401(k) · DOL Form 5500 · 2023

Northend Associates LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
63
Participants Small participant base
78th
Percentile by assets National rank
$425,166
Avg per participant High balance/head
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Official DOL plan name: Northend Associates LLC 401(k) Plan · Sponsored by Northend Associates LLC · Oklahoma · Real Estate

$27M in assets, 63 participants

Northend Associates LLC's Northend Associates LLC 401(k) Plan reported $27M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,252 in Real Estate (4,727 peers)

Where Northend Associates LLC 401(k) Plan sits by assets

Northend Associates LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 63 participants (~$425,166/participant), down 2.7% in 2023.

#4,252
in Real Estate (4,727 peers)
-2.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $742K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Northend Associates LLC 401(k) Plan's outsized position by total assets

Northend Associates LLC 401(k) Plan vs every filed plan by assets

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

$26,785,435 Top 22% higher than 78% 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

Northend Associates LLC 401(k) 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. Northend Associates LLC 401(k) Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northend Associates LLC 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to -$742K in the plan year 2023 filing.
  • Northend Associates LLC 401(k) Plan reported participants fell from 101 in the plan year 2022 filing to 63 in the plan year 2023 filing.
  • Northend Associates LLC 401(k) Plan end-of-year assets fell from $28M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 873598906 · Northend Associates LLC PY 2023 · 401(k)

Northend Associates LLC 401(k) Plan · $27M · 63 · 78th

  • TYPE $27M
  • NET 63
  • BOOK 78th
  • VS-ST 401(k)
  • BOY near Nfi Group - Participating Union 401(k) Plan
  • SCH ind #4252

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 →

Northend Associates LLC 401(k) Plan in the asset neighbourhood

Northend Associates LLC 401(k) PlanNorthend Associates LLC 401(…$27MNfi Group - Participating Union 401(k) PlanNfi Group - Participating Un…$27MFlorida Multiemployer 401(k) PlanFlorida Multiemployer 401(k)…$27MGollust Management, Inc. 401(k) PlanGollust Management, Inc. 401…$27MValley Ent, P.C. 401(k) Profit Sharing PlanValley Ent, P.C. 401(k) Prof…$27M
End-of-year total assets ($M) among Northend Associates LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$27M
Net Income-$742K
Employer EIN873598906
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northend Associates LLC)

Sponsor-wide plan assets over time

All Northend Associates LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 10.451058758560743% vs 2022
2024 filing year
$26M$28M$30M$32M 202220232024 $27.7M $30.6M ▲ +10.5%
Year Plans Participants Total Assets
2022 1 101 $28M
2023 1 63 $27M
2024 1 9 $31M

Nearby 401(k) Plans in Oklahoma

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

Northend Associates LLC 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Northend Associates LLC 401(k) Plan, Total assets ($B): 0.026785435 · Participants: 63Northend Associates LLC 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Northend Associates LLC 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Northend Associates LLC 401(k) Plan side-by-side with 3 peers →

Northend Associates LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Nfi Group - Participating Union 401(k) Plan in IL ($27M); by covered participants it is The Mcdevitt Companies Employee 401(k) Plan in NH (63 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Northend Associates LLC 401(k) Plan assets move in 2023? ▼
Northend Associates LLC 401(k) Plan edged down modestly - down 2.7% during 2023, from $28M to $27M. Reported net income was -$742K.
How have Northend Associates LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northend Associates LLC's sponsor-wide assets grew 10.5%, from $28M to $31M.
Where does Northend Associates LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Northend Associates LLC 401(k) Plan ranks in the 78th 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 401(k) plans are similar in size to Northend Associates LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nfi Group - Participating Union 401(k) Plan in IL ($27M, 954 participants).
Which 401(k) plans cover a similar participant headcount to Northend Associates LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Mcdevitt Companies Employee 401(k) Plan in NH (63 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 873598906.

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.