401(k) · DOL Form 5500 · 2023
Schusterman Interests, LLC 401(k) Plan
Data updated 2026-08-25
- $140M
- Total assets Near avg plan size
- 339
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $411,965
- Avg per participant High balance/head
Official DOL plan name: The Schusterman Interests, LLC Employees' Thrift Retirement Plan · Sponsored by Schusterman Interests, LLC · Oklahoma · Management of Enterprises
$140M in assets, 339 participants
Schusterman Interests, LLC's The Schusterman Interests, LLC Employees' Thrift Retirement Plan reported $140M in total assets and 339 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #905 in Management of Enterprises (1,137 peers)
Coverage in Oklahoma
The Schusterman Interests, LLC Employees' Thrift Retirement Plan covers 339 participants in Oklahoma, about 45% of the average Oklahoma filer (state average ~760 per filing). Assets: $140M.
- #905
- in Management of Enterprises (1,137 peers)
- +21.4%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
The Schusterman Interests, LLC Employees' Thrift Retirement Plan's outsized position by total assets
The Schusterman Interests, LLC Employees' Thrift Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$139,656,007 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Schusterman Interests, LLC Employees' Thrift Retirement 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. The Schusterman Interests, LLC Employees' Thrift Retirement Plan sits mid-pack in the medium band (339 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Schusterman Interests, LLC Employees' Thrift Retirement Plan reported net income rose from -$22M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- The Schusterman Interests, LLC Employees' Thrift Retirement Plan end-of-year assets rose from $115M in the plan year 2022 filing to $140M in the plan year 2023 filing.
- The Schusterman Interests, LLC Employees' Thrift Retirement Plan reported participants rose from 333 in the plan year 2022 filing to 339 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 853282808 · Schusterman Interests, LLC PY 2023 · 401(k)
The Schusterman Interests, LLC Employees' Thrift Retirement Plan · $140M · 339 · 93rd
- ASSETS $140M
- PCT 339
- EIN 93rd
- RANK 401(k)
- PHOTO near Social Finance, Inc. 401(k) Plan
- IND ind #905
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 Management of Enterprises retirement plans → · Plans in Oklahoma →
The Schusterman Interests, LLC Employees' Thrift Retirement Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $115M |
|---|---|
| Net Assets (End of Year) | $140M |
| Net Income | $25M |
| Employer EIN | 853282808 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Schusterman Interests, LLC)
Sponsor-wide plan assets over time
All Schusterman Interests, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $152M 32.39686658299656% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 333 | $115M |
| 2023 | 1 | 339 | $140M |
| 2024 | 1 | 363 | $152M |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.2B · 11,746
- The Williams Investment Plus Plan $1.7B · 5,041
- Oneok, Inc. 401(k) Plan $1.2B · 2,965
- Bok Financial 401(k) Plan $1.0B · 4,766
- Devon Energy Corporation Incentive Savings Plan $933M · 1,858
The Schusterman Interests, LLC Employees' Thrift Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Social Finance, Inc. 401(k) Plan in CA ($140M); by covered participants it is Simply Storage Management , LLC 401(k) Plan in FL (339 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($140M here).
- Social Finance, Inc. 401(k) Plan (CA) $140M · 3,101
- Smart National Supplemental Savings Plan (VA) $140M · 9,773
- Lucid Motors 401(k) Plan (CA) $140M · 6,883
- Cavco Industries, Inc. 401(k) Plan (AZ) $140M · 5,263
Similar participant headcount
Nearest other-state filings by covered participants (339 participants); asset peers above are excluded.
- Simply Storage Management , LLC 401(k) Plan (FL) 339 · 0 off
- Location Services, LLC Dba Pathfinder Services 401(k) Plan (IN) 339 · 0 off
- Techsource, Inc. 401(k) Profit Sharing Plan (NM) 339 · 0 off
- G.E. Foodland Retirement Plan (TX) 339 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.