401(k) · DOL Form 5500 · 2023

Aaon, Inc. 401(k) Plan

Data updated 2026-08-25

$312M
Total assets Above avg plan size
3,270
Participants Above avg headcount
96th
Percentile by assets National rank
$95,310
Avg per participant Below avg balance/head
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Official DOL plan name: Aaon, Inc. Savings and Investment Plan · Sponsored by Aaon, Inc. · Oklahoma · Manufacturing

$312M in assets, 3,270 participants

Aaon, Inc.'s Aaon, Inc. Savings and Investment Plan reported $312M in total assets and 3,270 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #17,600 in Manufacturing (18,722 peers)

Coverage in Oklahoma

Aaon, Inc. Savings and Investment Plan covers 3,270 participants in Oklahoma, 4.3x the typical Oklahoma plan (state average ~760 per filing). Assets: $312M.

#17,600
in Manufacturing (18,722 peers)
+38.5%
assets growth YoY
3.1×
vs typical plan assets (national mean)

Aaon, Inc. Savings and Investment Plan's outsized position by total assets

Aaon, Inc. Savings and Investment Plan vs every filed plan by assets

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

$311,662,210 Top 4% higher than 96% 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

Aaon, Inc. Savings and Investment Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aaon, Inc. Savings and Investment Plan lands in the large band (3,270 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aaon, Inc. Savings and Investment Plan reported net income rose from -$5M in the plan year 2022 filing to $87M in the plan year 2023 filing.
  • Aaon, Inc. Savings and Investment Plan end-of-year assets rose from $225M in the plan year 2022 filing to $312M in the plan year 2023 filing.
  • Aaon, Inc. Savings and Investment Plan reported participants fell from 4,509 in the plan year 2022 filing to 3,270 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 731328149 · Aaon, Inc. PY 2023 · 401(k)

Aaon, Inc. Savings and Investment Plan · $312M · 3,270 · 96th

  • SCH $312M
  • SCH 3,270
  • SCH 96th
  • SCH 401(k)
  • SCH near Kelly Retirement Savings Plan
  • SCH ind #17600

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 Manufacturing retirement plans → · Plans in Oklahoma →

Aaon, Inc. Savings and Investment Plan in the asset neighbourhood

Palantir Technologies 401(k) PlanPalantir Technologies 401(k)…$312MToray 401(k) Savings Plan$312MBoeing Employees' Credit Union 401(k) PlanBoeing Employees' Credit Uni…$312MAaon, Inc. Savings and Investment PlanAaon, Inc. Savings and Inves…$312MKelly Retirement Savings Plan$312M
End-of-year total assets ($M) among Aaon, Inc. Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$225M
Net Assets (End of Year)$312M
Net Income$87M
Employer EIN731328149
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aaon, Inc.)

Sponsor-wide plan assets over time

All Aaon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$449M 99.4109900836422% vs 2022
2024 filing year
$200M$300M$400M$500M 202220232024 $225M $449M ▲ +99.4%
Year Plans Participants Total Assets
2022 1 4,509 $225M
2023 1 3,270 $312M
2024 1 3,690 $449M

Nearby 401(k) Plans in Oklahoma

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

Aaon, Inc. Savings and Investment Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 012345 Total assets ($B) Participants Aaon, Inc. Savings and Investment Plan, Total assets ($B): 0.31166221 · Participants: 3270Aaon, Inc. Savings and Investment 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
Aaon, Inc. Savings and Investment Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Aaon, Inc. Savings and Investment Plan side-by-side with 3 peers →

Aaon, Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Kelly Retirement Savings Plan in MI ($312M); by covered participants it is Fairview Health Services 401(k) Plan in MN (3,270 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($312M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,270 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 Aaon, Inc. Savings and Investment Plan assets move in 2023? ▼
Aaon, Inc. Savings and Investment Plan surged - up 38.5% during 2023, from $225M to $312M. Reported net income was $87M.
How have Aaon, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aaon, Inc.'s sponsor-wide assets grew 99.4%, from $225M to $449M.
Where does Aaon, Inc. Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Aaon, Inc. Savings and Investment Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Aaon, Inc. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kelly Retirement Savings Plan in MI ($312M, 156,083 participants).
Which 401(k) plans cover a similar participant headcount to Aaon, Inc. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fairview Health Services 401(k) Plan in MN (3,270 participants, $171M 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 731328149.

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.