401(k) · DOL Form 5500 · 2023

Mcatee & Woods, P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
12
Participants Small participant base
36th
Percentile by assets National rank
$258,778
Avg per participant Above avg 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

$3M in assets, 12 participants

Mcatee & Woods, P.C.'s Mcatee & Woods, P.C. Profit Sharing Plan reported $3M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,702 in Professional & Technical Services (20,321 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 $3M / 12 participants.

#6,702
in Professional & Technical Services (20,321 peers)
+27.7%
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 2023 · DOL Form 5500

$3,105,340 36th percentile higher than 36% of 127,068 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 2023

Mcatee & Woods, P.C. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 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 (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mcatee & Woods, P.C. Profit Sharing Plan reported net income rose from -$744K in the plan year 2022 filing to $674K in the plan year 2023 filing.
  • Mcatee & Woods, P.C. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 731603127 · Mcatee & Woods, P.C. PY 2023 · 401(k)

Mcatee & Woods, P.C. Profit Sharing Plan · $3M · 12 · 36th

  • EIN $3M
  • RANK 12
  • PHOTO 36th
  • IND 401(k)
  • EOY near Lexington Hospitalists, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #6702

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 …$3MLexington Hospitalists, Inc. 401(k) Profit Sharing PlanLexington Hospitalists, Inc.…$3MLucky Dog Ventures, Inc. 401(k) Profit Sharing PlanLucky Dog Ventures, Inc. 401…$3MEmployees Retirement Savings PlanEmployees Retirement Savings…$3MSouth Fayette Shop & Save 401(k) PlanSouth Fayette Shop & Save 40…$3M
End-of-year total assets ($M) among Mcatee & Woods, P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$674K
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 -1012345 Total assets ($B) Participants Mcatee & Woods, P.C. Profit Sharing Plan, Total assets ($B): 0.00310534 · Participants: 12Mcatee & Woods, P.C. Profit Sharing PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Mcatee & Woods, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Mcatee & Woods, P.C. Profit Sharing Plan side-by-side with 3 peers →

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 Lexington Hospitalists, Inc. 401(k) Profit Sharing Plan in PA ($3M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Mcatee & Woods, P.C. Profit Sharing Plan grew sharply - up 27.7% during 2023, from $2M to $3M. Reported net income was $674K.
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 Lexington Hospitalists, Inc. 401(k) Profit Sharing Plan in PA ($3M, 18 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 Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 731603127.

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.