401(k) · DOL Form 5500 · 2022

Mathis Bros. Oklahoma City, LLC 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
1,623
Participants Near avg headcount
88th
Percentile by assets National rank
$31,325
Avg per participant Low balance/head
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Official DOL plan name: Mathis Brothers 401(k) Plan · Sponsored by Mathis Bros. Oklahoma City, LLC · Oklahoma · Retail Trade

$51M in assets, 1,623 participants

Mathis Bros. Oklahoma City, LLC's Mathis Brothers 401(k) Plan reported $51M in total assets and 1,623 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #8,909 in Retail Trade (9,519 peers)

Coverage in Oklahoma

Mathis Brothers 401(k) Plan covers 1,623 participants in Oklahoma, 2.1x the typical Oklahoma plan (state average ~760 per filing). Assets: $51M.

#8,909
in Retail Trade (9,519 peers)
-15.0%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mathis Brothers 401(k) Plan's outsized position by total assets

Mathis Brothers 401(k) Plan vs every filed plan by assets

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

$50,839,926 Top 12% higher than 88% 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

Mathis Brothers 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mathis Brothers 401(k) Plan lands in the large band (1,623 participants).

DOL schedule card

Filing strip 200509563 · Mathis Bros. Oklahoma City, LLC PY 2022 · 401(k)

Mathis Brothers 401(k) Plan · $51M · 1,623 · 88th

  • SCH $51M
  • SCH 1,623
  • SCH 88th
  • SCH 401(k)
  • SCH near Rudd Equipment Company, Inc. Restated Employees' Profit Sharing Plan and Trust
  • SCH ind #8909

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 Retail Trade retirement plans → · Plans in Oklahoma →

Mathis Brothers 401(k) Plan in the asset neighbourhood

Morvillo Abramowitz Grand Iason & Anello P.C. 401(k) Profit Sharing Plan and TrustMorvillo Abramowitz Grand Ia…$51MMtg 401(k) Profit Sharing Plan and TrustMtg 401(k) Profit Sharing Pl…$51MMathis Brothers 401(k) Plan$51MRudd Equipment Company, Inc. Restated Employees' Profit Sharing Plan and TrustRudd Equipment Company, Inc.…$51MHuron Valley Radiology, P.C. Employees' Retirement Savings PlanHuron Valley Radiology, P.C.…$51M
End-of-year total assets ($M) among Mathis Brothers 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$51M
Net Income-$9M
Employer EIN200509563
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mathis Bros. Oklahoma City, LLC)

Sponsor-wide plan assets over time

All Mathis Bros. Oklahoma City, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$68M 33.45502705885134% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $50.8M $67.9M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 1,623 $51M
2023 1 2,393 $60M
2024 1 2,537 $68M

Nearby 401(k) Plans in Oklahoma

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

Mathis Brothers 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 -101234 Total assets ($B) Participants Mathis Brothers 401(k) Plan, Total assets ($B): 0.050839926 · Participants: 1623Mathis Brothers 401(k) 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
Mathis Brothers 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Mathis Brothers 401(k) Plan side-by-side with 3 peers →

Mathis Brothers 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Rudd Equipment Company, Inc. Restated Employees' Profit Sharing Plan and Trust in KY ($51M); by covered participants it is Essential Utilities, Inc. 401(k) Plan in PA (1,623 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,623 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 Mathis Brothers 401(k) Plan assets move in 2022? ▼
Mathis Brothers 401(k) Plan declined sharply - down 15.0% during 2022, from $60M to $51M. Reported net income was -$9M.
How have Mathis Bros. Oklahoma City, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mathis Bros. Oklahoma City, LLC's sponsor-wide assets grew 33.5%, from $51M to $68M.
Where does Mathis Brothers 401(k) Plan rank by assets among Form 5500 filers? ▼
Mathis Brothers 401(k) Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mathis Brothers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rudd Equipment Company, Inc. Restated Employees' Profit Sharing Plan and Trust in KY ($51M, 268 participants).
Which 401(k) plans cover a similar participant headcount to Mathis Brothers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Essential Utilities, Inc. 401(k) Plan in PA (1,623 participants, $503M 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 200509563.

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.