401(k) · DOL Form 5500 · 2022
Aaon, Inc. 401(k) Plan
Data updated 2026-08-25
- $225M
- Total assets Near avg plan size
- 4,509
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $49,914
- Avg per participant Low balance/head
Official DOL plan name: Aaon, Inc. Savings and Investment Plan · Sponsored by Aaon, Inc. · Oklahoma · Manufacturing
$225M in assets, 4,509 participants
Aaon, Inc.'s Aaon, Inc. Savings and Investment Plan reported $225M in total assets and 4,509 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #19,288 in Manufacturing (20,602 peers)
Coverage in Oklahoma
Aaon, Inc. Savings and Investment Plan covers 4,509 participants in Oklahoma, 5.9x the typical Oklahoma plan (state average ~760 per filing). Assets: $225M.
- #19,288
- in Manufacturing (20,602 peers)
- -0.4%
- assets change YoY
- 2.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Aaon, Inc. Savings and Investment Plan's outsized position by total assets
Aaon, Inc. Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$225,063,783 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Aaon, Inc. Savings and Investment 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. Aaon, Inc. Savings and Investment Plan lands in the large band (4,509 participants).
DOL schedule card
Filing strip 731328149 · Aaon, Inc. PY 2022 · 401(k)
Aaon, Inc. Savings and Investment Plan · $225M · 4,509 · 96th
- TYPE $225M
- TYPE 4,509
- TYPE 96th
- TYPE 401(k)
- TYPE near Autokiniton Retirement Savings Plan
- TYPE ind #19288
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 Manufacturing retirement plans → · Plans in Oklahoma →
Aaon, Inc. Savings and Investment Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $226M |
|---|---|
| Net Assets (End of Year) | $225M |
| Net Income | -$5M |
| Employer EIN | 731328149 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aaon, Inc.)
Sponsor-wide plan assets over time
All Aaon, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $449M 99.4109900836422% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,509 | $225M |
| 2023 | 1 | 3,270 | $312M |
| 2024 | 1 | 3,690 | $449M |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $3.7B · 10,862
- The Williams Investment Plus Plan $1.4B · 4,848
- Bok Financial 401(k) Plan $917M · 4,683
- Devon Energy Corporation Incentive Savings Plan $792M · 1,642
- One Gas, Inc. 401(k) Plan $774M · 3,586
Aaon, Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Autokiniton Retirement Savings Plan in MI ($225M); by covered participants it is Ilitch Holdings 401(k) Plan in MI (4,510 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($225M here).
- Autokiniton Retirement Savings Plan (MI) $225M · 1,604
- Langan Engineering & Environmental Services Salary Savings Plan & Trust (NJ) $225M · 1,438
- Utz Quality Foods, LLC Profit Sharing/401(k) Plan (PA) $225M · 3,556
- Louis Dreyfus Retirement Savings Plan (CT) $225M · 1,414
Similar participant headcount
Nearest other-state filings by covered participants (4,509 participants); asset peers above are excluded.
- Ilitch Holdings 401(k) Plan (MI) 4,510 · 1 off
- Blue 401(k) Plan (WA) 4,508 · 1 off
- Dungarvin 401(k) Retirement Plan (MN) 4,506 · 3 off
- Lcm Investments Holdings II, LLC 401(k) Plan (FL) 4,512 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.