Back to filter
Original filing (PDF)20250319102651NAL0004918481001
GREGORY ENTERPRISES, INC.
Form 5500-SF
FILING_RECEIVED
GREGORY ENTERPRISES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
84
Accounts w/ balance
38
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 45% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREGORY ENTERPRISES, INC..
Plan sponsor
Name
GREGORY ENTERPRISES, INC.
EIN
73-1001976
Address
13655 CR 1570 · ADA, OK · 74820
Phone
(972) 494-3800
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Construction plans
CORE STRUCTURAL SERVICES, LLC
CORE STRUCTURAL SERVICES, LLC 401(K) PLAN
$1.4M · 12 participants
TEXAS ROOF MANAGEMENT, INC.
TEXAS ROOF MANAGEMENT 401(K) PLAN
$1.4M · 92 participants
BUILDING AND PUBLIC WORKS LABORERS VACATION TRUST FUND
BUILDING AND PUBLIC WORKS LABORERS VACATION TRUST
$1.4M · 2,802 participants
BRICKLINE, INC.
BRICKLINE, INC. 401(K) PROFIT SHARING PLAN
$1.4M · 8 participants
SHOWALTER ROOFING SERVICES, INC.
SHOWALTER ROOFING SERVICES, INC. 401(K) PLAN
$1.4M · 18 participants
ADVANCED WINDOW SYSTEMS, LLC
ADVANCED WINDOW SYSTEMS 401(K) PLAN
$1.4M · 31 participants
Large plans in Oklahoma
QUIKTRIP CORPORATION
QUIKTRIP CORPORATION RETIREMENT PLAN
$4.8B · 13,644 participants
THE WILLIAMS COMPANIES, INC.
THE WILLIAMS INVESTMENT PLUS PLAN
$2.0B · 5,692 participants
PIPELINE INDUSTRY PENSION FUND
PIPELINE INDUSTRY PENSION FUND
$1.7B · 2,034 participants
ONEOK, INC.
ONEOK, INC. 401(K) PLAN
$1.4B · 5,150 participants
THE WILLIAMS COMPANIES, INC.
WILLIAMS PENSION PLAN
$1.4B · 3,178 participants
THE WILLIAMS COMPANIES MASTER PENSION TRUST
THE WILLIAMS COMPANIES MASTER PENSION TRUST
$1.3B