401(k) · DOL Form 5500 · 2024
Hartzog Conger Cason LLP 401(k) Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 67
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $617,338
- Avg per participant High balance/head
Official DOL plan name: Hartzog Conger Cason 401(k) Plan · Sponsored by Hartzog Conger Cason LLP · Oklahoma · Professional & Technical Services
$41M in assets, 67 participants
Hartzog Conger Cason LLP's Hartzog Conger Cason 401(k) Plan reported $41M in total assets and 67 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #16,619 in Professional & Technical Services (20,173 peers)
Where Hartzog Conger Cason 401(k) Plan sits by assets
Hartzog Conger Cason 401(k) Plan sits in the top quartile of all filed plans by assets, $41M for 67 participants (~$617,338/participant), up 12.2% in 2024.
- #16,619
- in Professional & Technical Services (20,173 peers)
- +12.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Hartzog Conger Cason 401(k) Plan's outsized position by total assets
Hartzog Conger Cason 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$41,361,676 Top 18% higher than 82% 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
Hartzog Conger Cason 401(k) 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. Hartzog Conger Cason 401(k) Plan is a small filing (67 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hartzog Conger Cason 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Hartzog Conger Cason 401(k) Plan end-of-year assets rose from $37M in the plan year 2023 filing to $41M in the plan year 2024 filing.
- Hartzog Conger Cason 401(k) Plan reported participants rose from 64 in the plan year 2023 filing to 67 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 201997652 · Hartzog Conger Cason LLP PY 2024 · 401(k)
Hartzog Conger Cason 401(k) Plan · $41M · 67 · 82nd
- VS-ST $41M
- BOY 67
- SCH 82nd
- EBSA 401(k)
- PART near Rapp Medical Retirement Savings Plan
- TYPE ind #16619
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 →
Hartzog Conger Cason 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $4M |
| Employer EIN | 201997652 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hartzog Conger Cason LLP)
Sponsor-wide plan assets over time
All Hartzog Conger Cason LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 33.18067119308045% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 63 | $31M |
| 2023 | 1 | 64 | $37M |
| 2024 | 1 | 67 | $41M |
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
Hartzog Conger Cason 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Rapp Medical Retirement Savings Plan in IN ($41M); by covered participants it is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- Rapp Medical Retirement Savings Plan (IN) $41M · 49
- Libbey Supplemental Retirement Plan (OH) $41M · 644
- Khan Academy, Inc. 401(k) Safe Harbor Plan (CA) $41M · 226
- S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan (VA) $41M · 204
Similar participant headcount
Nearest other-state filings by covered participants (67 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.