Other · DOL Form 5500 · 2024
S Brent Bahner PLLC Retirement Plan
Data updated 2026-08-25
- $995K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $497,358
- Avg per participant High balance/head
Official DOL plan name: S Brent Bahner PLLC Retirement Plan · Sponsored by S Brent Bahner PLLC · Oklahoma · Professional & Technical Services
$995K in assets, 2 participants
S Brent Bahner PLLC's S Brent Bahner PLLC Retirement Plan reported $995K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,651 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
S Brent Bahner PLLC Retirement Plan holds $995K for 2 participants - about $497,358 per participant, among the smaller plans by assets on file.
- #3,651
- in Professional & Technical Services (20,173 peers)
- +1.2%
- assets growth YoY
S Brent Bahner PLLC Retirement Plan among the smaller filed plans by assets
S Brent Bahner PLLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$994,716 23rd percentile higher than 23% 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
S Brent Bahner PLLC 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. S Brent Bahner PLLC Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- S Brent Bahner PLLC Retirement Plan reported net income fell from $64K in the plan year 2023 filing to $12K in the plan year 2024 filing.
- S Brent Bahner PLLC Retirement Plan end-of-year assets rose from $983K in the plan year 2023 filing to $995K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 731285169 · S Brent Bahner PLLC PY 2024 · Other
S Brent Bahner PLLC Retirement Plan · $995K · 2 · 23rd
- VS-ST $995K
- VS-ST 2
- VS-ST 23rd
- VS-ST Other
- VS-ST near Upper Moreland Free Public Library 403(b) DC Plan
- VS-ST ind #3651
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 →
S Brent Bahner PLLC Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $983K |
|---|---|
| Net Assets (End of Year) | $995K |
| Net Income | $12K |
| Employer EIN | 731285169 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (S Brent Bahner PLLC)
Sponsor-wide plan assets over time
All S Brent Bahner PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $995K 8.261220207420243% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $919K |
| 2023 | 1 | 2 | $983K |
| 2024 | 1 | 2 | $995K |
Nearby Other Plans in Oklahoma
Peer Other plans, same state, same plan type, ranked by total assets.
- 403(b) Retirement Savings Plan for Integris Health, Inc. $1.1B · 11,191
- The University of Tulsa Defined Contribution Retirement Plan $427M · 1,162
- Saint Francis Health System, Inc. 403(b) Savings P $366M · 903
- Oral Roberts University Retirement Plan $75M · 497
- Duncan Regional Hospital 403(b) Plan $61M · 710
S Brent Bahner PLLC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Upper Moreland Free Public Library 403(b) DC Plan in PA ($995K); by covered participants it is Mueller Fleshing & Supply Inc Profit Sharing Plan in MN (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($995K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.