401(k) · DOL Form 5500 · 2024

Sharp Reliance, Inc. 401(k) Plan

Data updated 2026-08-25

$243K
Total assets Small plan by assets
1
Participants Small participant base
12th
Percentile by assets National rank
$242,605
Avg per participant Above avg balance/head
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Official DOL plan name: Sharp Reliance Retirement Plan · Sponsored by Sharp Reliance, Inc. · Oklahoma · Finance & Insurance

$243K in assets, 1 participants

Sharp Reliance, Inc.'s Sharp Reliance Retirement Plan reported $243K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

  • #518 in Finance & Insurance (8,549 peers)

Sharp Reliance, Inc. multi-year trail

Sharp Reliance, Inc.'s plans moved -15.0% in assets from 2022 to 2024; this filing shows Sharp Reliance Retirement Plan at $243K / 1 participant.

#518
in Finance & Insurance (8,549 peers)
-6.9%
assets change YoY

The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sharp Reliance Retirement Plan among the smaller filed plans by assets

Sharp Reliance Retirement Plan vs every filed plan by assets

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

$242,605 12th percentile higher than 12% 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

Sharp Reliance Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sharp Reliance Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sharp Reliance Retirement Plan reported net income rose from -$25K in the plan year 2023 filing to -$18K in the plan year 2024 filing.
  • Sharp Reliance Retirement Plan end-of-year assets fell from $260K in the plan year 2023 filing to $243K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 831906919 · Sharp Reliance, Inc. PY 2024 · 401(k)

Sharp Reliance Retirement Plan · $243K · 1 · 12th

  • EOY $243K
  • EOY 1
  • EOY 12th
  • EOY 401(k)
  • EOY near Keg Tapped, Inc. 401(k) Plan
  • EOY ind #518

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 Finance & Insurance retirement plans → · Plans in Oklahoma →

Sharp Reliance Retirement Plan in the asset neighbourhood

Sharp Reliance Retirement PlanSharp Reliance Retirement Pl…$243KKeg Tapped, Inc. 401(k) Plan$243KNky Elite Performance, Inc. Retirement PlanNky Elite Performance, Inc. …$243KHrp Enterprise Inc 401(k) PlanHrp Enterprise Inc 401(k) Pl…$243KPompilus Wellness Inc. Retirement PlanPompilus Wellness Inc. Retir…$243K
End-of-year total assets ($M) among Sharp Reliance Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sharp Reliance, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sharp Reliance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$243K 15.007549668410155% vs 2022
2024 filing year
$0.22M$0.24M$0.26M$0.28M$0.3M 202220232024 $0.29M $0.24M ▼ -17.2%
Year Plans Participants Total Assets
2022 1 2 $285K
2023 1 1 $260K
2024 1 1 $243K

Sharp Reliance, Inc. filing trail (2024)

Total Assets (Beginning of Year)$260K
Net Assets (End of Year)$242K
Net Income-$18K
Employer EIN831906919
Plan Effective Date2018-09-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Sharp Reliance Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Sharp Reliance Retirement Plan, Total assets ($B): 0.000242605 · Participants: 1Sharp Reliance 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
Sharp Reliance Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Sharp Reliance Retirement Plan side-by-side with 3 peers →

Sharp Reliance Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Keg Tapped, Inc. 401(k) Plan in NE ($243K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($243K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Sharp Reliance Retirement Plan assets move in 2024? ▼
Sharp Reliance Retirement Plan pulled back noticeably - down 6.9% during 2024, from $260K to $243K. Reported net income was -$18K.
How have Sharp Reliance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sharp Reliance, Inc.'s sponsor-wide assets declined 15.0%, from $285K to $243K.
Where does Sharp Reliance Retirement Plan rank by assets among Form 5500 filers? ▼
Sharp Reliance Retirement Plan ranks in the 12th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Sharp Reliance Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Keg Tapped, Inc. 401(k) Plan in NE ($243K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Sharp Reliance Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 831906919.

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.