401(k) · DOL Form 5500 · 2024
Coates Field Service, Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 224
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $67,511
- Avg per participant Below avg balance/head
Official DOL plan name: Coates Field Service, Inc. Employees Savings and Profit Sharing Plan · Sponsored by Coates Field Service, Inc. · Oklahoma · Real Estate
$15M in assets, 224 participants
Coates Field Service, Inc.'s Coates Field Service, Inc. Employees Savings and Profit Sharing Plan reported $15M in total assets and 224 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #3,694 in Real Estate (4,605 peers)
Coverage in Oklahoma
Coates Field Service, Inc. Employees Savings and Profit Sharing Plan covers 224 participants in Oklahoma, about 29% of the average Oklahoma filer (state average ~760 per filing). Assets: $15M.
- #3,694
- in Real Estate (4,605 peers)
- -7.4%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Coates Field Service, Inc. Employees Savings and Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers
Coates Field Service, Inc. Employees Savings and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,122,501 Top 35% higher than 65% 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
Coates Field Service, Inc. Employees Savings and Profit Sharing 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. Coates Field Service, Inc. Employees Savings and Profit Sharing Plan sits mid-pack in the medium band (224 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Coates Field Service, Inc. Employees Savings and Profit Sharing Plan reported net income fell from $968K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Coates Field Service, Inc. Employees Savings and Profit Sharing Plan reported participants fell from 246 in the plan year 2023 filing to 224 in the plan year 2024 filing.
- Coates Field Service, Inc. Employees Savings and Profit Sharing Plan end-of-year assets fell from $16M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 730574212 · Coates Field Service, Inc. PY 2024 · 401(k)
Coates Field Service, Inc. Employees Savings and Profit Sharing Plan · $15M · 224 · 65th
- BOOK $15M
- VS-ST 224
- BOY 65th
- SCH 401(k)
- EBSA near Nashua Eye Associates PA 401(k) Profit Sharing Plan and Trust
- PART ind #3694
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 Real Estate retirement plans → · Plans in Oklahoma →
Coates Field Service, Inc. Employees Savings and Profit Sharing Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$1M |
| Employer EIN | 730574212 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Coates Field Service, Inc.)
Sponsor-wide plan assets over time
All Coates Field Service, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 1.6077510379901734% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 206 | $15M |
| 2023 | 1 | 246 | $16M |
| 2024 | 1 | 224 | $15M |
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
Coates Field Service, Inc. Employees Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Nashua Eye Associates PA 401(k) Profit Sharing Plan and Trust in NH ($15M); by covered participants it is Ideal Ready Mix Company 401(k) Plan in IA (224 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Nashua Eye Associates PA 401(k) Profit Sharing Plan and Trust (NH) $15M · 101
- 403(b) Thrift Plan for Employees of Tri-County Community Action Agency (RI) $15M · 439
- Spokane Methodist Homes, Inc. Employee Retirement Savings Plan (WA) $15M · 480
- Green Farms California LLC 401(k) Profit Sharing Plan & Trust (CA) $15M · 540
Similar participant headcount
Nearest other-state filings by covered participants (224 participants); asset peers above are excluded.
- Ideal Ready Mix Company 401(k) Plan (IA) 224 · 0 off
- Sezzle 401(k) Plan (MN) 224 · 0 off
- Four Rivers Combined 401(k) Plan (KY) 224 · 0 off
- Warrior 401(k) Plan (TX) 224 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.