401(k) · DOL Form 5500 · 2023
Aaon, Inc. 401(k) Plan
Data updated 2026-08-11
- $312M
- Total assets
- 3,270
- Participants
- 96th
- Percentile by assets
- $95,310
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $312M
- total plan assets (2023 EOY)
- 3,270
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $95,310
- avg assets per participant
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.
Participants vs Oklahoma filers
In Oklahoma, the average filing covers about 760 participants across 1,268 plans. Aaon, Inc. Savings and Investment Plan reports 3,270 participants - 4.3x that state average ($312M EOY assets).
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $225M |
|---|---|
| Net Assets (End of Year) | $312M |
| Net Income | $87M |
| Employer EIN | 731328149 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aaon, Inc.)
| 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
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Aaon, Inc. Savings and Investment Plan by total assets, not by location.
- Kelly Retirement Savings Plan (MI) $312M · 156,083
- Boeing Employees' Credit Union 401(k) Plan (WA) $312M · 2,842
- Toray 401(k) Savings Plan (RI) $312M · 1,717
- Palantir Technologies 401(k) Plan (CO) $312M · 2,416
Frequently Asked Questions
How did Aaon, Inc. Savings and Investment Plan assets move in 2023? ▼
How have Aaon, Inc. plan assets changed over time? ▼
Where does Aaon, Inc. Savings and Investment Plan rank by assets among Form 5500 filers? ▼
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Next read for Aaon, Inc. Savings and Investment Plan
Filing takeaways
Ways to act on Aaon, Inc. Savings and Investment Plan's numbers.
- By total assets, Aaon, Inc. Savings and Investment Plan ranks in the top 5% 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
- Aaon, Inc.'s sponsor-wide assets have grown 99.4% since 2022 across 3 plan years on file. More Manufacturing plans