Defined Benefit (Pension) · DOL Form 5500 · 2023

Dolese Bros. Co. Pension Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
60
Participants Small participant base
83rd
Percentile by assets National rank
$681,005
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dolese Pension Plan · Sponsored by Dolese Bros. Co. · Oklahoma · Mining & Oil Extraction

$41M in assets, 60 participants

Dolese Bros. Co.'s Dolese Pension Plan reported $41M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #559 in Mining & Oil Extraction (811 peers)

Where Dolese Pension Plan sits by assets

Dolese Pension Plan sits in the top quartile of all filed plans by assets, $41M for 60 participants (~$681,005/participant), up 0.6% in 2023.

#559
in Mining & Oil Extraction (811 peers)
+0.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Dolese Pension Plan's outsized position by total assets

Dolese Pension Plan vs every filed plan by assets

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

$40,860,309 Top 17% higher than 83% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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

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

Dolese Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dolese Pension Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dolese Pension Plan reported net income rose from -$12M in the plan year 2022 filing to $230K in the plan year 2023 filing.
  • Dolese Pension Plan reported participants rose from 51 in the plan year 2022 filing to 60 in the plan year 2023 filing.
  • Dolese Pension Plan end-of-year assets rose from $41M in the plan year 2022 filing to $41M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 731359190 · Dolese Bros. Co. PY 2023 · Defined Benefit (Pension)

Dolese Pension Plan · $41M · 60 · 83rd

  • TYPE $41M
  • NET 60
  • BOOK 83rd
  • VS-ST Defined Benefit (Pension)
  • BOY near Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust
  • SCH ind #559

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 Mining & Oil Extraction retirement plans → · Plans in Oklahoma →

Dolese Pension Plan in the asset neighbourhood

White House Manufacturing Corporation Retirement PlanWhite House Manufacturing Co…$41MPeerless Pump Retirement Income PlanPeerless Pump Retirement Inc…$41MDolese Pension Plan$41MJefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & TrustJefferson Bancshares, Inc. S…$41MPillsbury Winthrop Shaw Pittman LLP Cash Balance Plan No. 2Pillsbury Winthrop Shaw Pitt…$41M
End-of-year total assets ($M) among Dolese Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$41M
Net Income$230K
Employer EIN731359190
Plan Effective Date1965-01-01
Filing StatusFILING 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
$200M$220M$240M$260M$280M 202220232024 $207M $266M ▲ +28.7%
Year Plans Participants Total Assets
2022 3 2,001 $207M
2023 3 2,056 $238M
2024 3 1,817 $266M

Nearby Defined Benefit (Pension) Plans in Oklahoma

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Dolese Pension Plan vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.52 Total assets ($B) Participants Dolese Pension Plan, Total assets ($B): 0.040860309 · Participants: 60Dolese Pension PlanPipeline Industry Pension Fund, Total assets ($B): 1.550776271 · Participants: 1904Pipeline Industry Pension FundWilliams Pension Plan, Total assets ($B): 1.33243367 · Participants: 3588Williams Pension PlanOne Gas, Inc. Retirement Plan, Total assets ($B): 0.795535 · Participants: 740One Gas, Inc. Retirement PlanRetirement Plan for Employees of Devon Energy Corporation, Total assets ($B): 0.480356058 · Participants: 171Retirement Plan for Employees of Devon Energy CorporationIntegris Health, Inc. Retirement Plan a, Total assets ($B): 0.422772766 · Participants: 1145Integris Health, Inc. Retirement Plan a
Dolese Pension Plan vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants
Compare Dolese Pension Plan side-by-side with 3 peers →

Dolese Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oklahoma, the nearest Defined Benefit (Pension) by assets is Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust in TX ($41M); by covered participants it is Riverspring Licensed Home Care Services Agency, Inc. Pension Plan in NY (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.

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 Dolese Pension Plan assets move in 2023? ▼
Dolese Pension Plan held essentially flat - up 0.6% during 2023, from $41M to $41M. Reported net income was $230K.
How have Dolese Bros. Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dolese Bros. Co.'s sponsor-wide assets grew 28.7%, from $207M to $266M.
Where does Dolese Pension Plan rank by assets among Form 5500 filers? ▼
Dolese Pension Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Dolese Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust in TX ($41M, 325 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Dolese Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Riverspring Licensed Home Care Services Agency, Inc. Pension Plan in NY (60 participants, N/A 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 731359190.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.