401(k) · DOL Form 5500 · 2024

Rich & Cartmill, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
133
Participants Small participant base
66th
Percentile by assets National rank
$121,932
Avg per participant Near avg balance/head
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Official DOL plan name: Rich & Cartmill, Inc. 401(k) Plan · Sponsored by Rich & Cartmill, Inc. · Oklahoma · Finance & Insurance

$16M in assets, 133 participants

Rich & Cartmill, Inc.'s Rich & Cartmill, Inc. 401(k) Plan reported $16M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,301 in Finance & Insurance (8,549 peers)

Coverage in Oklahoma

Rich & Cartmill, Inc. 401(k) Plan covers 133 participants in Oklahoma, about 18% of the average Oklahoma filer (state average ~760 per filing). Assets: $16M.

#4,301
in Finance & Insurance (8,549 peers)
+13.6%
assets growth YoY

Rich & Cartmill, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Rich & Cartmill, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$16,216,912 Top 34% higher than 66% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Rich & Cartmill, Inc. 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. Rich & Cartmill, Inc. 401(k) Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rich & Cartmill, Inc. 401(k) Plan reported participants rose from 112 in the plan year 2023 filing to 133 in the plan year 2024 filing.
  • Rich & Cartmill, Inc. 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Rich & Cartmill, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 730737979 · Rich & Cartmill, Inc. PY 2024 · 401(k)

Rich & Cartmill, Inc. 401(k) Plan · $16M · 133 · 66th

  • EIN $16M
  • EIN 133
  • EIN 66th
  • EIN 401(k)
  • EIN near Latitude Corp. 401(k) Plan
  • EIN ind #4301

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 Finance & Insurance retirement plans → · Plans in Oklahoma →

Rich & Cartmill, Inc. 401(k) Plan in the asset neighbourhood

Rich & Cartmill, Inc. 401(k) PlanRich & Cartmill, Inc. 401(k)…$16MLatitude Corp. 401(k) Plan$16MChemstream, Inc. 401(k) Plan$16MElectrosonic Inc. 401(k) Retirement PlanElectrosonic Inc. 401(k) Ret…$16MAlpha 401(k) Plan$16M
End-of-year total assets ($M) among Rich & Cartmill, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN730737979
Plan Effective Date2001-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rich & Cartmill, Inc.)

Sponsor-wide plan assets over time

All Rich & Cartmill, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 34.92794956494507% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12M $16.2M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 109 $12M
2023 1 112 $14M
2024 1 133 $16M

Nearby 401(k) Plans in Oklahoma

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Rich & Cartmill, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Rich & Cartmill, Inc. 401(k) Plan, Total assets ($B): 0.016216912 · Participants: 133Rich & Cartmill, Inc. 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Rich & Cartmill, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Rich & Cartmill, Inc. 401(k) Plan side-by-side with 3 peers →

Rich & Cartmill, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Latitude Corp. 401(k) Plan in WI ($16M); by covered participants it is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (133 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.

Frequently Asked Questions

How did Rich & Cartmill, Inc. 401(k) Plan assets move in 2024? ▼
Rich & Cartmill, Inc. 401(k) Plan grew at a solid clip - up 13.6% during 2024, from $14M to $16M. Reported net income was $2M.
How have Rich & Cartmill, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rich & Cartmill, Inc.'s sponsor-wide assets grew 34.9%, from $12M to $16M.
Which 401(k) plans are similar in size to Rich & Cartmill, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Latitude Corp. 401(k) Plan in WI ($16M, 334 participants).
Which 401(k) plans cover a similar participant headcount to Rich & Cartmill, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 730737979.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.