401(k) · DOL Form 5500 · 2023

Oklahoma Farm Bureau Mutual 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
361
Participants Below avg headcount
85th
Percentile by assets National rank
$128,182
Avg per participant Near avg balance/head
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Official DOL plan name: Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings Plan · Sponsored by Oklahoma Farm Bureau Mutual · Oklahoma · Finance & Insurance

$46M in assets, 361 participants

Oklahoma Farm Bureau Mutual's Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings Plan reported $46M in total assets and 361 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,796 in Finance & Insurance (8,869 peers)

Coverage in Oklahoma

Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings Plan covers 361 participants in Oklahoma, about 48% of the average Oklahoma filer (state average ~760 per filing). Assets: $46M.

#6,796
in Finance & Insurance (8,869 peers)
+14.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings Plan's outsized position by total assets

Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings Plan vs every filed plan by assets

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

$46,273,572 Top 15% higher than 85% 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

Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings 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. Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings Plan sits mid-pack in the medium band (361 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings Plan end-of-year assets rose from $41M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings Plan reported participants fell from 391 in the plan year 2022 filing to 361 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 730540035 · Oklahoma Farm Bureau Mutual PY 2023 · 401(k)

Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings Plan · $46M · 361 · 85th

  • BOY $46M
  • SCH 361
  • EBSA 85th
  • PART 401(k)
  • TYPE near Ahold Delhaize USA Corporate Support 401(k) Plan
  • NET ind #6796

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 Finance & Insurance retirement plans → · Plans in Oklahoma →

Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings Plan in the asset neighbourhood

Shelter Products, Inc. Savings Plan and TrustShelter Products, Inc. Savin…$46MAhold Delhaize USA Corporate Support 401(k) PlanAhold Delhaize USA Corporate…$46MBeachfleischman, PLLC 401(k) PlanBeachfleischman, PLLC 401(k)…$46MOklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings PlanOklahoma Farm Bureau and Aff…$46MIntrepid Group, Inc. 401(k) PlanIntrepid Group, Inc. 401(k) …$46M
End-of-year total assets ($M) among Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$46M
Net Income$6M
Employer EIN730540035
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oklahoma Farm Bureau Mutual)

Sponsor-wide plan assets over time

All Oklahoma Farm Bureau Mutual plans reported in each filing year

Latest sponsor-wide plan assets
$119M 13.827577586161816% vs 2022
2024 filing year
$100M$105M$110M$115M$120M$125M 202220232024 $104M $119M ▲ +13.8%
Year Plans Participants Total Assets
2022 2 530 $104M
2023 2 479 $121M
2024 2 445 $119M

Nearby 401(k) Plans in Oklahoma

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings Plan, Total assets ($B): 0.046273572 · Participants: 361Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings Plan side-by-side with 3 peers →

Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Ahold Delhaize USA Corporate Support 401(k) Plan in MA ($46M); by covered participants it is Grunt Style, LLC 401(k) Profit Sharing Plan in TX (361 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (361 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 Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings Plan assets move in 2023? ▼
Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings Plan grew at a solid clip - up 14.0% during 2023, from $41M to $46M. Reported net income was $6M.
How have Oklahoma Farm Bureau Mutual plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oklahoma Farm Bureau Mutual's sponsor-wide assets grew 13.8%, from $104M to $119M.
Where does Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings Plan rank by assets among Form 5500 filers? ▼
Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings Plan ranks in the 85th 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 401(k) plans are similar in size to Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ahold Delhaize USA Corporate Support 401(k) Plan in MA ($46M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Oklahoma Farm Bureau and Affiliated Companies Voluntary Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Grunt Style, LLC 401(k) Profit Sharing Plan in TX (361 participants, $4M 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 730540035.

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.