401(k) · DOL Form 5500 · 2022

Compsouce Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
296
Participants Below avg headcount
74th
Percentile by assets National rank
$55,817
Avg per participant Low balance/head
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Official DOL plan name: Compsource Retirement Savings Plan · Sponsored by Compsouce Mutual Insurance Company · Oklahoma · Finance & Insurance

$17M in assets, 296 participants

Compsouce Mutual Insurance Company's Compsource Retirement Savings Plan reported $17M in total assets and 296 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,537 in Finance & Insurance (9,261 peers)

Coverage in Oklahoma

Compsource Retirement Savings Plan covers 296 participants in Oklahoma, about 39% of the average Oklahoma filer (state average ~760 per filing). Assets: $17M.

#5,537
in Finance & Insurance (9,261 peers)
-6.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Compsource Retirement Savings Plan's outsized position by total assets

Compsource Retirement Savings Plan vs every filed plan by assets

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

$16,521,843 Top 26% higher than 74% 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

Compsource Retirement Savings Plan 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. Compsource Retirement Savings Plan sits mid-pack in the medium band (296 participants).

Published 5500 schedule card

Filing strip 300641266 · Compsouce Mutual Insurance Company PY 2022 · 401(k)

Compsource Retirement Savings Plan · $17M · 296 · 74th

  • VS-ST $17M
  • BOY 296
  • SCH 74th
  • EBSA 401(k)
  • PART near Mid-Continent Instrument Co, Inc. Profit Sharing/401(k) P&t
  • TYPE ind #5537

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 →

Compsource Retirement Savings Plan in the asset neighbourhood

Compsource Retirement Savings PlanCompsource Retirement Saving…$17MMid-Continent Instrument Co, Inc. Profit Sharing/401(k) P&tMid-Continent Instrument Co,…$17MOdell Brewing Company 401(k) PlanOdell Brewing Company 401(k)…$17MCalvo Enterprises, Inc. 401(k) Profit Sharing PlanCalvo Enterprises, Inc. 401(…$17MBrown Integrated Logistics, Inc. 401(k) PlanBrown Integrated Logistics, …$17M
End-of-year total assets ($M) among Compsource Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$17M
Net Income-$1M
Employer EIN300641266
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Compsouce Mutual Insurance Company)

Sponsor-wide plan assets over time

All Compsouce Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$25M 50.848159009863494% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.5M $24.9M ▲ +50.8%
Year Plans Participants Total Assets
2022 1 296 $17M
2023 1 301 $21M
2024 1 303 $25M

Nearby 401(k) Plans in Oklahoma

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

Compsource Retirement Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Compsource Retirement Savings Plan, Total assets ($B): 0.016521843 · Participants: 296Compsource Retirement Savings PlanQuiktrip 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
Compsource Retirement Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Compsource Retirement Savings Plan side-by-side with 3 peers →

Compsource Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Mid-Continent Instrument Co, Inc. Profit Sharing/401(k) P&t in KS ($17M); by covered participants it is Aarsand Management, LLC 401(k) Plan in MD (296 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (296 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 Compsource Retirement Savings Plan assets move in 2022? ▼
Compsource Retirement Savings Plan pulled back noticeably - down 6.1% during 2022, from $18M to $17M. Reported net income was -$1M.
How have Compsouce Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Compsouce Mutual Insurance Company's sponsor-wide assets grew 50.8%, from $17M to $25M.
Which 401(k) plans are similar in size to Compsource Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mid-Continent Instrument Co, Inc. Profit Sharing/401(k) P&t in KS ($17M, 183 participants).
Which 401(k) plans cover a similar participant headcount to Compsource Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aarsand Management, LLC 401(k) Plan in MD (296 participants, N/A 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 300641266.

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.