401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$318M
Total assets: 1,889
Participants: 97th
Percentile by assets: $168,258
Avg per participant

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.

97th percentile by assets (of 139,126 plans)
#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.

$318M
total plan assets (2022 EOY): 1,889
covered participants: 97th
percentile by assets (of 139,126 plans): $168,258
avg assets per participant

Where Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features sits 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

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State

Oklahoma

Industry

Finance & Insurance

Participants vs Oklahoma filers

In Oklahoma, the average filing covers about 760 participants across 1,268 plans. Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features reports 1,889 participants - 2.5x that state average ($318M EOY assets).

Oklahoma filing particulars

Total Assets (Beginning of Year)	$294M
Net Assets (End of Year)	$317M
Net Income	$36M
Employer EIN	730936842
Plan Effective Date	1956-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Spend Life Wisely Company, Inc. plans on file

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

Quiktrip Corporation Retirement Plan $3.7B · 10,862
The Williams Investment Plus Plan $1.4B · 4,848
Bok Financial 401(k) Plan $917M · 4,683
Devon Energy Corporation Incentive Savings Plan $792M · 1,642
One Gas, Inc. 401(k) Plan $774M · 3,586

Compare Spend Life Wisely Company, Inc. Employee… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features by total assets, not by location.

James Hardie Building Products, Inc. Retirement Plan (IL) $318M · 3,277
Thornton Tomasetti, Inc. 401(k) Profit Sharing Plan (NY) $318M · 1,083
Staples US Retail 401(k) Retirement Plan (MA) $318M · 12,456
Solar Savings and Investment Plan (CA) $318M · 954

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).

Next read for Spend Life Wisely Company, Inc. Employee…

Filing takeaways

Ways to act on Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features's numbers.

By total assets, Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Oklahoma. Compare plans
Spend Life Wisely Company, Inc.'s sponsor-wide assets have grown 14.3% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.