401(k) · DOL Form 5500 · 2023

Weokie Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
226
Participants Below avg headcount
81st
Percentile by assets National rank
$146,600
Avg per participant Above avg balance/head
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Official DOL plan name: Weokie Federal Credit Union 401(k) Plan and Trust · Sponsored by Weokie Federal Credit Union · Oklahoma · Finance & Insurance

$33M in assets, 226 participants

Weokie Federal Credit Union's Weokie Federal Credit Union 401(k) Plan and Trust reported $33M in total assets and 226 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,234 in Finance & Insurance (8,869 peers)

Coverage in Oklahoma

Weokie Federal Credit Union 401(k) Plan and Trust covers 226 participants in Oklahoma, about 30% of the average Oklahoma filer (state average ~760 per filing). Assets: $33M.

#6,234
in Finance & Insurance (8,869 peers)
+10.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Weokie Federal Credit Union 401(k) Plan and Trust's outsized position by total assets

Weokie Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$33,131,639 Top 19% higher than 81% 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

Weokie Federal Credit Union 401(k) Plan and Trust 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. Weokie Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (226 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Weokie Federal Credit Union 401(k) Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Weokie Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $30M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Weokie Federal Credit Union 401(k) Plan and Trust reported participants fell from 239 in the plan year 2022 filing to 226 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 730784198 · Weokie Federal Credit Union PY 2023 · 401(k)

Weokie Federal Credit Union 401(k) Plan and Trust · $33M · 226 · 81st

  • IND $33M
  • EOY 226
  • 5500 81st
  • ASSETS 401(k)
  • PCT near Gbbn Architects, Inc. 401(k) Savings Plan
  • EIN ind #6234

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 →

Weokie Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Weokie Federal Credit Union 401(k) Plan and TrustWeokie Federal Credit Union …$33MGbbn Architects, Inc. 401(k) Savings PlanGbbn Architects, Inc. 401(k)…$33MNorth Atlantic Industries, Inc. 401(k) PlanNorth Atlantic Industries, I…$33MMedhq, LLC 401(k) Plan$33MKramer Beverage Co. , LLC Employees' Profit Sharing PlanKramer Beverage Co. , LLC Em…$33M
End-of-year total assets ($M) among Weokie Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$33M
Net Income$3M
Employer EIN730784198
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Weokie Federal Credit Union)

Sponsor-wide plan assets over time

All Weokie Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$39M 29.739573091950998% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $30.1M $39M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 239 $30M
2023 1 226 $33M
2024 1 227 $39M

Nearby 401(k) Plans in Oklahoma

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

Weokie Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Weokie Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.033131639 · Participants: 226Weokie Federal Credit Union 401(k) Plan and TrustQuiktrip 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
Weokie Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Weokie Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Weokie Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Gbbn Architects, Inc. 401(k) Savings Plan in OH ($33M); by covered participants it is Cogent, Inc. Profit Sharing 401(k) Plan in MO (226 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (226 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 Weokie Federal Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Weokie Federal Credit Union 401(k) Plan and Trust grew at a solid clip - up 10.1% during 2023, from $30M to $33M. Reported net income was $3M.
How have Weokie Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weokie Federal Credit Union's sponsor-wide assets grew 29.7%, from $30M to $39M.
Where does Weokie Federal Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Weokie Federal Credit Union 401(k) Plan and Trust ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Weokie Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gbbn Architects, Inc. 401(k) Savings Plan in OH ($33M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Weokie Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cogent, Inc. Profit Sharing 401(k) Plan in MO (226 participants, $29M 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 730784198.

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.