401(k) · DOL Form 5500 · 2023

Petra Industries, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
197
Participants Below avg headcount
50th
Percentile by assets National rank
$33,071
Avg per participant Low balance/head
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Official DOL plan name: Petra Industries, LLC. 401(k) Profit Sharing Plan · Sponsored by Petra Industries, LLC · Oklahoma · Wholesale Trade

$7M in assets, 197 participants

Petra Industries, LLC's Petra Industries, LLC. 401(k) Profit Sharing Plan reported $7M in total assets and 197 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,461 in Wholesale Trade (6,309 peers)

Coverage in Oklahoma

Petra Industries, LLC. 401(k) Profit Sharing Plan covers 197 participants in Oklahoma, about 26% of the average Oklahoma filer (state average ~760 per filing). Assets: $7M.

#2,461
in Wholesale Trade (6,309 peers)
-4.5%
assets change YoY

The plan reported a net loss of $292K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Petra Industries, LLC. 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Petra Industries, LLC. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,514,904 Top 50% higher than 50% 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

Petra Industries, LLC. 401(k) Profit Sharing 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. Petra Industries, LLC. 401(k) Profit Sharing Plan sits mid-pack in the medium band (197 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Petra Industries, LLC. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to -$292K in the plan year 2023 filing.
  • Petra Industries, LLC. 401(k) Profit Sharing Plan reported participants fell from 237 in the plan year 2022 filing to 197 in the plan year 2023 filing.
  • Petra Industries, LLC. 401(k) Profit Sharing Plan end-of-year assets fell from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 731267123 · Petra Industries, LLC PY 2023 · 401(k)

Petra Industries, LLC. 401(k) Profit Sharing Plan · $7M · 197 · 50th

  • EOY $7M
  • EOY 197
  • EOY 50th
  • EOY 401(k)
  • EOY near Porter Lee Corporation 401(k) Profit Sharing Plan
  • EOY ind #2461

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 Wholesale Trade retirement plans → · Plans in Oklahoma →

Petra Industries, LLC. 401(k) Profit Sharing Plan in the asset neighbourhood

Porter Lee Corporation 401(k) Profit Sharing PlanPorter Lee Corporation 401(k…$7MSkl Investment Group, LLC 401(k) PlanSkl Investment Group, LLC 40…$7MPerformance Designed Products LLC 401(k) Profit Sharing PlanPerformance Designed Product…$7MPetra Industries, LLC. 401(k) Profit Sharing PlanPetra Industries, LLC. 401(k…$7MIndependent Radiology Associates, PLC 401(k) Cross Tested Profit Sharing PlanIndependent Radiology Associ…$7M
End-of-year total assets ($M) among Petra Industries, LLC. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$292K
Employer EIN731267123
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Petra Industries, LLC)

Sponsor-wide plan assets over time

All Petra Industries, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 0.6247275428624365% vs 2022
2024 filing year
$6.4M$6.5M$6.6M$6.7M$6.8M$6.9M 202220232024 $6.82M $6.78M ▼ -0.6%
Year Plans Participants Total Assets
2022 1 237 $7M
2023 1 197 $7M
2024 1 194 $7M

Nearby 401(k) Plans in Oklahoma

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

Petra Industries, LLC. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Petra Industries, LLC. 401(k) Profit Sharing Plan, Total assets ($B): 0.006514904 · Participants: 197Petra Industries, LLC. 401(k) Profit Sharing 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
Petra Industries, LLC. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Petra Industries, LLC. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Petra Industries, LLC. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Porter Lee Corporation 401(k) Profit Sharing Plan in IL ($7M); by covered participants it is Rave 401(k) Plan in MA (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 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 Petra Industries, LLC. 401(k) Profit Sharing Plan assets move in 2023? ▼
Petra Industries, LLC. 401(k) Profit Sharing Plan edged down modestly - down 4.5% during 2023, from $7M to $7M. Reported net income was -$292K.
How have Petra Industries, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Petra Industries, LLC's sponsor-wide assets declined 0.6%, from $7M to $7M.
Which 401(k) plans are similar in size to Petra Industries, LLC. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Porter Lee Corporation 401(k) Profit Sharing Plan in IL ($7M, 37 participants).
Which 401(k) plans cover a similar participant headcount to Petra Industries, LLC. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rave 401(k) Plan in MA (197 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 731267123.

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.