401(k) · DOL Form 5500 · 2023

Schusterman Interests, LLC 401(k) Plan

Data updated 2026-08-11

$140M
Total assets: 339
Participants: 93rd
Percentile by assets: $411,965
Avg per participant

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.

93rd percentile by assets (of 127,072 plans)
#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.

$140M
total plan assets (2023 EOY): 339
covered participants: 93rd
percentile by assets (of 127,072 plans): $411,965
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Oklahoma

Industry

Management of Enterprises

Participants vs Oklahoma filers

In Oklahoma, the average filing covers about 760 participants across 1,268 plans. The Schusterman Interests, LLC Employees' Thrift Retirement Plan reports 339 participants - about 45% of that state average ($140M EOY assets).

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)

Total plan assets by year, all Schusterman Interests, LLC plans on file

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.

The Schusterman Interests, LLC Employees' Thrift Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

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

Compare The Schusterman Interests, LLC Employees… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Schusterman Interests, LLC Employees' Thrift Retirement Plan by total assets, not by location.

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

Frequently Asked Questions

How did The Schusterman Interests, LLC Employees' Thrift Retirement Plan assets move in 2023? ▼

The Schusterman Interests, LLC Employees' Thrift Retirement Plan grew sharply - up 21.4% during 2023, from $115M to $140M. Reported net income was $25M.

How have Schusterman Interests, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Schusterman Interests, LLC's sponsor-wide assets grew 32.4%, from $115M to $152M.

Where does The Schusterman Interests, LLC Employees' Thrift Retirement Plan rank by assets among Form 5500 filers? ▼

The Schusterman Interests, LLC Employees' Thrift Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to The Schusterman Interests, LLC Employees' Thrift Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Social Finance, Inc. 401(k) Plan in CA ($140M, 3,101 participants).

Next read for The Schusterman Interests, LLC Employees…

Filing takeaways

Ways to act on The Schusterman Interests, LLC Employees' Thrift Retirement Plan's numbers.

By total assets, The Schusterman Interests, LLC Employees' Thrift Retirement Plan ranks in the top 10% 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
Schusterman Interests, LLC's sponsor-wide assets have grown 32.4% since 2022 across 3 plan years on file. More Management of Enterprises plans

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 853282808.