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
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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

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

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.

See the national 2023→2024 release diff →

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. Profit Sharing PlanMcatee & Woods, P.C. Profit …$4MAdrian K Lo Md PC 401(k) Profit Sharing Plan & TrustAdrian K Lo Md PC 401(k) Pro…$4MProvision Living Associates 401(k) PlanProvision Living Associates …$4MSoutheast Unloading, LLC 401(k) PlanSoutheast Unloading, LLC 401…$4MHudson Mx 401(k) Plan$4M
End-of-year total assets ($M) among Mcatee & Woods, P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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
$2M$2.5M$3M$3.5M$4M 202220232024 $2.43M $3.65M ▲ +50.2%
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 EIN731603127
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Mcatee & Woods, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Mcatee & Woods, P.C. Profit Sharing Plan, Total assets ($B): 0.003654438 · Participants: 13Mcatee & Woods, P.C. Profit Sharing 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
Mcatee & Woods, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

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.

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 Mcatee & Woods, P.C. Profit Sharing Plan assets move in 2024?
Mcatee & Woods, P.C. Profit Sharing Plan grew sharply - up 17.7% during 2024, from $3M to $4M. Reported net income was $549K.
How have Mcatee & Woods, P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Mcatee & Woods, P.C.'s sponsor-wide assets grew 50.3%, from $2M to $4M.
Which 401(k) plans are similar in size to Mcatee & Woods, P.C. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Adrian K Lo Md PC 401(k) Profit Sharing Plan & Trust in PA ($4M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Mcatee & Woods, P.C. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Kaspien Inc. 401(k) Plan in WA (13 participants, N/A in assets).