401(k) · DOL Form 5500 · 2024
Yale Oil Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $671,796
- Avg per participant High balance/head
Official DOL plan name: Yale Oil Association, Inc. 401(k) Plan · Sponsored by Yale Oil Associates, Inc. · Oklahoma · Mining & Oil Extraction
$4M in assets, 6 participants
Yale Oil Associates, Inc.'s Yale Oil Association, Inc. 401(k) Plan reported $4M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #140 in Mining & Oil Extraction (785 peers)
Mining & Oil Extraction sector rank
Within Mining & Oil Extraction, Yale Oil Association, Inc. 401(k) Plan ranks #140 of 785 2024 filers by assets (3051% of the sector average)-$4M for 6 participants.
- #140
- in Mining & Oil Extraction (785 peers)
- +16.1%
- assets growth YoY
Yale Oil Association, Inc. 401(k) Plan's mid-pack asset rank among Mining & Oil Extraction and all filers
Yale Oil Association, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,030,773 38th percentile higher than 38% 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
Yale Oil Association, Inc. 401(k) 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. Yale Oil Association, Inc. 401(k) Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Yale Oil Association, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Yale Oil Association, Inc. 401(k) Plan reported participants fell from 7 in the plan year 2023 filing to 6 in the plan year 2024 filing.
- Yale Oil Association, Inc. 401(k) Plan reported net income rose from $503K in the plan year 2023 filing to $558K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 730520095 · Yale Oil Associates, Inc. PY 2024 · 401(k)
Yale Oil Association, Inc. 401(k) Plan · $4M · 6 · 38th
- PART $4M
- PART 6
- PART 38th
- PART 401(k)
- PART near Cafe Imports Fulfillment 401(k) Profit Sharing Plan & Trust
- PART ind #140
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 Mining & Oil Extraction retirement plans → · Plans in Oklahoma →
Yale Oil Association, Inc. 401(k) Plan in the asset neighbourhood
Mining & Oil Extraction filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $558K |
| Employer EIN | 730520095 |
| Plan Effective Date | 2001-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Yale Oil Associates, Inc.)
Sponsor-wide plan assets over time
All Yale Oil Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 35.72032966644455% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $3M |
| 2023 | 1 | 7 | $3M |
| 2024 | 2 | 6 | $4M |
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
Yale Oil Association, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Cafe Imports Fulfillment 401(k) Profit Sharing Plan & Trust in MN ($4M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.