401(k) · DOL Form 5500 · 2024
Finley & Cook, P.L.L.C. 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 174
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $101,087
- Avg per participant Below avg balance/head
Official DOL plan name: Finley & Cook 401(k) Savings Incentive Plan · Sponsored by Finley & Cook, P.L.L.C. · Oklahoma · Professional & Technical Services
$18M in assets, 174 participants
Finley & Cook, P.L.L.C.'s Finley & Cook 401(k) Savings Incentive Plan reported $18M in total assets and 174 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #13,501 in Professional & Technical Services (20,173 peers)
Coverage in Oklahoma
Finley & Cook 401(k) Savings Incentive Plan covers 174 participants in Oklahoma, about 23% of the average Oklahoma filer (state average ~760 per filing). Assets: $18M.
- #13,501
- in Professional & Technical Services (20,173 peers)
- +13.3%
- assets growth YoY
Finley & Cook 401(k) Savings Incentive Plan's outsized position by total assets
Finley & Cook 401(k) Savings Incentive Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,589,122 Top 32% higher than 68% 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
Finley & Cook 401(k) Savings Incentive 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. Finley & Cook 401(k) Savings Incentive Plan sits mid-pack in the medium band (174 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Finley & Cook 401(k) Savings Incentive Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Finley & Cook 401(k) Savings Incentive Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Finley & Cook 401(k) Savings Incentive Plan reported participants fell from 196 in the plan year 2023 filing to 174 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 730604334 · Finley & Cook, P.L.L.C. PY 2024 · 401(k)
Finley & Cook 401(k) Savings Incentive Plan · $18M · 174 · 68th
- VS-ST $18M
- VS-ST 174
- VS-ST 68th
- VS-ST 401(k)
- VS-ST near Head Start Retirement Program 403(b)
- VS-ST ind #13501
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 →
Finley & Cook 401(k) Savings Incentive Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $2M |
| Employer EIN | 730604334 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Finley & Cook, P.L.L.C.)
Sponsor-wide plan assets over time
All Finley & Cook, P.L.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 34.19084981760883% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 156 | $13M |
| 2023 | 1 | 196 | $16M |
| 2024 | 1 | 174 | $18M |
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
Finley & Cook 401(k) Savings Incentive Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Head Start Retirement Program 403(b) in OH ($18M); by covered participants it is Delta Systems, Inc. 401(k) Plan in OH (174 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Head Start Retirement Program 403(b) (OH) $18M · N/A
- Ibisworld 401(k) Plan (CA) $18M · 227
- Eutaw Construction Company, Inc. 401(k) Plan (MS) $18M · 374
- Selland Construction, Inc. 401(k) Retirement Plan (WA) $18M · 313
Similar participant headcount
Nearest other-state filings by covered participants (174 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.