401(k)
2022 plan-year 401(k) DOL Form 5500

OKLAHOMA FARM BUREAU AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY

This 401(k) plan holds $41M in total assets and serves 391 participants as of 2022. It is sponsored by OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY in Oklahoma. The plan reported a net loss of $6M for the year.

Total Assets (2023)
$41M
Participants
391
State
Industry
Finance & Insurance

What the Filing Says About OKLAHOMA FARM BUREAU AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN

OKLAHOMA FARM BUREAU AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN is a 401(k) retirement plan sponsored by OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY, headquartered in Oklahoma. As of the 2022 Form 5500 filing, the plan reports $41M in total end-of-year assets and covers 391 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 730540035, and the plan has been effective since 1978-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $47M at the beginning of 2022 to $41M at year-end — a decline of 13.3%. Net assets (after liabilities) closed the year at $41M, with reported net income of $-6,252,904 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$47M
Total Assets (End of Year)$41M
Net Assets (End of Year)$41M
Net Income$-6,252,904
Plan Type401(k)
Employer EIN730540035
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY)

Year Plans Participants Total Assets
2022 2 530 $104M
2023 2 479 $121M
2024 2 445 $119M

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Frequently Asked Questions

How much money is in the OKLAHOMA FARM BUREAU AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN?
As of the 2022 Form 5500 filing, OKLAHOMA FARM BUREAU AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN holds $41M in total assets with 391 participants. It is sponsored by OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY.
What type of plan is OKLAHOMA FARM BUREAU AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN?
OKLAHOMA FARM BUREAU AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN is a 401(k) plan. It has been effective since 1978-01-01. The plan is filed with the U.S. Department of Labor under EIN 730540035.
Who sponsors the OKLAHOMA FARM BUREAU AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN?
OKLAHOMA FARM BUREAU AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN is sponsored by OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY, located in Oklahoma. The sponsor's EIN is 730540035 and the plan operates in the Finance & Insurance industry.
How did OKLAHOMA FARM BUREAU AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN perform in 2022?
OKLAHOMA FARM BUREAU AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN declined by 13.3% during 2022, moving from $47M to $41M in total assets. Net income was $-6,252,904.
Where can I find official filings for OKLAHOMA FARM BUREAU AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN?
Official Form 5500 filings for OKLAHOMA FARM BUREAU AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 730540035 or plan name at efast.dol.gov.
How does OKLAHOMA FARM BUREAU AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN compare to other plans?
You can compare OKLAHOMA FARM BUREAU AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN against other 401(k) plans on the plan type page, or view plans in Oklahoma on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 730540035.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.