Defined Benefit (Pension) · DOL Form 5500 · 2022
The William K. Warren Foundation Pension Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 26
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $909,253
- Avg per participant High balance/head
Official DOL plan name: The Warren Employees' Retirement Plan · Sponsored by The William K. Warren Foundation · Oklahoma · Other Services
$24M in assets, 26 participants
The William K. Warren Foundation's The Warren Employees' Retirement Plan reported $24M in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #7,510 in Other Services (8,398 peers)
Where The Warren Employees' Retirement Plan sits by assets
The Warren Employees' Retirement Plan sits in the top quartile of all filed plans by assets, $24M for 26 participants (~$909,253/participant), down 16.1% in 2022.
- #7,510
- in Other Services (8,398 peers)
- -16.1%
- assets change YoY
- 0.2×
- 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.
The Warren Employees' Retirement Plan's outsized position by total assets
The Warren Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$23,640,581 Top 20% higher than 80% 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
The Warren Employees' Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Warren Employees' Retirement Plan is a small filing (26 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 730609599 · The William K. Warren Foundation PY 2022 · Defined Benefit (Pension)
The Warren Employees' Retirement Plan · $24M · 26 · 80th
- RANK $24M
- PHOTO 26
- IND 80th
- EOY Defined Benefit (Pension)
- 5500 near Retirement Plan for Employees of Cedar Chemical Corporation
- ASSETS ind #7510
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 Other Services retirement plans → · Plans in Oklahoma →
The Warren Employees' Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$5M |
| Employer EIN | 730609599 |
| Plan Effective Date | 1975-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The William K. Warren Foundation)
Sponsor-wide plan assets over time
All The William K. Warren Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 25.786984676899436% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $24M |
| 2023 | 1 | 22 | $29M |
| 2024 | 1 | 21 | $30M |
Nearby Defined Benefit (Pension) Plans in Oklahoma
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pipeline Industry Pension Fund $1.4B · 2,848
- Williams Pension Plan $879M · 3,868
- One Gas, Inc. Retirement Plan $769M · 840
- Retirement Plan for Employees of Devon Energy Corporation $482M · 181
- Integris Health, Inc. Retirement Plan a $408M · 1,297
The Warren Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oklahoma, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Cedar Chemical Corporation in FL ($24M); by covered participants it is Brookhaven Memorial Hospital Medical Center Dba Long Island Community Hospital Retirement Income Plan in NY (26 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (26 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.