401(k) · DOL Form 5500 · 2024

Preferred Management Corporation 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
709
Participants Below avg headcount
69th
Percentile by assets National rank
$27,003
Avg per participant Low balance/head
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Official DOL plan name: Preferred Management Corp. Retirement Savings Plan · Sponsored by Preferred Management Corporation · Oklahoma · Healthcare & Social Assistance

$19M in assets, 709 participants

Preferred Management Corporation's Preferred Management Corp. Retirement Savings Plan reported $19M in total assets and 709 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #12,539 in Healthcare & Social Assistance (16,916 peers)

Preferred Management Corporation multi-year trail

Preferred Management Corporation's plans moved +41.6% in assets from 2022 to 2024; this filing shows Preferred Management Corp. Retirement Savings Plan at $19M / 709 participants.

#12,539
in Healthcare & Social Assistance (16,916 peers)
+14.6%
assets growth YoY

Preferred Management Corp. Retirement Savings Plan's outsized position by total assets

Preferred Management Corp. Retirement Savings Plan vs every filed plan by assets

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

$19,145,420 Top 31% higher than 69% 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

Preferred Management Corp. Retirement Savings 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. Preferred Management Corp. Retirement Savings Plan sits mid-pack in the medium band (709 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Preferred Management Corp. Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Preferred Management Corp. Retirement Savings Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Preferred Management Corp. Retirement Savings Plan reported participants rose from 658 in the plan year 2023 filing to 709 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 731312311 · Preferred Management Corporation PY 2024 · 401(k)

Preferred Management Corp. Retirement Savings Plan · $19M · 709 · 69th

  • EOY $19M
  • EOY 709
  • EOY 69th
  • EOY 401(k)
  • EOY near The Anver Corporation 401(k) Plan
  • EOY ind #12539

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 Healthcare & Social Assistance retirement plans → · Plans in Oklahoma →

Preferred Management Corp. Retirement Savings Plan in the asset neighbourhood

Preferred Management Corp. Retirement Savings PlanPreferred Management Corp. R…$19MThe Anver Corporation 401(k) PlanThe Anver Corporation 401(k)…$19MSecurity First Managers LLC 401(k) Profit Sharing Plan and TrustSecurity First Managers LLC …$19MDolphin Entertainment Inc 401(k) Profit Sharing Plan and TrustDolphin Entertainment Inc 40…$19MCummings, Mcclorey, Davis & Acho, PLC 401(k) Profit Sharing PlanCummings, Mcclorey, Davis & …$19M
End-of-year total assets ($M) among Preferred Management Corp. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Preferred Management Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Preferred Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$19M 41.57065966043456% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.5M $19.2M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 666 $14M
2023 1 658 $17M
2024 1 709 $19M

Preferred Management Corporation filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN731312311
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Preferred Management Corp. Retirement Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 -20246 Total assets ($B) Participants Preferred Management Corp. Retirement Savings Plan, Total assets ($B): 0.01914542 · Participants: 709Preferred Management Corp. Retirement Savings 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
Preferred Management Corp. Retirement Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Preferred Management Corp. Retirement Savings Plan side-by-side with 3 peers →

Preferred Management Corp. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is The Anver Corporation 401(k) Plan in MA ($19M); by covered participants it is Cmg Hourly 401(k) Plan in AL (709 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (709 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 Preferred Management Corp. Retirement Savings Plan assets move in 2024? ▼
Preferred Management Corp. Retirement Savings Plan grew at a solid clip - up 14.6% during 2024, from $17M to $19M. Reported net income was $2M.
How have Preferred Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Preferred Management Corporation's sponsor-wide assets grew 41.6%, from $14M to $19M.
Which 401(k) plans are similar in size to Preferred Management Corp. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Anver Corporation 401(k) Plan in MA ($19M, 57 participants).
Which 401(k) plans cover a similar participant headcount to Preferred Management Corp. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cmg Hourly 401(k) Plan in AL (709 participants, $140M 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 731312311.

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.