401(k) · DOL Form 5500 · 2024

The Bama Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
965
Participants Near avg headcount
89th
Percentile by assets National rank
$81,035
Avg per participant Below avg balance/head
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Official DOL plan name: Bama Profit Sharing Plan · Sponsored by The Bama Companies, Inc. · Oklahoma · Manufacturing

$78M in assets, 965 participants

The Bama Companies, Inc.'s Bama Profit Sharing Plan reported $78M in total assets and 965 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #14,792 in Manufacturing (17,777 peers)

Where Bama Profit Sharing Plan sits by assets

Bama Profit Sharing Plan sits in the top quartile of all filed plans by assets, $78M for 965 participants (~$81,035/participant), up 9.7% in 2024.

#14,792
in Manufacturing (17,777 peers)
+9.7%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Bama Profit Sharing Plan's outsized position by total assets

Bama Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$78,198,360 Top 11% higher than 89% 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

Bama 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. Bama Profit Sharing Plan sits mid-pack in the medium band (965 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bama Profit Sharing Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Bama Profit Sharing Plan end-of-year assets rose from $71M in the plan year 2023 filing to $78M in the plan year 2024 filing.
  • Bama Profit Sharing Plan reported participants rose from 942 in the plan year 2023 filing to 965 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 730988323 · The Bama Companies, Inc. PY 2024 · 401(k)

Bama Profit Sharing Plan · $78M · 965 · 89th

  • TYPE $78M
  • NET 965
  • BOOK 89th
  • VS-ST 401(k)
  • BOY near Holden Industries, Inc. Retirement Plan
  • SCH ind #14792

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 →

Bama Profit Sharing Plan in the asset neighbourhood

Bama Profit Sharing Plan$78MHolden Industries, Inc. Retirement PlanHolden Industries, Inc. Reti…$78MBaker Boyer Bancorp 401(k) Profit Sharing Plan & TrustBaker Boyer Bancorp 401(k) P…$78MAssociated Employers for the Help of the Developmentally Disabled 403(b) PlanAssociated Employers for the…$78MWestconsin Credit Union Capital Accumulation PlanWestconsin Credit Union Capi…$78M
End-of-year total assets ($M) among Bama Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$78M
Net Income$7M
Employer EIN730988323
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Bama Companies, Inc.)

Sponsor-wide plan assets over time

All The Bama Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$78M 23.884038052905108% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $63.1M $78.2M ▲ +23.9%
Year Plans Participants Total Assets
2022 1 910 $63M
2023 1 942 $71M
2024 1 965 $78M

Nearby 401(k) Plans in Oklahoma

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

Bama Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 -20246 Total assets ($B) Participants Bama Profit Sharing Plan, Total assets ($B): 0.07819836 · Participants: 965Bama 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
Bama Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Bama Profit Sharing Plan side-by-side with 3 peers →

Bama Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Holden Industries, Inc. Retirement Plan in IL ($78M); by covered participants it is Univest Financial Corporation Deferred Salary Savings Plan in PA (965 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (965 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 Bama Profit Sharing Plan assets move in 2024? ▼
Bama Profit Sharing Plan grew at a solid clip - up 9.7% during 2024, from $71M to $78M. Reported net income was $7M.
How have The Bama Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Bama Companies, Inc.'s sponsor-wide assets grew 23.9%, from $63M to $78M.
Where does Bama Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bama Profit Sharing Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bama Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Holden Industries, Inc. Retirement Plan in IL ($78M, 1,290 participants).
Which 401(k) plans cover a similar participant headcount to Bama Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Univest Financial Corporation Deferred Salary Savings Plan in PA (965 participants, $121M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 730988323.

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.