401(k) · DOL Form 5500 · 2023

Chickasaw Holding Company 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
196
Participants Below avg headcount
81st
Percentile by assets National rank
$170,844
Avg per participant Above avg balance/head
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Official DOL plan name: Chickasaw Holding Company Employees' 401(k) Plan · Sponsored by Chickasaw Holding Company · Oklahoma · Professional & Technical Services

$33M in assets, 196 participants

Chickasaw Holding Company's Chickasaw Holding Company Employees' 401(k) Plan reported $33M in total assets and 196 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,522 in Professional & Technical Services (20,321 peers)

Coverage in Oklahoma

Chickasaw Holding Company Employees' 401(k) Plan covers 196 participants in Oklahoma, about 26% of the average Oklahoma filer (state average ~760 per filing). Assets: $33M.

#16,522
in Professional & Technical Services (20,321 peers)
+21.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Chickasaw Holding Company Employees' 401(k) Plan's outsized position by total assets

Chickasaw Holding Company Employees' 401(k) Plan vs every filed plan by assets

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

$33,485,349 Top 19% higher than 81% 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

Chickasaw Holding Company Employees' 401(k) Plan 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. Chickasaw Holding Company Employees' 401(k) Plan sits mid-pack in the medium band (196 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chickasaw Holding Company Employees' 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Chickasaw Holding Company Employees' 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Chickasaw Holding Company Employees' 401(k) Plan reported participants fell from 208 in the plan year 2022 filing to 196 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 731370937 · Chickasaw Holding Company PY 2023 · 401(k)

Chickasaw Holding Company Employees' 401(k) Plan · $33M · 196 · 81st

  • 5500 $33M
  • 5500 196
  • 5500 81st
  • 5500 401(k)
  • 5500 near Clinipace Inc. 401(k) Profit Sharing Plan
  • 5500 ind #16522

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 Professional & Technical Services retirement plans → · Plans in Oklahoma →

Chickasaw Holding Company Employees' 401(k) Plan in the asset neighbourhood

Chickasaw Holding Company Employees' 401(k) PlanChickasaw Holding Company Em…$33MMoney Management International 401(k) Retirement PlanMoney Management Internation…$33MPmw 401(k) Plan$33MClinipace Inc. 401(k) Profit Sharing PlanClinipace Inc. 401(k) Profit…$33MMarquette Associates, Inc. Employees' Savings & Retirement PlanMarquette Associates, Inc. E…$33M
End-of-year total assets ($M) among Chickasaw Holding Company Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$6M
Employer EIN731370937
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chickasaw Holding Company)

Sponsor-wide plan assets over time

All Chickasaw Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$38M 39.237021505903456% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.6M $38.5M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 208 $28M
2023 1 196 $33M
2024 1 199 $38M

Nearby 401(k) Plans in Oklahoma

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

Chickasaw Holding Company Employees' 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Chickasaw Holding Company Employees' 401(k) Plan, Total assets ($B): 0.033485349 · Participants: 196Chickasaw Holding Company Employees' 401(k) PlanQuiktrip 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
Chickasaw Holding Company Employees' 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Chickasaw Holding Company Employees' 401(k) Plan side-by-side with 3 peers →

Chickasaw Holding Company Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Clinipace Inc. 401(k) Profit Sharing Plan in NC ($33M); by covered participants it is Logicworks 401(k) Plan in NY (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Chickasaw Holding Company Employees' 401(k) Plan assets move in 2023? ▼
Chickasaw Holding Company Employees' 401(k) Plan grew sharply - up 21.1% during 2023, from $28M to $33M. Reported net income was $6M.
How have Chickasaw Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chickasaw Holding Company's sponsor-wide assets grew 39.2%, from $28M to $38M.
Where does Chickasaw Holding Company Employees' 401(k) Plan rank by assets among Form 5500 filers? ▼
Chickasaw Holding Company Employees' 401(k) Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Chickasaw Holding Company Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clinipace Inc. 401(k) Profit Sharing Plan in NC ($33M, 326 participants).
Which 401(k) plans cover a similar participant headcount to Chickasaw Holding Company Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Logicworks 401(k) Plan in NY (196 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 731370937.

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.