Defined Benefit (Pension) · DOL Form 5500 · 2023

The William K. Warren Foundation Pension Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
22
Participants Small participant base
79th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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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.

  • #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.

#7,018
in Other Services (7,857 peers)
+23.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Warren Employees' Retirement Plan's outsized position by total assets

The Warren Employees' Retirement Plan vs every filed plan by assets

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

$29,176,698 Top 21% higher than 79% 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

The Warren Employees' Retirement 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. The Warren Employees' Retirement Plan is a small filing (22 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 730609599 · The William K. Warren Foundation PY 2023 · Defined Benefit (Pension)

The Warren Employees' Retirement Plan · $29M · 22 · 79th

  • PHOTO $29M
  • PHOTO 22
  • PHOTO 79th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Banco Popular De Pr Tax Qualified Ret. Restoration Plan
  • PHOTO ind #7018

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 Other Services retirement plans → · Plans in Oklahoma →

The Warren Employees' Retirement Plan in the asset neighbourhood

American Postal Workers Union Health Plan Management Staff Pension PlanAmerican Postal Workers Unio…$29MThe Warren Employees' Retirement PlanThe Warren Employees' Retire…$29MBanco Popular De Pr Tax Qualified Ret. Restoration PlanBanco Popular De Pr Tax Qual…$29MGastronomical Workers Union Local 610 and Metropolitan Association Pension FundGastronomical Workers Union …$29MPension Plan of Danville Metal Stamping Co., IncPension Plan of Danville Met…$29M
End-of-year total assets ($M) among The Warren Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$29M
Net Income$6M
Employer EIN730609599
Plan Effective Date1975-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The William K. Warren Foundation)

Sponsor-wide plan assets over time

All The William K. Warren Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$30M 25.786984676899436% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $23.6M $29.7M ▲ +25.8%
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 Scatter plot of 6 data points. -100001000200030004000 -0.500.511.52 Total assets ($B) Participants The Warren Employees' Retirement Plan, Total assets ($B): 0.029176698 · Participants: 22The Warren Employees' Retirement PlanPipeline Industry Pension Fund, Total assets ($B): 1.550776271 · Participants: 1904Pipeline Industry Pension FundWilliams Pension Plan, Total assets ($B): 1.33243367 · Participants: 3588Williams Pension PlanOne Gas, Inc. Retirement Plan, Total assets ($B): 0.795535 · Participants: 740One Gas, Inc. Retirement PlanRetirement Plan for Employees of Devon Energy Corporation, Total assets ($B): 0.480356058 · Participants: 171Retirement Plan for Employees of Devon Energy CorporationIntegris Health, Inc. Retirement Plan a, Total assets ($B): 0.422772766 · Participants: 1145Integris Health, Inc. Retirement Plan a
The Warren Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants
Compare The Warren Employees' Retirement Plan side-by-side with 3 peers →

The Warren Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oklahoma, the nearest Defined Benefit (Pension) by assets is Banco Popular De Pr Tax Qualified Ret. Restoration Plan in PR ($29M); by covered participants it is Tri-County Eye Institute, Inc. Defined Benefit Pension Plan in CA (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 The Warren Employees' Retirement Plan assets move in 2023? ▼
The Warren Employees' Retirement Plan grew sharply - up 23.4% during 2023, from $24M to $29M. Reported net income was $6M.
How have The William K. Warren Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The William K. Warren Foundation's sponsor-wide assets grew 25.8%, from $24M to $30M.
Where does The Warren Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
The Warren Employees' Retirement Plan ranks in the 79th 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 Defined Benefit (Pension) plans are similar in size to The Warren Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Banco Popular De Pr Tax Qualified Ret. Restoration Plan in PR ($29M, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Warren Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tri-County Eye Institute, Inc. Defined Benefit Pension Plan in CA (22 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 730609599.

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.