401(k) · DOL Form 5500 · 2024

Loftis & Wetzel Corporation 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
35
Participants Small participant base
43rd
Percentile by assets National rank
$148,157
Avg per participant Above avg balance/head
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Official DOL plan name: Bainswest Group 401(k) and Profit Sharing Plan · Sponsored by Loftis & Wetzel Corporation · Oklahoma · Finance & Insurance

$5M in assets, 35 participants

Loftis & Wetzel Corporation's Bainswest Group 401(k) and Profit Sharing Plan reported $5M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,463 in Finance & Insurance (8,549 peers)

Loftis & Wetzel Corporation multi-year trail

Loftis & Wetzel Corporation's plans moved +19.2% in assets from 2022 to 2024; this filing shows Bainswest Group 401(k) and Profit Sharing Plan at $5M / 35 participants.

#2,463
in Finance & Insurance (8,549 peers)
+17.1%
assets growth YoY

Bainswest Group 401(k) and Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Bainswest Group 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$5,185,511 43rd percentile higher than 43% 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

Bainswest Group 401(k) and Profit Sharing 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. Bainswest Group 401(k) and Profit Sharing Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bainswest Group 401(k) and Profit Sharing Plan reported net income rose from $77K in the plan year 2023 filing to $757K in the plan year 2024 filing.
  • Bainswest Group 401(k) and Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Bainswest Group 401(k) and Profit Sharing Plan reported participants rose from 34 in the plan year 2023 filing to 35 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 043706424 · Loftis & Wetzel Corporation PY 2024 · 401(k)

Bainswest Group 401(k) and Profit Sharing Plan · $5M · 35 · 43rd

  • PCT $5M
  • PCT 35
  • PCT 43rd
  • PCT 401(k)
  • PCT near Robert and Company Savings and Investment Plan
  • PCT ind #2463

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 →

Bainswest Group 401(k) and Profit Sharing Plan in the asset neighbourhood

Bainswest Group 401(k) and Profit Sharing PlanBainswest Group 401(k) and P…$5MRobert and Company Savings and Investment PlanRobert and Company Savings a…$5MRamey-Estep Homes, Inc. 401(k) Retirement Savings PlanRamey-Estep Homes, Inc. 401(…$5M401(k) Profit Sharing Plan for Employees of Blind and Vision Rehabilitation Services of Pittsburgh401(k) Profit Sharing Plan f…$5MAcuitycfo 401(k) Plan$5M
End-of-year total assets ($M) among Bainswest Group 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Loftis & Wetzel Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Loftis & Wetzel Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$5M 19.164414600740884% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.35M $5.19M ▲ +19.3%
Year Plans Participants Total Assets
2022 1 37 $4M
2023 1 34 $4M
2024 1 35 $5M

Loftis & Wetzel Corporation filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$757K
Employer EIN043706424
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Bainswest Group 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Bainswest Group 401(k) and Profit Sharing Plan, Total assets ($B): 0.005185511 · Participants: 35Bainswest Group 401(k) and Profit Sharing 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
Bainswest Group 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Bainswest Group 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Bainswest Group 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Robert and Company Savings and Investment Plan in GA ($5M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Bainswest Group 401(k) and Profit Sharing Plan assets move in 2024? ▼
Bainswest Group 401(k) and Profit Sharing Plan grew sharply - up 17.1% during 2024, from $4M to $5M. Reported net income was $757K.
How have Loftis & Wetzel Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loftis & Wetzel Corporation's sponsor-wide assets grew 19.2%, from $4M to $5M.
Which 401(k) plans are similar in size to Bainswest Group 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robert and Company Savings and Investment Plan in GA ($5M, 31 participants).
Which 401(k) plans cover a similar participant headcount to Bainswest Group 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Little - Morris, LLP Profit Sharing Plan in ID (35 participants, $15M 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 043706424.

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.