401(k) · DOL Form 5500 · 2024
Public Strategies, Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 266
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $47,307
- Avg per participant Low balance/head
Official DOL plan name: Public Strategies Retirement Security Partnership Plan · Sponsored by Public Strategies, Inc. · Oklahoma · Professional & Technical Services
$13M in assets, 266 participants
Public Strategies, Inc.'s Public Strategies Retirement Security Partnership Plan reported $13M in total assets and 266 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #11,984 in Professional & Technical Services (20,173 peers)
Coverage in Oklahoma
Public Strategies Retirement Security Partnership Plan covers 266 participants in Oklahoma, about 35% of the average Oklahoma filer (state average ~760 per filing). Assets: $13M.
- #11,984
- in Professional & Technical Services (20,173 peers)
- +21.4%
- assets growth YoY
Public Strategies Retirement Security Partnership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Public Strategies Retirement Security Partnership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,583,709 Top 39% higher than 61% 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
Public Strategies Retirement Security Partnership Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Public Strategies Retirement Security Partnership Plan sits mid-pack in the medium band (266 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Public Strategies Retirement Security Partnership Plan end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Public Strategies Retirement Security Partnership Plan reported participants rose from 236 in the plan year 2023 filing to 266 in the plan year 2024 filing.
- Public Strategies Retirement Security Partnership Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
DOL schedule card
Filing strip 731355962 · Public Strategies, Inc. PY 2024 · 401(k)
Public Strategies Retirement Security Partnership Plan · $13M · 266 · 61st
- PCT $13M
- PCT 266
- PCT 61st
- PCT 401(k)
- PCT near Bellwether Asset Management 401(k) Plan
- PCT ind #11984
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 →
Public Strategies Retirement Security Partnership Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 731355962 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Public Strategies, Inc.)
Sponsor-wide plan assets over time
All Public Strategies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 57.46682033301048% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 200 | $8M |
| 2023 | 1 | 236 | $10M |
| 2024 | 1 | 266 | $13M |
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
Public Strategies Retirement Security Partnership Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Bellwether Asset Management 401(k) Plan in CA ($13M); by covered participants it is Full-O-Pep Appliances, Inc. 401(k) Savings Plan in IN (266 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Bellwether Asset Management 401(k) Plan (CA) $13M · 169
- Foothill Packing, Inc. 401(k) Plan (CA) $13M · 1,579
- Hampton Golf Inc 401(k) Profit Sharing Plan & Trust (FL) $13M · 1,835
- Umi Company, Inc. Profit Sharing 401(k) Plan (MN) $13M · 181
Similar participant headcount
Nearest other-state filings by covered participants (266 participants); asset peers above are excluded.
- Full-O-Pep Appliances, Inc. 401(k) Savings Plan (IN) 266 · 0 off
- Grayback Forestry, Inc. Retirement Savings Plan (OR) 266 · 0 off
- Organically Grown Company 401(k) Plan (OR) 266 · 0 off
- Mckenzie Retirement Readiness 401(k) Plan (IN) 266 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.