401(k) · DOL Form 5500 · 2023

Oklahoma's Credit Union 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
140
Participants Small participant base
66th
Percentile by assets National rank
$103,025
Avg per participant Below avg balance/head
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Official DOL plan name: Oklahoma's Credit Union 401(k) Plan and Trust · Sponsored by Oklahoma's Credit Union · Oklahoma · Finance & Insurance

$14M in assets, 140 participants

Oklahoma's Credit Union's Oklahoma's Credit Union 401(k) Plan and Trust reported $14M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,570 in Finance & Insurance (8,869 peers)

Coverage in Oklahoma

Oklahoma's Credit Union 401(k) Plan and Trust covers 140 participants in Oklahoma, about 18% of the average Oklahoma filer (state average ~760 per filing). Assets: $14M.

#4,570
in Finance & Insurance (8,869 peers)
+17.4%
assets growth YoY

Oklahoma's Credit Union 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Oklahoma's Credit Union 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,423,499 Top 34% higher than 66% of 127,068 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 2023

Oklahoma's Credit Union 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oklahoma's Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oklahoma's Credit Union 401(k) Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Oklahoma's Credit Union 401(k) Plan and Trust end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Oklahoma's Credit Union 401(k) Plan and Trust reported participants fell from 144 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 736093655 · Oklahoma's Credit Union PY 2023 · 401(k)

Oklahoma's Credit Union 401(k) Plan and Trust · $14M · 140 · 66th

  • EIN $14M
  • EIN 140
  • EIN 66th
  • EIN 401(k)
  • EIN near Holt and Bugbee Company Retirement Savings Plan
  • EIN ind #4570

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 →

Oklahoma's Credit Union 401(k) Plan and Trust in the asset neighbourhood

Oklahoma's Credit Union 401(k) Plan and TrustOklahoma's Credit Union 401(…$14MHolt and Bugbee Company Retirement Savings PlanHolt and Bugbee Company Reti…$14MRoot Laboratory, Inc. 401(k) Profit Sharing PlanRoot Laboratory, Inc. 401(k)…$14MThe Custom Companies Retirement Savings PlanThe Custom Companies Retirem…$14MBob Brown Chevrolet, Inc. Profit Sharing PlanBob Brown Chevrolet, Inc. Pr…$14M
End-of-year total assets ($M) among Oklahoma's Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN736093655
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oklahoma's Credit Union)

Sponsor-wide plan assets over time

All Oklahoma's Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$17M 39.825930897143714% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.3M $17.2M ▲ +39.9%
Year Plans Participants Total Assets
2022 1 144 $12M
2023 1 140 $14M
2024 1 156 $17M

Nearby 401(k) Plans in Oklahoma

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

Oklahoma's Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Oklahoma's Credit Union 401(k) Plan and Trust, Total assets ($B): 0.014423499 · Participants: 140Oklahoma's Credit Union 401(k) Plan and TrustQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Oklahoma's Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Oklahoma's Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Oklahoma's Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Holt and Bugbee Company Retirement Savings Plan in MA ($14M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oklahoma's Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Oklahoma's Credit Union 401(k) Plan and Trust grew sharply - up 17.4% during 2023, from $12M to $14M. Reported net income was $2M.
How have Oklahoma's Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oklahoma's Credit Union's sponsor-wide assets grew 39.8%, from $12M to $17M.
Which 401(k) plans are similar in size to Oklahoma's Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Holt and Bugbee Company Retirement Savings Plan in MA ($14M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Oklahoma's Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 736093655.

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.