401(k) · DOL Form 5500 · 2023
Oge Energy Corp. 401(k) Plan
Data updated 2026-08-25
- $706M
- Total assets Above avg plan size
- 2,236
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $315,814
- Avg per participant High balance/head
Official DOL plan name: Oge Energy Corp. Employees' Stock Ownership and Retirement Savings Plan · Sponsored by Oge Energy Corp. · Oklahoma · Management of Enterprises
$706M in assets, 2,236 participants
Oge Energy Corp.'s Oge Energy Corp. Employees' Stock Ownership and Retirement Savings Plan reported $706M in total assets and 2,236 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #1,050 in Management of Enterprises (1,137 peers)
Coverage in Oklahoma
Oge Energy Corp. Employees' Stock Ownership and Retirement Savings Plan covers 2,236 participants in Oklahoma, 2.9x the typical Oklahoma plan (state average ~760 per filing). Assets: $706M.
- #1,050
- in Management of Enterprises (1,137 peers)
- +11.6%
- assets growth YoY
- 7.1×
- vs typical plan assets (national mean)
Oge Energy Corp. Employees' Stock Ownership and Retirement Savings Plan's outsized position by total assets
Oge Energy Corp. Employees' Stock Ownership and Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$706,160,619 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Oge Energy Corp. Employees' Stock Ownership and Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oge Energy Corp. Employees' Stock Ownership and Retirement Savings Plan lands in the large band (2,236 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oge Energy Corp. Employees' Stock Ownership and Retirement Savings Plan reported net income rose from -$182M in the plan year 2022 filing to $73M in the plan year 2023 filing.
- Oge Energy Corp. Employees' Stock Ownership and Retirement Savings Plan end-of-year assets rose from $633M in the plan year 2022 filing to $706M in the plan year 2023 filing.
- Oge Energy Corp. Employees' Stock Ownership and Retirement Savings Plan reported participants rose from 2,193 in the plan year 2022 filing to 2,236 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 731481638 · Oge Energy Corp. PY 2023 · 401(k)
Oge Energy Corp. Employees' Stock Ownership and Retirement Savings Plan · $706M · 2,236 · 98th
- PCT $706M
- PCT 2,236
- PCT 98th
- PCT 401(k)
- PCT near The Boston College 401(k) Retirement Plan I
- PCT ind #1050
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 Management of Enterprises retirement plans → · Plans in Oklahoma →
Oge Energy Corp. Employees' Stock Ownership and Retirement Savings Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $633M |
|---|---|
| Net Assets (End of Year) | $706M |
| Net Income | $73M |
| Employer EIN | 731481638 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oge Energy Corp.)
Sponsor-wide plan assets over time
All Oge Energy Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 17.21747849014427% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,099 | $951M |
| 2023 | 2 | 3,024 | $974M |
| 2024 | 2 | 3,133 | $1.1B |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.2B · 11,746
- The Williams Investment Plus Plan $1.7B · 5,041
- Oneok, Inc. 401(k) Plan $1.2B · 2,965
- Bok Financial 401(k) Plan $1.0B · 4,766
- Devon Energy Corporation Incentive Savings Plan $933M · 1,858
Oge Energy Corp. Employees' Stock Ownership and Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is The Boston College 401(k) Retirement Plan I in MA ($706M); by covered participants it is Rose Acre Farms Employees' 401(k) Plan in IN (2,237 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($706M here).
- The Boston College 401(k) Retirement Plan I (MA) $706M · 1,729
- Cdk Global 401(k)Plan (TX) $705M · 4,090
- Kph Healthcare Services, Inc. Employee Stock Ownership and 401(k) Plan (NY) $709M · 3,867
- Mettler-Toledo, LLC Enhanced Retirement Savings Plan (OH) $709M · 3,401
Similar participant headcount
Nearest other-state filings by covered participants (2,236 participants); asset peers above are excluded.
- Rose Acre Farms Employees' 401(k) Plan (IN) 2,237 · 1 off
- Flagler System, Inc. Employees' Savings Plan (FL) 2,234 · 2 off
- Pursue Health LLC Retirement Savings Plan (CA) 2,234 · 2 off
- Hovnanian Savings and Investment Retirement Plan (NJ) 2,234 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.