401(k) · DOL Form 5500 · 2024

Hale & Company, Cpa, P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
26
Participants Small participant base
29th
Percentile by assets National rank
$75,505
Avg per participant Below avg balance/head
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Official DOL plan name: Hale & Company, Cpa, P.C. Employee Retirement Plan · Sponsored by Hale & Company, Cpa, P.C. · Oklahoma · Professional & Technical Services

$2M in assets, 26 participants

Hale & Company, Cpa, P.C.'s Hale & Company, Cpa, P.C. Employee Retirement Plan reported $2M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,034 in Professional & Technical Services (20,173 peers)

2024 asset change

Hale & Company, Cpa, P.C. Employee Retirement Plan pulled back noticeably 11.3% in 2024 ($2M → $2M) for 26 participants.

#5,034
in Professional & Technical Services (20,173 peers)
-11.3%
assets change YoY

The plan reported a net loss of $250K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hale & Company, Cpa, P.C. Employee Retirement Plan among the smaller filed plans by assets

Hale & Company, Cpa, P.C. Employee Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,963,138 29th percentile higher than 29% of 123,620 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 2024

Hale & Company, Cpa, P.C. Employee Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hale & Company, Cpa, P.C. Employee Retirement Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hale & Company, Cpa, P.C. Employee Retirement Plan reported net income fell from $414K in the plan year 2023 filing to -$250K in the plan year 2024 filing.
  • Hale & Company, Cpa, P.C. Employee Retirement Plan reported participants rose from 22 in the plan year 2023 filing to 26 in the plan year 2024 filing.
  • Hale & Company, Cpa, P.C. Employee Retirement Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 731486189 · Hale & Company, Cpa, P.C. PY 2024 · 401(k)

Hale & Company, Cpa, P.C. Employee Retirement Plan · $2M · 26 · 29th

  • 5500 $2M
  • 5500 26
  • 5500 29th
  • 5500 401(k)
  • 5500 near Woodrow Michel Associates Corporation 401(k) Profit Sharing Plan
  • 5500 ind #5034

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 Professional & Technical Services retirement plans → · Plans in Oklahoma →

Hale & Company, Cpa, P.C. Employee Retirement Plan in the asset neighbourhood

Hale & Company, Cpa, P.C. Employee Retirement PlanHale & Company, Cpa, P.C. Em…$2MWoodrow Michel Associates Corporation 401(k) Profit Sharing PlanWoodrow Michel Associates Co…$2MFlatland Energy Services LLC 401(k) PlanFlatland Energy Services LLC…$2MSterling Merchandising Retirement PlanSterling Merchandising Retir…$2MEdoc Innovations, Inc. 401(k) Profit Sharing PlanEdoc Innovations, Inc. 401(k…$2M
End-of-year total assets ($M) among Hale & Company, Cpa, P.C. Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hale & Company, Cpa, P.C. years around the 2024 move

Sponsor-wide plan assets over time

All Hale & Company, Cpa, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 9.07867503451878% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.8M $1.96M ▲ +8.9%
Year Plans Participants Total Assets
2022 1 20 $2M
2023 1 22 $2M
2024 1 26 $2M

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$250K
Employer EIN731486189
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Hale & Company, Cpa, P.C. Employee Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Hale & Company, Cpa, P.C. Employee Retirement Plan, Total assets ($B): 0.001963138 · Participants: 26Hale & Company, Cpa, P.C. Employee Retirement PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Hale & Company, Cpa, P.C. Employee Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Hale & Company, Cpa, P.C. Employee Retirement Plan side-by-side with 3 peers →

Hale & Company, Cpa, P.C. Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Woodrow Michel Associates Corporation 401(k) Profit Sharing Plan in MA ($2M); by covered participants it is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hale & Company, Cpa, P.C. Employee Retirement Plan assets move in 2024? ▼
Hale & Company, Cpa, P.C. Employee Retirement Plan pulled back noticeably - down 11.3% during 2024, from $2M to $2M. Reported net income was -$250K.
How have Hale & Company, Cpa, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hale & Company, Cpa, P.C.'s sponsor-wide assets grew 9.1%, from $2M to $2M.
Which 401(k) plans are similar in size to Hale & Company, Cpa, P.C. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Woodrow Michel Associates Corporation 401(k) Profit Sharing Plan in MA ($2M, 78 participants).
Which 401(k) plans cover a similar participant headcount to Hale & Company, Cpa, P.C. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 731486189.

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.