plan year 2023 filing.
- Dolese Bros. Co. 401(k) Employees Savings Incentive Plan reported participants rose from 975 in the plan year 2022 filing to 1,004 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 731359190 · Dolese Bros. Co. PY 2023 · 401(k)
Dolese Bros. Co. 401(k) Employees Savings Incentive Plan · $76M · 1,004 · 89th
- PCT $76M
- EIN 1,004
- RANK 89th
- PHOTO 401(k)
- IND near Keeco 401(k) Plan
- EOY ind #15755
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 Manufacturing retirement plans → · Plans in Oklahoma →
Dolese Bros. Co. 401(k) Employees Savings Incentive Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | $13M |
| Employer EIN | 731359190 |
| Plan Effective Date | 1998-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dolese Bros. Co.)
Sponsor-wide plan assets over time
All Dolese Bros. Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $266M 28.652740142810263% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,001 | $207M |
| 2023 | 3 | 2,056 | $238M |
| 2024 | 3 | 1,817 | $266M |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Dolese Bros. Co. 401(k) Employees Savings Incentive Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Keeco 401(k) Plan in CA ($76M); by covered participants it is Heart of America 401(k) Plan in IL (1,004 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($76M here).
- Keeco 401(k) Plan (CA) $76M · 818
- Ceco Environmental 401(k) Savings and Retirement Plan (TX) $76M · 600
- Earl Swensson Associates, Inc. Savings & (TN) $76M · 184
- Obermayer Rebmann Maxwell & Hippel LLP Retirement Plan (PA) $76M · 194
Similar participant headcount
Nearest other-state filings by covered participants (1,004 participants); asset peers above are excluded.
- Heart of America 401(k) Plan (IL) 1,004 · 0 off
- Metropolis Employee Services, LLC 401(k) Plan (TN) 1,004 · 0 off
- Cass Information Systems, Inc. 401(k) Plan (MO) 1,004 · 0 off
- Delta Pooled Employer Plan (LA) 1,004 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.