401(k) · DOL Form 5500 · 2024
Poe, Ltd. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 78
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $172,586
- Avg per participant Above avg balance/head
Official DOL plan name: Poe, Ltd. 401(k) Profit Sharing Plan · Sponsored by Poe, Ltd. · Oklahoma · Professional & Technical Services
$13M in assets, 78 participants
Poe, Ltd.'s Poe, Ltd. 401(k) Profit Sharing Plan reported $13M in total assets and 78 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #12,309 in Professional & Technical Services (20,173 peers)
Poe, Ltd. multi-year trail
Poe, Ltd.'s plans moved +12.8% in assets from 2022 to 2024; this filing shows Poe, Ltd. 401(k) Profit Sharing Plan at $13M / 78 participants.
- #12,309
- in Professional & Technical Services (20,173 peers)
- +4.6%
- assets growth YoY
Poe, Ltd. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Poe, Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,461,673 Top 38% higher than 62% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Poe, Ltd. 401(k) 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. Poe, Ltd. 401(k) Profit Sharing Plan is a small filing (78 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Poe, Ltd. 401(k) Profit Sharing Plan reported net income fell from $930K in the plan year 2023 filing to $595K in the plan year 2024 filing.
- Poe, Ltd. 401(k) Profit Sharing Plan reported participants rose from 72 in the plan year 2023 filing to 78 in the plan year 2024 filing.
- Poe, Ltd. 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 731293747 · Poe, Ltd. PY 2024 · 401(k)
Poe, Ltd. 401(k) Profit Sharing Plan · $13M · 78 · 62nd
- PHOTO $13M
- PHOTO 78
- PHOTO 62nd
- PHOTO 401(k)
- PHOTO near Bronson 401(k) Retirement Plan
- PHOTO ind #12309
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 →
Poe, Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood
Poe, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Poe, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 12.775593569071491% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 66 | $12M |
| 2023 | 1 | 72 | $13M |
| 2024 | 1 | 78 | $13M |
Poe, Ltd. filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $595K |
| Employer EIN | 731293747 |
| Plan Effective Date | 1976-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.8B · 13,369
- The Williams Investment Plus Plan $2.0B · 5,204
- Oneok, Inc. 401(k) Plan $1.4B · 4,756
- Bok Financial 401(k) Plan $1.2B · 4,907
- Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958
Poe, Ltd. 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 Bronson 401(k) Retirement Plan in MI ($13M); by covered participants it is Altro USA, Inc. Retirement Plan in MA (78 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Bronson 401(k) Retirement Plan (MI) $13M · 578
- Parkinson's Foundation Retirement Plan (FL) $13M · 157
- Mohawk Global Logistics 401(k) Plan (NY) $13M · 203
- Canberra Corporation Profit Sharing Plan and Trust (OH) $13M · 128
Similar participant headcount
Nearest other-state filings by covered participants (78 participants); asset peers above are excluded.
- Altro USA, Inc. Retirement Plan (MA) 78 · 0 off
- Logix Inc 401(k) Profit Sharing Plan & Trust (MA) 78 · 0 off
- Midland Metal Products Co., Retirement Benefits Plan (IL) 78 · 0 off
- C & S Associates, Inc. 401(k) Plan (OH) 78 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.