401(k) · DOL Form 5500 · 2022

Weokie Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
239
Participants Below avg headcount
83rd
Percentile by assets National rank
$125,863
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Weokie Federal Credit Union 401(k) Plan and Trust · Sponsored by Weokie Federal Credit Union · Oklahoma · Finance & Insurance

$30M in assets, 239 participants

Weokie Federal Credit Union's Weokie Federal Credit Union 401(k) Plan and Trust reported $30M in total assets and 239 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,692 in Finance & Insurance (9,261 peers)

Coverage in Oklahoma

Weokie Federal Credit Union 401(k) Plan and Trust covers 239 participants in Oklahoma, about 31% of the average Oklahoma filer (state average ~760 per filing). Assets: $30M.

#6,692
in Finance & Insurance (9,261 peers)
-10.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Weokie Federal Credit Union 401(k) Plan and Trust's outsized position by total assets

Weokie Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$30,081,185 Top 17% higher than 83% 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

Weokie Federal Credit Union 401(k) Plan and Trust 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. Weokie Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (239 participants).

EBSA filing schedule strip

Filing strip 730784198 · Weokie Federal Credit Union PY 2022 · 401(k)

Weokie Federal Credit Union 401(k) Plan and Trust · $30M · 239 · 83rd

  • IND $30M
  • EOY 239
  • 5500 83rd
  • ASSETS 401(k)
  • PCT near Mercer Bucks Cardiology 401(k) Plan
  • EIN ind #6692

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 →

Weokie Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Weokie Federal Credit Union 401(k) Plan and TrustWeokie Federal Credit Union …$30MMercer Bucks Cardiology 401(k) PlanMercer Bucks Cardiology 401(…$30MAlfasigma USA, Inc. 401(k) PlanAlfasigma USA, Inc. 401(k) P…$30MU.S. Tsubaki Holdings, Inc. Collectively Bargained and Hourly Retirement PlanU.S. Tsubaki Holdings, Inc. …$30MKingsway America Inc. 401(k) Retirement Savings PlanKingsway America Inc. 401(k)…$30M
End-of-year total assets ($M) among Weokie Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$30M
Net Income-$3M
Employer EIN730784198
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Weokie Federal Credit Union)

Sponsor-wide plan assets over time

All Weokie Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$39M 29.739573091950998% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $30.1M $39M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 239 $30M
2023 1 226 $33M
2024 1 227 $39M

Nearby 401(k) Plans in Oklahoma

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

Weokie Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Weokie Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.030081185 · Participants: 239Weokie Federal Credit Union 401(k) Plan and TrustQuiktrip 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
Weokie Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Weokie Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Mercer Bucks Cardiology 401(k) Plan in PA ($30M); by covered participants it is Atlantic Casualty Insurance Company 401(k) Profit Sharing Plan in NC (239 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (239 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 Weokie Federal Credit Union 401(k) Plan and Trust assets move in 2022?
Weokie Federal Credit Union 401(k) Plan and Trust pulled back noticeably - down 10.1% during 2022, from $33M to $30M. Reported net income was -$3M.
How have Weokie Federal Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), Weokie Federal Credit Union's sponsor-wide assets grew 29.7%, from $30M to $39M.
Where does Weokie Federal Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers?
Weokie Federal Credit Union 401(k) Plan and Trust ranks in the 83rd 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 Weokie Federal Credit Union 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Mercer Bucks Cardiology 401(k) Plan in PA ($30M, 32 participants).
Which 401(k) plans cover a similar participant headcount to Weokie Federal Credit Union 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Atlantic Casualty Insurance Company 401(k) Profit Sharing Plan in NC (239 participants, N/A in assets).