401(k) · DOL Form 5500 · 2024
Mcatee & Woods, P.C. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $281,111
- Avg per participant High balance/head
Official DOL plan name: Mcatee & Woods, P.C. Profit Sharing Plan · Sponsored by Mcatee & Woods, P.C. · Oklahoma · Professional & Technical Services
$4M in assets, 13 participants
Mcatee & Woods, P.C.'s Mcatee & Woods, P.C. Profit Sharing Plan reported $4M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #6,808 in Professional & Technical Services (20,173 peers)
Mcatee & Woods, P.C. multi-year trail
Mcatee & Woods, P.C.'s plans moved +50.3% in assets from 2022 to 2024; this filing shows Mcatee & Woods, P.C. Profit Sharing Plan at $4M / 13 participants.
- #6,808
- in Professional & Technical Services (20,173 peers)
- +17.7%
- assets growth YoY
Mcatee & Woods, P.C. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Mcatee & Woods, P.C. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,654,438 37th percentile higher than 37% 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
Mcatee & Woods, P.C. Profit Sharing 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. Mcatee & Woods, P.C. Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mcatee & Woods, P.C. Profit Sharing Plan reported net income fell from $674K in the plan year 2023 filing to $549K in the plan year 2024 filing.
- Mcatee & Woods, P.C. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Mcatee & Woods, P.C. Profit Sharing Plan reported participants rose from 12 in the plan year 2023 filing to 13 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 731603127 · Mcatee & Woods, P.C. PY 2024 · 401(k)
Mcatee & Woods, P.C. Profit Sharing Plan · $4M · 13 · 37th
- PART $4M
- PART 13
- PART 37th
- PART 401(k)
- PART near Adrian K Lo Md PC 401(k) Profit Sharing Plan & Trust
- PART ind #6808
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 →
Mcatee & Woods, P.C. Profit Sharing Plan in the asset neighbourhood
Mcatee & Woods, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Mcatee & Woods, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 50.27695511394431% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $2M |
| 2023 | 1 | 12 | $3M |
| 2024 | 1 | 13 | $4M |
Mcatee & Woods, P.C. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $549K |
| Employer EIN | 731603127 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
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
Mcatee & Woods, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Adrian K Lo Md PC 401(k) Profit Sharing Plan & Trust in PA ($4M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 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 (13 participants); asset peers above are excluded.
- Kaspien Inc. 401(k) Plan (WA) 13 · 0 off
- The Stock Exchange Bank 401(k) Plan Tr. (KS) 13 · 0 off
- Bznds Enterprise, Inc. 401(k) Plan (MI) 13 · 0 off
- Tresfinale, Inc. 401(k) Profit Sharing Plan (TN) 13 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.