401(k) · DOL Form 5500 · 2023

Kaiser-Francis Oil Company 401(k) Plan

Data updated 2026-08-25

$114M
Total assets Near avg plan size
360
Participants Below avg headcount
92nd
Percentile by assets National rank
$316,389
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kaiser-Francis Oil Company Retirement Income Plan · Sponsored by Kaiser-Francis Oil Company · Oklahoma · Manufacturing

$114M in assets, 360 participants

Kaiser-Francis Oil Company's Kaiser-Francis Oil Company Retirement Income Plan reported $114M in total assets and 360 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,458 in Manufacturing (18,722 peers)

Coverage in Oklahoma

Kaiser-Francis Oil Company Retirement Income Plan covers 360 participants in Oklahoma, about 47% of the average Oklahoma filer (state average ~760 per filing). Assets: $114M.

#16,458
in Manufacturing (18,722 peers)
+13.1%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Kaiser-Francis Oil Company Retirement Income Plan's outsized position by total assets

Kaiser-Francis Oil Company Retirement Income Plan vs every filed plan by assets

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

$113,900,034 Top 8% higher than 92% 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

Kaiser-Francis Oil Company Retirement Income 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. Kaiser-Francis Oil Company Retirement Income Plan sits mid-pack in the medium band (360 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kaiser-Francis Oil Company Retirement Income Plan reported net income rose from -$34M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Kaiser-Francis Oil Company Retirement Income Plan reported participants fell from 417 in the plan year 2022 filing to 360 in the plan year 2023 filing.
  • Kaiser-Francis Oil Company Retirement Income Plan end-of-year assets rose from $101M in the plan year 2022 filing to $114M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 731006655 · Kaiser-Francis Oil Company PY 2023 · 401(k)

Kaiser-Francis Oil Company Retirement Income Plan · $114M · 360 · 92nd

  • 5500 $114M
  • 5500 360
  • 5500 92nd
  • 5500 401(k)
  • 5500 near Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan
  • 5500 ind #16458

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 →

Kaiser-Francis Oil Company Retirement Income Plan in the asset neighbourhood

Minitab, LLC 401(k) Retirement PlanMinitab, LLC 401(k) Retireme…$114MKaiser-Francis Oil Company Retirement Income PlanKaiser-Francis Oil Company R…$114MOatey Co. Profit Sharing Retirement Trust and Savings Incentive PlanOatey Co. Profit Sharing Ret…$114MBallad Health 401(k) Plan$114MUnigroup, C.a. Resources for Employees' Leisure Years PlanUnigroup, C.a. Resources for…$114M
End-of-year total assets ($M) among Kaiser-Francis Oil Company Retirement Income Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$114M
Net Income$13M
Employer EIN731006655
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaiser-Francis Oil Company)

Sponsor-wide plan assets over time

All Kaiser-Francis Oil Company plans reported in each filing year

Latest sponsor-wide plan assets
$116M 15.083364629337359% vs 2022
2024 filing year
$95M$100M$105M$110M$115M$120M 202220232024 $101M $116M ▲ +15.1%
Year Plans Participants Total Assets
2022 1 417 $101M
2023 1 360 $114M
2024 1 345 $116M

Nearby 401(k) Plans in Oklahoma

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

Kaiser-Francis Oil Company Retirement Income Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Kaiser-Francis Oil Company Retirement Income Plan, Total assets ($B): 0.113900034 · Participants: 360Kaiser-Francis Oil Company Retirement Income 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
Kaiser-Francis Oil Company Retirement Income Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Kaiser-Francis Oil Company Retirement Income Plan side-by-side with 3 peers →

Kaiser-Francis Oil Company Retirement Income Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan in OH ($114M); by covered participants it is Johanson Dielectrics, Inc. 401(k) Retirement Plan in CA (360 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (360 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 Kaiser-Francis Oil Company Retirement Income Plan assets move in 2023? ▼
Kaiser-Francis Oil Company Retirement Income Plan grew at a solid clip - up 13.1% during 2023, from $101M to $114M. Reported net income was $13M.
How have Kaiser-Francis Oil Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaiser-Francis Oil Company's sponsor-wide assets grew 15.1%, from $101M to $116M.
Where does Kaiser-Francis Oil Company Retirement Income Plan rank by assets among Form 5500 filers? ▼
Kaiser-Francis Oil Company Retirement Income Plan ranks in the 92nd 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 Kaiser-Francis Oil Company Retirement Income Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan in OH ($114M, 1,206 participants).
Which 401(k) plans cover a similar participant headcount to Kaiser-Francis Oil Company Retirement Income Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Johanson Dielectrics, Inc. 401(k) Retirement Plan in CA (360 participants, $10M 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 731006655.

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.