401(k) · DOL Form 5500 · 2022

Utility Tri-State, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
169
Participants Small participant base
50th
Percentile by assets National rank
$28,305
Avg per participant Low balance/head
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Official DOL plan name: Utility Tri-State 401(k) Plan · Sponsored by Utility Tri-State, Inc. · Oklahoma · Wholesale Trade

$5M in assets, 169 participants

Utility Tri-State, Inc.'s Utility Tri-State 401(k) Plan reported $5M in total assets and 169 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,572 in Wholesale Trade (6,843 peers)

Coverage in Oklahoma

Utility Tri-State 401(k) Plan covers 169 participants in Oklahoma, about 22% of the average Oklahoma filer (state average ~760 per filing). Assets: $5M.

#2,572
in Wholesale Trade (6,843 peers)
+15.4%
assets growth YoY

Utility Tri-State 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Utility Tri-State 401(k) Plan vs every filed plan by assets

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

$4,783,572 Top 50% higher than 50% 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

Utility Tri-State 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. Utility Tri-State 401(k) Plan sits mid-pack in the medium band (169 participants).

Form 5500 schedule snapshot

Filing strip 731312253 · Utility Tri-State, Inc. PY 2022 · 401(k)

Utility Tri-State 401(k) Plan · $5M · 169 · 50th

  • VS-ST $5M
  • VS-ST 169
  • VS-ST 50th
  • VS-ST 401(k)
  • VS-ST near Reed City Group, LLC 401(k) Plan
  • VS-ST ind #2572

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 →

Utility Tri-State 401(k) Plan in the asset neighbourhood

Utility Tri-State 401(k) Plan$5MReed City Group, LLC 401(k) PlanReed City Group, LLC 401(k) …$5MRtr Financial Services Inc 401(k) Profit Sharing Plan & TrustRtr Financial Services Inc 4…$5MLancaster Ems 401(k) Retirement PlanLancaster Ems 401(k) Retirem…$5MW.T. Haigh & Company, Inc. Profit Sharing and 401(k) PlanW.T. Haigh & Company, Inc. P…$5M
End-of-year total assets ($M) among Utility Tri-State 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$639K
Employer EIN731312253
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Utility Tri-State, Inc.)

Sponsor-wide plan assets over time

All Utility Tri-State, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 115.84146742225265% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $4.78M $10.3M ▲ +115.9%
Year Plans Participants Total Assets
2022 1 169 $5M
2023 1 187 $8M
2024 1 211 $10M

Nearby 401(k) Plans in Oklahoma

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

Utility Tri-State 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Utility Tri-State 401(k) Plan, Total assets ($B): 0.004783572 · Participants: 169Utility Tri-State 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
Utility Tri-State 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Utility Tri-State 401(k) Plan side-by-side with 3 peers →

Utility Tri-State 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Reed City Group, LLC 401(k) Plan in MI ($5M); by covered participants it is Nye Automotive Group, Inc. 401(k) Plan in NY (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Utility Tri-State 401(k) Plan assets move in 2022? ▼
Utility Tri-State 401(k) Plan grew sharply - up 15.4% during 2022, from $4M to $5M. Reported net income was $639K.
How have Utility Tri-State, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utility Tri-State, Inc.'s sponsor-wide assets grew 115.8%, from $5M to $10M.
Which 401(k) plans are similar in size to Utility Tri-State 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reed City Group, LLC 401(k) Plan in MI ($5M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Utility Tri-State 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nye Automotive Group, Inc. 401(k) Plan in NY (169 participants, N/A 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 731312253.

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.