401(k) · DOL Form 5500 · 2024
Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C. 401(k) Plan
Data updated 2026-08-25
- $103M
- Total assets Near avg plan size
- 156
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $660,873
- Avg per participant High balance/head
Official DOL plan name: Hall, Estill Profit Sharing and 401(k) Plan · Sponsored by Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C. · Oklahoma · Professional & Technical Services
$103M in assets, 156 participants
Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C.'s Hall, Estill Profit Sharing and 401(k) Plan reported $103M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #18,519 in Professional & Technical Services (20,173 peers)
Coverage in Oklahoma
Hall, Estill Profit Sharing and 401(k) Plan covers 156 participants in Oklahoma, about 21% of the average Oklahoma filer (state average ~760 per filing). Assets: $103M.
- #18,519
- in Professional & Technical Services (20,173 peers)
- +11.3%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Hall, Estill Profit Sharing and 401(k) Plan's outsized position by total assets
Hall, Estill Profit Sharing and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$103,096,241 Top 9% higher than 91% 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
Hall, Estill Profit Sharing and 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hall, Estill Profit Sharing and 401(k) Plan sits mid-pack in the medium band (156 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hall, Estill Profit Sharing and 401(k) Plan reported net income rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Hall, Estill Profit Sharing and 401(k) Plan end-of-year assets rose from $93M in the plan year 2023 filing to $103M in the plan year 2024 filing.
- Hall, Estill Profit Sharing and 401(k) Plan reported participants rose from 151 in the plan year 2023 filing to 156 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 730931831 · Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C. PY 2024 · 401(k)
Hall, Estill Profit Sharing and 401(k) Plan · $103M · 156 · 91st
- 5500 $103M
- ASSETS 156
- PCT 91st
- EIN 401(k)
- RANK near The Brightview Senior Living 401(k) Plan
- PHOTO ind #18519
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 →
Hall, Estill Profit Sharing and 401(k) Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $93M |
|---|---|
| Net Assets (End of Year) | $103M |
| Net Income | $10M |
| Employer EIN | 730931831 |
| Plan Effective Date | 1973-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C.)
Sponsor-wide plan assets over time
All Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $103M 21.36519301112537% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 160 | $85M |
| 2023 | 1 | 151 | $93M |
| 2024 | 1 | 156 | $103M |
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
Hall, Estill Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is The Brightview Senior Living 401(k) Plan in MD ($103M); by covered participants it is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($103M here).
- The Brightview Senior Living 401(k) Plan (MD) $103M · 4,783
- Healthalliance 403(b) Plan (NY) $103M · 1,246
- Medical Information Technology, Inc. 401(k) Plan (MA) $103M · 3,333
- Worldquant, LLC 401(k) Savings and Retirement Plan (CT) $103M · 336
Similar participant headcount
Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.
- Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan (OR) 156 · 0 off
- Wecare Tlc, LLC 401(k) Profit Sharing Plan (FL) 156 · 0 off
- Boone Drugs, Inc. Savings Plus Plan (NC) 156 · 0 off
- Bauer Equipment America Inc 401(k) Plan (TX) 156 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.