Defined Benefit (Pension) · DOL Form 5500 · 2023
The William K. Warren Foundation Pension Plan
Data updated 2026-08-11
- $29M
- Total assets
- 22
- Participants
- 79th
- Percentile by assets
- $1.3M
- Avg per participant
Official DOL plan name: The Warren Employees' Retirement Plan · Sponsored by The William K. Warren Foundation · Oklahoma · Other Services
$29M in assets, 22 participants
The William K. Warren Foundation's The Warren Employees' Retirement Plan reported $29M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- 79th percentile by assets (of 127,072 plans)
- #7,018 in Other Services (7,857 peers)
Where The Warren Employees' Retirement Plan sits by assets
The Warren Employees' Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 22 participants (~$1.3M/participant), up 23.4% in 2023.
- $29M
- total plan assets (2023 EOY)
- 22
- covered participants
- 79th
- percentile by assets (of 127,072 plans)
- $1.3M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Warren Employees' Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- The Warren Employees' Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- The Warren Employees' Retirement Plan reported participants fell from 26 in the plan year 2022 filing to 22 in the plan year 2023 filing.
The Warren Employees' Retirement Plan vs the 2023 asset distribution
By assets, The Warren Employees' Retirement Plan outranks 79% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $6M |
| Employer EIN | 730609599 |
| Plan Effective Date | 1975-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The William K. Warren Foundation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $24M |
| 2023 | 1 | 22 | $29M |
| 2024 | 1 | 21 | $30M |
Nearby Defined Benefit (Pension) Plans in Oklahoma
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
The Warren Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants
- Pipeline Industry Pension Fund $1.6B · 1,904
- Williams Pension Plan $1.3B · 3,588
- One Gas, Inc. Retirement Plan $796M · 740
- Retirement Plan for Employees of Devon Energy Corporation $480M · 171
- Integris Health, Inc. Retirement Plan a $423M · 1,145
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The Warren Employees' Retirement Plan by total assets, not by location.
- Banco Popular De Pr Tax Qualified Ret. Restoration Plan (PR) $29M · 9
- Gastronomical Workers Union Local 610 and Metropolitan Association Pension Fund (MD) $29M · 1
- Pension Plan of Danville Metal Stamping Co., Inc (IL) $29M · 605
- American Postal Workers Union Health Plan Management Staff Pension Plan (MD) $29M · 78
Frequently Asked Questions
How did The Warren Employees' Retirement Plan assets move in 2023? ▼
How have The William K. Warren Foundation plan assets changed over time? ▼
Where does The Warren Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to The Warren Employees' Retirement Plan? ▼
Next read for The Warren Employees' Retirement Plan
Scale reading
Ways to act on The Warren Employees' Retirement Plan's numbers.
- By total assets, The Warren Employees' Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Oklahoma. Compare plans
- The William K. Warren Foundation's sponsor-wide assets have grown 25.8% since 2022 across 3 plan years on file. More Other Services plans