401(k) · DOL Form 5500 · 2022

Stephenson Wholesale Company, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
189
Participants Below avg headcount
56th
Percentile by assets National rank
$34,179
Avg per participant Low balance/head
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Official DOL plan name: Indian Nation Wholesale Employee 401(k) Plan · Sponsored by Stephenson Wholesale Company, Inc. · Oklahoma · Wholesale Trade

$6M in assets, 189 participants

Stephenson Wholesale Company, Inc.'s Indian Nation Wholesale Employee 401(k) Plan reported $6M in total assets and 189 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,073 in Wholesale Trade (6,843 peers)

Coverage in Oklahoma

Indian Nation Wholesale Employee 401(k) Plan covers 189 participants in Oklahoma, about 25% of the average Oklahoma filer (state average ~760 per filing). Assets: $6M.

#3,073
in Wholesale Trade (6,843 peers)
-28.4%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Indian Nation Wholesale Employee 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Indian Nation Wholesale Employee 401(k) Plan vs every filed plan by assets

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

$6,459,890 Top 44% higher than 56% 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

Indian Nation Wholesale Employee 401(k) 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. Indian Nation Wholesale Employee 401(k) Plan sits mid-pack in the medium band (189 participants).

Plan-year Form 5500 strip

Filing strip 730968950 · Stephenson Wholesale Company, Inc. PY 2022 · 401(k)

Indian Nation Wholesale Employee 401(k) Plan · $6M · 189 · 56th

  • TYPE $6M
  • TYPE 189
  • TYPE 56th
  • TYPE 401(k)
  • TYPE near Cerifi, LLC 401 (K) P/S Plan
  • TYPE ind #3073

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 Wholesale Trade retirement plans → · Plans in Oklahoma →

Indian Nation Wholesale Employee 401(k) Plan in the asset neighbourhood

Indian Nation Wholesale Employee 401(k) PlanIndian Nation Wholesale Empl…$6MCerifi, LLC 401 (K) P/S Plan$6MThe Prestwick Group, Inc. 401(k) Savings PlanThe Prestwick Group, Inc. 40…$6MVault Pressure Control 401(k) PlanVault Pressure Control 401(k…$6MA & G Machine, Inc. 401(k) Profit Sharing PlanA & G Machine, Inc. 401(k) P…$6M
End-of-year total assets ($M) among Indian Nation Wholesale Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$6M
Net Income-$3M
Employer EIN730968950
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stephenson Wholesale Company, Inc.)

Sponsor-wide plan assets over time

All Stephenson Wholesale Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 14.768873773392427% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.46M $7.41M ▲ +14.7%
Year Plans Participants Total Assets
2022 1 189 $6M
2023 1 174 $7M
2024 1 198 $7M

Nearby 401(k) Plans in Oklahoma

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

Indian Nation Wholesale Employee 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Indian Nation Wholesale Employee 401(k) Plan, Total assets ($B): 0.00645989 · Participants: 189Indian Nation Wholesale Employee 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
Indian Nation Wholesale Employee 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Indian Nation Wholesale Employee 401(k) Plan side-by-side with 3 peers →

Indian Nation Wholesale Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Cerifi, LLC 401 (K) P/S Plan in GA ($6M); by covered participants it is Healthcare Association of New York State, Inc Retirement Savings Plan in NY (189 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Indian Nation Wholesale Employee 401(k) Plan assets move in 2022? ▼
Indian Nation Wholesale Employee 401(k) Plan declined sharply - down 28.4% during 2022, from $9M to $6M. Reported net income was -$3M.
How have Stephenson Wholesale Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephenson Wholesale Company, Inc.'s sponsor-wide assets grew 14.8%, from $6M to $7M.
Which 401(k) plans are similar in size to Indian Nation Wholesale Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cerifi, LLC 401 (K) P/S Plan in GA ($6M, 197 participants).
Which 401(k) plans cover a similar participant headcount to Indian Nation Wholesale Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthcare Association of New York State, Inc Retirement Savings Plan in NY (189 participants, $57M 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 730968950.

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.