Defined Benefit (Pension) · DOL Form 5500 · 2023

Oge Energy Corp. Pension Plan

Data updated 2026-08-25

$268M
Total assets Near avg plan size
788
Participants Near avg headcount
96th
Percentile by assets National rank
$339,991
Avg per participant High balance/head
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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.

  • #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.

#978
in Management of Enterprises (1,137 peers)
-15.8%
assets change YoY
2.7×
vs typical plan assets (national mean)

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.

Oge Energy Corp. Retirement Plan's outsized position 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 $2,050,000,000 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

Oge Energy Corp. Retirement 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. Oge Energy Corp. Retirement Plan sits mid-pack in the medium band (788 participants).

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 →

Form 5500 schedule snapshot

Filing strip 731481638 · Oge Energy Corp. PY 2023 · Defined Benefit (Pension)

Oge Energy Corp. Retirement Plan · $268M · 788 · 96th

  • NET $268M
  • BOOK 788
  • VS-ST 96th
  • BOY Defined Benefit (Pension)
  • SCH near The Avon Company Personal Retirement Account Plan
  • EBSA ind #978

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. Retirement Plan in the asset neighbourhood

The Avon Company Personal Retirement Account PlanThe Avon Company Personal Re…$268MOge Energy Corp. Retirement PlanOge Energy Corp. Retirement …$268MMaryland Electrical Industry Pension PlanMaryland Electrical Industry…$268MPlumbers and Pipefitters Local Union No 333 Pension FundPlumbers and Pipefitters Loc…$268MMinnesota Cement Masons Pension FundMinnesota Cement Masons Pens…$268M
End-of-year total assets ($M) among Oge Energy Corp. 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)$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.)

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
$0.9B$0.95B$1B$1.05B$1.1B$1.15B 202220232024 $0.95B $1.11B ▲ +16.8%
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 ($B) Participants Oge Energy Corp. Retirement Plan, Total assets ($B): 0.267912652 · Participants: 788Oge Energy Corp. 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
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 →

Oge Energy Corp. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oklahoma, the nearest Defined Benefit (Pension) by assets is The Avon Company Personal Retirement Account Plan in NY ($268M); by covered participants it is Deutsche Bank Cash Account Pension Plan in NY (788 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (788 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Oge Energy Corp. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Deutsche Bank Cash Account Pension Plan in NY (788 participants, $1.1B 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 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.