Defined Benefit (Pension) · DOL Form 5500 · 2023

Oge Energy Corp. Pension Plan

Data updated 2026-08-11

$268M
Total assets
788
Participants
96th
Percentile by assets
$339,991
Avg per participant
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Official DOL plan name: Oge Energy Corp. Retirement Plan · Sponsored by Oge Energy Corp. · Oklahoma · Management of Enterprises

$268M in assets, 788 participants

Oge Energy Corp.'s Oge Energy Corp. Retirement Plan reported $268M in total assets and 788 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 127,072 plans)
  • #978 in Management of Enterprises (1,137 peers)

Where Oge Energy Corp. Retirement Plan sits by assets

Oge Energy Corp. Retirement Plan sits in the top 5% of all filed plans by assets, $268M for 788 participants (~$339,991/participant), down 15.8% in 2023.

$268M
total plan assets (2023 EOY)
788
covered participants
96th
percentile by assets (of 127,072 plans)
$339,991
avg assets per participant

The plan reported a net loss of $36M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Oge Energy Corp. Retirement Plan sits by total assets

Oge Energy Corp. Retirement Plan vs every filed plan by assets

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

$267,912,652 Top 4% higher than 96% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oge Energy Corp. Retirement Plan reported net income rose from -$196M in the plan year 2022 filing to -$36M in the plan year 2023 filing.
  • Oge Energy Corp. Retirement Plan end-of-year assets fell from $318M in the plan year 2022 filing to $268M in the plan year 2023 filing.
  • Oge Energy Corp. Retirement Plan reported participants fell from 906 in the plan year 2022 filing to 788 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Oklahoma
Industry
Management of Enterprises

Oge Energy Corp. Retirement Plan vs the 2023 asset distribution

By assets, Oge Energy Corp. Retirement Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$318M
Net Assets (End of Year)$253M
Net Income-$36M
Employer EIN731481638
Plan Effective Date1952-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Oge Energy Corp.)

$0.9B$0.95B$1B$1.05B$1.1B$1.15B 202220232024 $0.95B $1.11B ▲ +16.8%
Total plan assets by year, all Oge Energy Corp. plans on file
Year Plans Participants Total Assets
2022 2 3,099 $951M
2023 2 3,024 $974M
2024 2 3,133 $1.1B

Nearby Defined Benefit (Pension) Plans in Oklahoma

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Oge Energy Corp. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 01000200030004000 00.511.52 Total assets ($B) Participants Oge Energy Corp. Ret…, Total assets ($B): 0.267912652 · Participants: 788Oge Energy Corp. Ret…Pipeline Industry Pe…, Total assets ($B): 1.550776271 · Participants: 1904Pipeline Industry Pe…Williams Pension Plan, Total assets ($B): 1.33243367 · Participants: 3588Williams Pension PlanOne Gas, Inc. Retire…, Total assets ($B): 0.795535 · Participants: 740One Gas, Inc. Retire…Retirement Plan for …, Total assets ($B): 0.480356058 · Participants: 171Retirement Plan for …Integris Health, Inc…, Total assets ($B): 0.422772766 · Participants: 1145Integris Health, Inc…
Oge Energy Corp. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants
Compare Oge Energy Corp. Retirement Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Oge Energy Corp. Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Oge Energy Corp. Retirement Plan assets move in 2023? ▼
Oge Energy Corp. Retirement Plan declined sharply - down 15.8% during 2023, from $318M to $268M. Reported net income was -$36M.
How have Oge Energy Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oge Energy Corp.'s sponsor-wide assets grew 17.2%, from $951M to $1.1B.
Where does Oge Energy Corp. Retirement Plan rank by assets among Form 5500 filers? ▼
Oge Energy Corp. Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Oge Energy Corp. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Avon Company Personal Retirement Account Plan in NY ($268M, 201 participants).

Next read for Oge Energy Corp. Retirement Plan

Scale reading

Ways to act on Oge Energy Corp. Retirement Plan's numbers.

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 731481638.

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.