401(k) · DOL Form 5500 · 2022

W.H. Braum, Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
3,710
Participants Above avg headcount
87th
Percentile by assets National rank
$12,057
Avg per participant Low balance/head
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Official DOL plan name: W.H. Braum, Inc. Profit Sharing Plus Plan · Sponsored by W.H. Braum, Inc. · Oklahoma · Retail Trade

$45M in assets, 3,710 participants

W.H. Braum, Inc.'s W.H. Braum, Inc. Profit Sharing Plus Plan reported $45M in total assets and 3,710 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #8,847 in Retail Trade (9,519 peers)

Coverage in Oklahoma

W.H. Braum, Inc. Profit Sharing Plus Plan covers 3,710 participants in Oklahoma, 4.9x the typical Oklahoma plan (state average ~760 per filing). Assets: $45M.

#8,847
in Retail Trade (9,519 peers)
-19.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

W.H. Braum, Inc. Profit Sharing Plus Plan's outsized position by total assets

W.H. Braum, Inc. Profit Sharing Plus Plan vs every filed plan by assets

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

$44,731,066 Top 13% higher than 87% 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

W.H. Braum, Inc. Profit Sharing Plus 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. W.H. Braum, Inc. Profit Sharing Plus Plan lands in the large band (3,710 participants).

Published 5500 schedule card

Filing strip 300288982 · W.H. Braum, Inc. PY 2022 · 401(k)

W.H. Braum, Inc. Profit Sharing Plus Plan · $45M · 3,710 · 87th

  • NET $45M
  • NET 3,710
  • NET 87th
  • NET 401(k)
  • NET near Venture Construction Company Profit Sharing Plan and Trust
  • NET ind #8847

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 →

W.H. Braum, Inc. Profit Sharing Plus Plan in the asset neighbourhood

Venture Construction Company Profit Sharing Plan and TrustVenture Construction Company…$45MCornerstone Controls 401(k) PlanCornerstone Controls 401(k) …$45MMinneapolis Radiology Associates, Ltd. 401(k) Profit Sharing PlanMinneapolis Radiology Associ…$45MW.H. Braum, Inc. Profit Sharing Plus PlanW.H. Braum, Inc. Profit Shar…$45MLassonde 401(k) Plan for the Benefit of U.S. EmployeesLassonde 401(k) Plan for the…$45M
End-of-year total assets ($M) among W.H. Braum, Inc. Profit Sharing Plus Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$45M
Net Income-$11M
Employer EIN300288982
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W.H. Braum, Inc.)

Sponsor-wide plan assets over time

All W.H. Braum, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 23.473771002908805% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $44.7M $55.2M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 3,710 $45M
2023 1 4,013 $53M
2024 1 4,268 $55M

Nearby 401(k) Plans in Oklahoma

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

W.H. Braum, Inc. Profit Sharing Plus Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 -101234 Total assets ($B) Participants W.H. Braum, Inc. Profit Sharing Plus Plan, Total assets ($B): 0.044731066 · Participants: 3710W.H. Braum, Inc. Profit Sharing Plus 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
W.H. Braum, Inc. Profit Sharing Plus Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare W.H. Braum, Inc. Profit Sharing Plus Plan side-by-side with 3 peers →

W.H. Braum, Inc. Profit Sharing Plus Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Venture Construction Company Profit Sharing Plan and Trust in GA ($45M); by covered participants it is Brightspeed 401(k) Savings Plan in NC (3,709 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,710 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 W.H. Braum, Inc. Profit Sharing Plus Plan assets move in 2022? ▼
W.H. Braum, Inc. Profit Sharing Plus Plan declined sharply - down 19.4% during 2022, from $55M to $45M. Reported net income was -$11M.
How have W.H. Braum, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W.H. Braum, Inc.'s sponsor-wide assets grew 23.5%, from $45M to $55M.
Where does W.H. Braum, Inc. Profit Sharing Plus Plan rank by assets among Form 5500 filers? ▼
W.H. Braum, Inc. Profit Sharing Plus Plan ranks in the 87th 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 W.H. Braum, Inc. Profit Sharing Plus Plan? ▼
Among 401(k) plans in other states, the closest by assets is Venture Construction Company Profit Sharing Plan and Trust in GA ($45M, 221 participants).
Which 401(k) plans cover a similar participant headcount to W.H. Braum, Inc. Profit Sharing Plus Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brightspeed 401(k) Savings Plan in NC (3,709 participants, $211M 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 300288982.

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.