401(k) · DOL Form 5500 · 2024
Evans & Associates Enterprises, Inc 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 265
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $50,793
- Avg per participant Low balance/head
Official DOL plan name: Evans & Associates Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by Evans & Associates Enterprises, Inc · Oklahoma · Construction
$13M in assets, 265 participants
Evans & Associates Enterprises, Inc's Evans & Associates Enterprises, Inc. 401(k) Profit Sharing Plan reported $13M in total assets and 265 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #5,469 in Construction (9,039 peers)
Coverage in Oklahoma
Evans & Associates Enterprises, Inc. 401(k) Profit Sharing Plan covers 265 participants in Oklahoma, about 35% of the average Oklahoma filer (state average ~760 per filing). Assets: $13M.
- #5,469
- in Construction (9,039 peers)
- -0.8%
- assets change YoY
The plan reported a net loss of $108K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Evans & Associates Enterprises, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers
Evans & Associates Enterprises, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,460,234 Top 38% higher than 62% 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
Evans & Associates Enterprises, Inc. 401(k) 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. Evans & Associates Enterprises, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (265 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Evans & Associates Enterprises, Inc. 401(k) Profit Sharing Plan reported net income fell from $52K in the plan year 2023 filing to -$108K in the plan year 2024 filing.
- Evans & Associates Enterprises, Inc. 401(k) Profit Sharing Plan reported participants rose from 222 in the plan year 2023 filing to 265 in the plan year 2024 filing.
- Evans & Associates Enterprises, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $14M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 730797713 · Evans & Associates Enterprises, Inc PY 2024 · 401(k)
Evans & Associates Enterprises, Inc. 401(k) Profit Sharing Plan · $13M · 265 · 62nd
- BOY $13M
- SCH 265
- EBSA 62nd
- PART 401(k)
- TYPE near Bronson 401(k) Retirement Plan
- NET ind #5469
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 Construction retirement plans → · Plans in Oklahoma →
Evans & Associates Enterprises, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$108K |
| Employer EIN | 730797713 |
| Plan Effective Date | 1990-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Evans & Associates Enterprises, Inc)
Sponsor-wide plan assets over time
All Evans & Associates Enterprises, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 0.4151859910129597% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 227 | $14M |
| 2023 | 1 | 222 | $14M |
| 2024 | 1 | 265 | $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
Evans & Associates Enterprises, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Bronson 401(k) Retirement Plan in MI ($13M); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Bronson 401(k) Retirement Plan (MI) $13M · 578
- Velocity Risk Underwriters, LLC Retirement Plan (TN) $13M · 132
- Retirement Readiness for the Astin Companies (TX) $13M · 222
- Parkinson's Foundation Retirement Plan (FL) $13M · 157
Similar participant headcount
Nearest other-state filings by covered participants (265 participants); asset peers above are excluded.
- Territorial Savings Bank 401(k) Plan (HI) 265 · 0 off
- Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan (MO) 265 · 0 off
- Helm Group, Inc. 401(k) Plan (IL) 265 · 0 off
- Acclaim Professional Healthcar 401(k) Profit Sharing Plan & Trust (CA) 265 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.