401(k) · DOL Form 5500 · 2022

Oklahoma's Credit Union 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
144
Participants Small participant base
69th
Percentile by assets National rank
$85,352
Avg per participant Below avg balance/head
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Official DOL plan name: Oklahoma's Credit Union 401(k) Plan and Trust · Sponsored by Oklahoma's Credit Union · Oklahoma · Finance & Insurance

$12M in assets, 144 participants

Oklahoma's Credit Union's Oklahoma's Credit Union 401(k) Plan and Trust reported $12M in total assets and 144 participants in its 2022 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.

  • #4,888 in Finance & Insurance (9,261 peers)

Coverage in Oklahoma

Oklahoma's Credit Union 401(k) Plan and Trust covers 144 participants in Oklahoma, about 19% of the average Oklahoma filer (state average ~760 per filing). Assets: $12M.

#4,888
in Finance & Insurance (9,261 peers)
-14.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oklahoma's Credit Union 401(k) Plan and Trust's outsized position by total assets

Oklahoma's Credit Union 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$12,290,751 Top 31% higher than 69% of 139,123 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 2022

Oklahoma's Credit Union 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oklahoma's Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (144 participants).

EBSA filing schedule strip

Filing strip 736093655 · Oklahoma's Credit Union PY 2022 · 401(k)

Oklahoma's Credit Union 401(k) Plan and Trust · $12M · 144 · 69th

  • PART $12M
  • TYPE 144
  • NET 69th
  • BOOK 401(k)
  • VS-ST near Emery & Webb 401(k) Savings Plan
  • BOY ind #4888

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 Finance & Insurance retirement plans → · Plans in Oklahoma →

Oklahoma's Credit Union 401(k) Plan and Trust in the asset neighbourhood

Oklahoma's Credit Union 401(k) Plan and TrustOklahoma's Credit Union 401(…$12MEmery & Webb 401(k) Savings PlanEmery & Webb 401(k) Savings …$12MThe Independent Order of Foresters 401(k) Savings & Retirement PlanThe Independent Order of For…$12MD.E.W. Construction 401(k) Profit Sharing PlanD.E.W. Construction 401(k) P…$12MGinsberg's Institutional Foods, Inc. 401(k) PlanGinsberg's Institutional Foo…$12M
End-of-year total assets ($M) among Oklahoma's Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN736093655
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oklahoma's Credit Union)

Sponsor-wide plan assets over time

All Oklahoma's Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$17M 39.825930897143714% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.3M $17.2M ▲ +39.9%
Year Plans Participants Total Assets
2022 1 144 $12M
2023 1 140 $14M
2024 1 156 $17M

Nearby 401(k) Plans in Oklahoma

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

Oklahoma's Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Oklahoma's Credit Union 401(k) Plan and Trust, Total assets ($B): 0.012290751 · Participants: 144Oklahoma's Credit Union 401(k) Plan and TrustQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
Oklahoma's Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Oklahoma's Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Oklahoma's Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Emery & Webb 401(k) Savings Plan in NY ($12M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oklahoma's Credit Union 401(k) Plan and Trust assets move in 2022? ▼
Oklahoma's Credit Union 401(k) Plan and Trust pulled back noticeably - down 14.2% during 2022, from $14M to $12M. Reported net income was -$2M.
How have Oklahoma's Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oklahoma's Credit Union's sponsor-wide assets grew 39.8%, from $12M to $17M.
Which 401(k) plans are similar in size to Oklahoma's Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Emery & Webb 401(k) Savings Plan in NY ($12M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Oklahoma's Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (144 participants, $30K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 736093655.

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.