401(k) · DOL Form 5500 · 2024

Atwood Distributing 401(k) Profit Sharing Plan

Data updated 2026-07-24

$14M
Total assets
1,330
Participants
63rd
Percentile by assets
$10,820
Avg per participant

Sponsored by Atwood Distributing, L.P. · Oklahoma · Retail Trade

Atwood Distributing, L.P.'s Atwood Distributing 401(k) Profit Sharing Plan reported $14M in total assets and 1,330 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

What the 2024 filing shows

Atwood Distributing 401(k) Profit Sharing Plan holds $14M for 1,330 participants - about $10,820 per participant, above the median plan by assets, up 7.9% over the 2024 plan year.

$14M
total plan assets (2024 EOY)
1,330
covered participants
63rd
percentile by assets (of 116,472 plans)
$10,820
avg assets per participant
State
Industry
Retail Trade

401(k) · DOL Form 5500 · 2024

What the Filing Says About Atwood Distributing 401(k) Profit Sharing Plan

Atwood Distributing 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Atwood Distributing, L.P., headquartered in Oklahoma. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $14M in total end-of-year assets and covers 1,330 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 730721603, and the plan has been effective since 1997-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew at a solid clip from $13M at the beginning of 2024 to $14M at year-end - up 7.9%. Net assets (after liabilities) closed the year at $14M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Across the 3 plan years Atwood Distributing, L.P. has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $12M to $14M, a gain of 18.5%, while reported participants moved from 1,202 to 1,330 (+10.6%). The strongest year on file by total sponsor assets was 2024 at $14M; the softest was 2022 at $12M. Year-by-year, sponsor-wide filings show: 2022 - $12M in assets across 1 plan covering 1,202 participants; 2023 - $13M in assets across 1 plan covering 1,279 participants; 2024 - $14M in assets across 1 plan covering 1,330 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Atwood Distributing 401(k) Profit Sharing Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2024)

Total Assets (Beginning of Year)$13M
Total Assets (End of Year)$14M
Net Assets (End of Year)$14M
Net Income$1M
Plan Type401(k)
Employer EIN730721603
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Atwood Distributing, L.P.)

$11M$12M$13M$14M$15M 202220232024 $12.1M $14.4M ▲ +18.5%
Total plan assets by year, all Atwood Distributing, L.P. 401(k) plans on file
Year Plans Participants Total Assets
2022 1 1,202 $12M
2023 1 1,279 $13M
2024 1 1,330 $14M

Nearby 401(k) Plans in Oklahoma

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

Atwood Distributing 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Atwood Distributing 401(k) 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 Atwood Distributing …Quiktrip Corporation…The Williams Investm…Oneok, Inc. 401(k) P…Bok Financial 401(k)…Saint Francis Health…
Atwood Distributing 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Frequently Asked Questions

How much money is in the Atwood Distributing 401(k) Profit Sharing Plan?
As of the 2024 Form 5500 filing, Atwood Distributing 401(k) Profit Sharing Plan holds $14M in total assets with 1,330 participants. It is sponsored by Atwood Distributing, L.P..
What type of plan is Atwood Distributing 401(k) Profit Sharing Plan?
Atwood Distributing 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1997-05-01. The plan is filed with the U.S. Department of Labor under EIN 730721603.
Who sponsors the Atwood Distributing 401(k) Profit Sharing Plan?
Atwood Distributing 401(k) Profit Sharing Plan is sponsored by Atwood Distributing, L.P., located in Oklahoma. The sponsor's EIN is 730721603 and the plan operates in the Retail Trade industry.
How did Atwood Distributing 401(k) Profit Sharing Plan perform in 2024?
Atwood Distributing 401(k) Profit Sharing Plan grew at a solid clip - up 7.9% during 2024, moving from $13M to $14M in total assets. Net income was $1M.

What this filing means

Ways to act on Atwood Distributing 401(k) Profit Sharing Plan's numbers.

  • By total assets, Atwood Distributing 401(k) Profit Sharing Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Oklahoma. Compare plans
  • Atwood Distributing, L.P.'s sponsor-wide assets have grown 18.5% since 2022 across 3 plan years on file. More Retail Trade plans
  • A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

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 730721603.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-07-24.