401(k) · DOL Form 5500 · 2022

Spend Life Wisely Company, Inc. 401(k) Plan

Data updated 2026-08-25

$318M
Total assets Above avg plan size
1,889
Participants Near avg headcount
97th
Percentile by assets National rank
$168,258
Avg per participant Above avg balance/head
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Official DOL plan name: Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features · Sponsored by Spend Life Wisely Company, Inc. · Oklahoma · Finance & Insurance

$318M in assets, 1,889 participants

Spend Life Wisely Company, Inc.'s Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features reported $318M in total assets and 1,889 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,760 in Finance & Insurance (9,261 peers)

Coverage in Oklahoma

Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features covers 1,889 participants in Oklahoma, 2.5x the typical Oklahoma plan (state average ~760 per filing). Assets: $318M.

#8,760
in Finance & Insurance (9,261 peers)
+8.0%
assets growth YoY
3.2×
vs typical plan assets (national mean)

Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features's outsized position by total assets

Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features vs every filed plan by assets

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

$317,839,516 Top 3% higher than 97% 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

Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features'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. Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features lands in the large band (1,889 participants).

Form 5500 schedule snapshot

Filing strip 730936842 · Spend Life Wisely Company, Inc. PY 2022 · 401(k)

Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features · $318M · 1,889 · 97th

  • EIN $318M
  • RANK 1,889
  • PHOTO 97th
  • IND 401(k)
  • EOY near James Hardie Building Products, Inc. Retirement Plan
  • 5500 ind #8760

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 →

Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features in the asset neighbourhood

Solar Savings and Investment PlanSolar Savings and Investment…$318MStaples US Retail 401(k) Retirement PlanStaples US Retail 401(k) Ret…$318MSpend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) FeaturesSpend Life Wisely Company, I…$318MJames Hardie Building Products, Inc. Retirement PlanJames Hardie Building Produc…$318MThornton Tomasetti, Inc. 401(k) Profit Sharing PlanThornton Tomasetti, Inc. 401…$318M
End-of-year total assets ($M) among Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$294M
Net Assets (End of Year)$317M
Net Income$36M
Employer EIN730936842
Plan Effective Date1956-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spend Life Wisely Company, Inc.)

Sponsor-wide plan assets over time

All Spend Life Wisely Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$363M 14.28382146164607% vs 2022
2024 filing year
$300M$320M$340M$360M$380M 202220232024 $318M $363M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 1,889 $318M
2023 1 1,977 $326M
2024 1 1,941 $363M

Nearby 401(k) Plans in Oklahoma

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

Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 01234 Total assets ($B) Participants Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features, Total assets ($B): 0.317839516 · Participants: 1889Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) FeaturesQuiktrip 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
Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features side-by-side with 3 peers →

Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is James Hardie Building Products, Inc. Retirement Plan in IL ($318M); by covered participants it is Sunpower Corporation 401(k) Savings Plan in CA (1,889 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($318M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,889 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 Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features assets move in 2022? ▼
Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features grew at a solid clip - up 8.0% during 2022, from $294M to $318M. Reported net income was $36M.
How have Spend Life Wisely Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spend Life Wisely Company, Inc.'s sponsor-wide assets grew 14.3%, from $318M to $363M.
Where does Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features rank by assets among Form 5500 filers? ▼
Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features? ▼
Among 401(k) plans in other states, the closest by assets is James Hardie Building Products, Inc. Retirement Plan in IL ($318M, 3,277 participants).
Which 401(k) plans cover a similar participant headcount to Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunpower Corporation 401(k) Savings Plan in CA (1,889 participants, $134M 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 730936842.

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.