401(k) · DOL Form 5500 · 2023

Oklahoma General Agency, Inc. Dba One General Agency 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
45
Participants Small participant base
39th
Percentile by assets National rank
$81,423
Avg per participant Below avg balance/head
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Official DOL plan name: One General Agency Savings Incentive Plan · Sponsored by Oklahoma General Agency, Inc. Dba One General Agency · Oklahoma · Finance & Insurance

$4M in assets, 45 participants

Oklahoma General Agency, Inc. Dba One General Agency's One General Agency Savings Incentive Plan reported $4M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,414 in Finance & Insurance (8,869 peers)

Oklahoma General Agency, Inc. Dba One General Agency multi-year trail

Oklahoma General Agency, Inc. Dba One General Agency's plans moved +49.3% in assets from 2022 to 2024; this filing shows One General Agency Savings Incentive Plan at $4M / 45 participants.

#2,414
in Finance & Insurance (8,869 peers)
+23.7%
assets growth YoY

One General Agency Savings Incentive Plan's mid-pack asset rank among Finance & Insurance and all filers

One General Agency Savings Incentive Plan vs every filed plan by assets

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

$3,664,030 39th percentile higher than 39% 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

One General Agency Savings Incentive Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. One General Agency Savings Incentive Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • One General Agency Savings Incentive Plan reported net income rose from -$791K in the plan year 2022 filing to $703K in the plan year 2023 filing.
  • One General Agency Savings Incentive Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • One General Agency Savings Incentive Plan reported participants rose from 41 in the plan year 2022 filing to 45 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 730719396 · Oklahoma General Agency, Inc. Dba One General Agency PY 2023 · 401(k)

One General Agency Savings Incentive Plan · $4M · 45 · 39th

  • 5500 $4M
  • ASSETS 45
  • PCT 39th
  • EIN 401(k)
  • RANK near Mcs Bank 401(k) and Deferred Profit Sharing Plan
  • PHOTO ind #2414

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 Finance & Insurance retirement plans → · Plans in Oklahoma →

One General Agency Savings Incentive Plan in the asset neighbourhood

One General Agency Savings Incentive PlanOne General Agency Savings I…$4MMcs Bank 401(k) and Deferred Profit Sharing PlanMcs Bank 401(k) and Deferred…$4MCollaborative Imaging 401(k) PlanCollaborative Imaging 401(k)…$4MAspen Therapy 401(k) Plan$4MBest Lighting Supply, Inc. 401(k) PlanBest Lighting Supply, Inc. 4…$4M
End-of-year total assets ($M) among One General Agency Savings Incentive Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma General Agency, Inc. Dba One General Agency multi-year asset trail

Sponsor-wide plan assets over time

All Oklahoma General Agency, Inc. Dba One General Agency plans reported in each filing year

Latest sponsor-wide plan assets
$4M 49.29308013492028% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $2.96M $4.42M ▲ +49.3%
Year Plans Participants Total Assets
2022 1 41 $3M
2023 1 45 $4M
2024 1 67 $4M

Oklahoma General Agency, Inc. Dba One General Agency filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$703K
Employer EIN730719396
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

One General Agency Savings Incentive Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants One General Agency Savings Incentive Plan, Total assets ($B): 0.00366403 · Participants: 45One General Agency Savings Incentive 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
One General Agency Savings Incentive Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

One General Agency Savings Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Mcs Bank 401(k) and Deferred Profit Sharing Plan in PA ($4M); by covered participants it is First National Financial Services 401(k) Plan in MN (45 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (45 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 One General Agency Savings Incentive Plan assets move in 2023?
One General Agency Savings Incentive Plan grew sharply - up 23.7% during 2023, from $3M to $4M. Reported net income was $703K.
How have Oklahoma General Agency, Inc. Dba One General Agency plan assets changed over time?
Across 3 plan years on file (2022-2024), Oklahoma General Agency, Inc. Dba One General Agency's sponsor-wide assets grew 49.3%, from $3M to $4M.
Which 401(k) plans are similar in size to One General Agency Savings Incentive Plan?
Among 401(k) plans in other states, the closest by assets is Mcs Bank 401(k) and Deferred Profit Sharing Plan in PA ($4M, 41 participants).
Which 401(k) plans cover a similar participant headcount to One General Agency Savings Incentive Plan?
Among 401(k) plans in other states, the closest by covered participants is First National Financial Services 401(k) Plan in MN (45 participants, $7M in assets).