Defined Benefit (Pension) · DOL Form 5500 · 2024

Dolese Bros. Co. Pension Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
56
Participants Small participant base
81st
Percentile by assets National rank
$685,188
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dolese Pension Plan · Sponsored by Dolese Bros. Co. · Oklahoma · Mining & Oil Extraction

$38M in assets, 56 participants

Dolese Bros. Co.'s Dolese Pension Plan reported $38M in total assets and 56 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #524 in Mining & Oil Extraction (785 peers)

Where Dolese Pension Plan sits by assets

Dolese Pension Plan sits in the top quartile of all filed plans by assets, $38M for 56 participants (~$685,188/participant), down 6.1% in 2024.

#524
in Mining & Oil Extraction (785 peers)
-6.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dolese Pension Plan's outsized position by total assets

Dolese Pension Plan vs every filed plan by assets

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

$38,370,506 Top 19% higher than 81% 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

Dolese Pension 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. Dolese Pension Plan is a small filing (56 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dolese Pension Plan reported net income fell from $230K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Dolese Pension Plan reported participants fell from 60 in the plan year 2023 filing to 56 in the plan year 2024 filing.
  • Dolese Pension Plan end-of-year assets fell from $41M in the plan year 2023 filing to $38M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 731359190 · Dolese Bros. Co. PY 2024 · Defined Benefit (Pension)

Dolese Pension Plan · $38M · 56 · 81st

  • PCT $38M
  • EIN 56
  • RANK 81st
  • PHOTO Defined Benefit (Pension)
  • IND near Mountain States Employers Council, Inc. Pension Plan and Trust
  • EOY ind #524

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 →

Dolese Pension Plan in the asset neighbourhood

Dolese Pension Plan$38MMountain States Employers Council, Inc. Pension Plan and TrustMountain States Employers Co…$38MThe French's Food Company LLC Retirement Plan for Union EmployeesThe French's Food Company LL…$38MSignature Healthcare Retirement Plan CSignature Healthcare Retirem…$38MIowa State Education Association Employees' Pension TrustIowa State Education Associa…$38M
End-of-year total assets ($M) among Dolese Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$38M
Net Income-$2M
Employer EIN731359190
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dolese Bros. Co.)

Sponsor-wide plan assets over time

All Dolese Bros. Co. plans reported in each filing year

Latest sponsor-wide plan assets
$266M 28.652740142810263% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $207M $266M ▲ +28.7%
Year Plans Participants Total Assets
2022 3 2,001 $207M
2023 3 2,056 $238M
2024 3 1,817 $266M

Nearby Defined Benefit (Pension) Plans in Oklahoma

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Dolese Pension Plan vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.52 Total assets ($B) Participants Dolese Pension Plan, Total assets ($B): 0.038370506 · Participants: 56Dolese Pension PlanPipeline Industry Pension Fund, Total assets ($B): 1.68715114 · Participants: 2308Pipeline Industry Pension FundWilliams Pension Plan, Total assets ($B): 1.357458939 · Participants: 3357Williams Pension PlanOne Gas, Inc. Retirement Plan, Total assets ($B): 0.726126 · Participants: 670One Gas, Inc. Retirement PlanRetirement Plan for Employees of Devon Energy Corporation, Total assets ($B): 0.43487459 · Participants: 155Retirement Plan for Employees of Devon Energy CorporationIntegris Health, Inc. Retirement Plan a, Total assets ($B): 0.424374198 · Participants: 1061Integris Health, Inc. Retirement Plan a
Dolese Pension Plan vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants
Compare Dolese Pension Plan side-by-side with 3 peers →

Dolese Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oklahoma, the nearest Defined Benefit (Pension) by assets is Mountain States Employers Council, Inc. Pension Plan and Trust in CO ($38M); by covered participants it is Los Angeles Turf Club, Incorporated Retirement Income Plan in CA (56 participants). Same-state nearby plans are listed separately above.

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 Dolese Pension Plan assets move in 2024? ▼
Dolese Pension Plan pulled back noticeably - down 6.1% during 2024, from $41M to $38M. Reported net income was -$2M.
How have Dolese Bros. Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dolese Bros. Co.'s sponsor-wide assets grew 28.7%, from $207M to $266M.
Where does Dolese Pension Plan rank by assets among Form 5500 filers? ▼
Dolese Pension Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Dolese Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mountain States Employers Council, Inc. Pension Plan and Trust in CO ($38M, 103 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Dolese Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Los Angeles Turf Club, Incorporated Retirement Income Plan in CA (56 participants, $24M 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 731359190.

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.