401(k) · DOL Form 5500 · 2023

Utility Tri-State, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
187
Participants Below avg headcount
53rd
Percentile by assets National rank
$41,085
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Utility Tri-State 401(k) Plan · Sponsored by Utility Tri-State, Inc. · Oklahoma · Wholesale Trade

$8M in assets, 187 participants

Utility Tri-State, Inc.'s Utility Tri-State 401(k) Plan reported $8M in total assets and 187 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,738 in Wholesale Trade (6,309 peers)

Coverage in Oklahoma

Utility Tri-State 401(k) Plan covers 187 participants in Oklahoma, about 25% of the average Oklahoma filer (state average ~760 per filing). Assets: $8M.

#2,738
in Wholesale Trade (6,309 peers)
+60.6%
assets growth YoY

Utility Tri-State 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Utility Tri-State 401(k) Plan vs every filed plan by assets

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

$7,682,885 Top 47% higher than 53% 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

Utility Tri-State 401(k) 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. Utility Tri-State 401(k) Plan sits mid-pack in the medium band (187 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Utility Tri-State 401(k) Plan reported net income rose from $639K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Utility Tri-State 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Utility Tri-State 401(k) Plan reported participants rose from 169 in the plan year 2022 filing to 187 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 731312253 · Utility Tri-State, Inc. PY 2023 · 401(k)

Utility Tri-State 401(k) Plan · $8M · 187 · 53rd

  • BOY $8M
  • BOY 187
  • BOY 53rd
  • BOY 401(k)
  • BOY near Evo 401(k) Plan
  • BOY ind #2738

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 Wholesale Trade retirement plans → · Plans in Oklahoma →

Utility Tri-State 401(k) Plan in the asset neighbourhood

Utility Tri-State 401(k) Plan$8MEvo 401(k) Plan$8MHyman Bros. of Midlothian 401(k) PlanHyman Bros. of Midlothian 40…$8MMccollum, Crowley, Moschet & Miller, Ltd. 401(k) PlanMccollum, Crowley, Moschet &…$8MAmerican Bank and Trust Company 401(k) Profit Sharing PlanAmerican Bank and Trust Comp…$8M
End-of-year total assets ($M) among Utility Tri-State 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$8M
Net Income$3M
Employer EIN731312253
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Utility Tri-State, Inc.)

Sponsor-wide plan assets over time

All Utility Tri-State, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 115.84146742225265% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $4.78M $10.3M ▲ +115.9%
Year Plans Participants Total Assets
2022 1 169 $5M
2023 1 187 $8M
2024 1 211 $10M

Nearby 401(k) Plans in Oklahoma

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

Utility Tri-State 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Utility Tri-State 401(k) Plan, Total assets ($B): 0.007682885 · Participants: 187Utility Tri-State 401(k) 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
Utility Tri-State 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Utility Tri-State 401(k) Plan side-by-side with 3 peers →

Utility Tri-State 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Evo 401(k) Plan in AZ ($8M); by covered participants it is The Infosoft Group Retirement Plan in WI (187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (187 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 Utility Tri-State 401(k) Plan assets move in 2023? ▼
Utility Tri-State 401(k) Plan surged - up 60.6% during 2023, from $5M to $8M. Reported net income was $3M.
How have Utility Tri-State, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utility Tri-State, Inc.'s sponsor-wide assets grew 115.8%, from $5M to $10M.
Which 401(k) plans are similar in size to Utility Tri-State 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Evo 401(k) Plan in AZ ($8M, 2,827 participants).
Which 401(k) plans cover a similar participant headcount to Utility Tri-State 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Infosoft Group Retirement Plan in WI (187 participants, N/A 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 731312253.

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.