401(k) · DOL Form 5500 · 2024
Balon Corporation 401(k) Plan
Data updated 2026-08-25
- $106M
- Total assets Near avg plan size
- 1,113
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $95,512
- Avg per participant Below avg balance/head
Official DOL plan name: Balon Corporation 401(k) Plan and Trust · Sponsored by Balon Corporation · Oklahoma · Manufacturing
$106M in assets, 1,113 participants
Balon Corporation's Balon Corporation 401(k) Plan and Trust reported $106M in total assets and 1,113 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #15,372 in Manufacturing (17,777 peers)
Where Balon Corporation 401(k) Plan and Trust sits by assets
Balon Corporation 401(k) Plan and Trust sits in the top 10% of all filed plans by assets, $106M for 1,113 participants (~$95,512/participant), up 11.3% in 2024.
- #15,372
- in Manufacturing (17,777 peers)
- +11.3%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Balon Corporation 401(k) Plan and Trust's outsized position by total assets
Balon Corporation 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$106,304,885 Top 9% higher than 91% 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
Balon Corporation 401(k) Plan and Trust's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Balon Corporation 401(k) Plan and Trust lands in the large band (1,113 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Balon Corporation 401(k) Plan and Trust reported net income fell from $15M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Balon Corporation 401(k) Plan and Trust reported participants rose from 964 in the plan year 2023 filing to 1,113 in the plan year 2024 filing.
- Balon Corporation 401(k) Plan and Trust end-of-year assets rose from $96M in the plan year 2023 filing to $106M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 730745177 · Balon Corporation PY 2024 · 401(k)
Balon Corporation 401(k) Plan and Trust · $106M · 1,113 · 91st
- EOY $106M
- EOY 1,113
- EOY 91st
- EOY 401(k)
- EOY near Scott Electric Company Employees Retirement Plan
- EOY ind #15372
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 Manufacturing retirement plans → · Plans in Oklahoma →
Balon Corporation 401(k) Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $96M |
|---|---|
| Net Assets (End of Year) | $106M |
| Net Income | $11M |
| Employer EIN | 730745177 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Balon Corporation)
Sponsor-wide plan assets over time
All Balon Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $106M 31.315922226895136% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,025 | $81M |
| 2023 | 1 | 964 | $96M |
| 2024 | 1 | 1,113 | $106M |
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
Balon Corporation 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Scott Electric Company Employees Retirement Plan in PA ($106M); by covered participants it is Pdi Technologies 401(k) Plan in GA (1,113 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($106M here).
- Scott Electric Company Employees Retirement Plan (PA) $106M · 594
- Young Electric Sign Company Profit Sharing 401(k) Retirement Plan and Trust (UT) $106M · 837
- Medstar Affiliates 401(k) Plan (MD) $106M · 2,060
- W. C. Bradley Co. 401(k) Savings Plan (GA) $106M · 707
Similar participant headcount
Nearest other-state filings by covered participants (1,113 participants); asset peers above are excluded.
- Pdi Technologies 401(k) Plan (GA) 1,113 · 0 off
- Canam 401(k) Plan (MD) 1,113 · 0 off
- Boart Longyear Company 401(k) Savings Plan (UT) 1,113 · 0 off
- Smart Plan for Employees of the Chamber of Commerce of the United States of America (DC) 1,113 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.