401(k) · DOL Form 5500 · 2023

W.H. Braum, Inc. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
4,013
Participants Above avg headcount
86th
Percentile by assets National rank
$13,303
Avg per participant Low balance/head
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Official DOL plan name: W.H. Braum, Inc. Profit Sharing Plus Plan · Sponsored by W.H. Braum, Inc. · Oklahoma · Retail Trade

$53M in assets, 4,013 participants

W.H. Braum, Inc.'s W.H. Braum, Inc. Profit Sharing Plus Plan reported $53M in total assets and 4,013 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,761 in Retail Trade (8,414 peers)

Coverage in Oklahoma

W.H. Braum, Inc. Profit Sharing Plus Plan covers 4,013 participants in Oklahoma, 5.3x the typical Oklahoma plan (state average ~760 per filing). Assets: $53M.

#7,761
in Retail Trade (8,414 peers)
+19.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

W.H. Braum, Inc. Profit Sharing Plus Plan's outsized position by total assets

W.H. Braum, Inc. Profit Sharing Plus Plan vs every filed plan by assets

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

$53,384,945 Top 14% higher than 86% 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

W.H. Braum, Inc. Profit Sharing Plus 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. W.H. Braum, Inc. Profit Sharing Plus Plan lands in the large band (4,013 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • W.H. Braum, Inc. Profit Sharing Plus Plan reported net income rose from -$11M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • W.H. Braum, Inc. Profit Sharing Plus Plan end-of-year assets rose from $45M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • W.H. Braum, Inc. Profit Sharing Plus Plan reported participants rose from 3,710 in the plan year 2022 filing to 4,013 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 300288982 · W.H. Braum, Inc. PY 2023 · 401(k)

W.H. Braum, Inc. Profit Sharing Plus Plan · $53M · 4,013 · 86th

  • ASSETS $53M
  • PCT 4,013
  • EIN 86th
  • RANK 401(k)
  • PHOTO near Truth Initiative 401(k) Profit Sharing Plan
  • IND ind #7761

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 Retail Trade retirement plans → · Plans in Oklahoma →

W.H. Braum, Inc. Profit Sharing Plus Plan in the asset neighbourhood

The Robins Financial Credit Union 401(k) Savings and Investment Plan andThe Robins Financial Credit …$53MTigerrisk Partners 401(k) & Profit Sharing PlanTigerrisk Partners 401(k) & …$53MTruth Initiative 401(k) Profit Sharing PlanTruth Initiative 401(k) Prof…$53MW.H. Braum, Inc. Profit Sharing Plus PlanW.H. Braum, Inc. Profit Shar…$53MNcc Group 401(k) Plan$53M
End-of-year total assets ($M) among W.H. Braum, Inc. Profit Sharing Plus Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$53M
Net Income$9M
Employer EIN300288982
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W.H. Braum, Inc.)

Sponsor-wide plan assets over time

All W.H. Braum, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 23.473771002908805% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $44.7M $55.2M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 3,710 $45M
2023 1 4,013 $53M
2024 1 4,268 $55M

Nearby 401(k) Plans in Oklahoma

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

W.H. Braum, Inc. Profit Sharing Plus Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants W.H. Braum, Inc. Profit Sharing Plus Plan, Total assets ($B): 0.053384945 · Participants: 4013W.H. Braum, Inc. Profit Sharing Plus 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
W.H. Braum, Inc. Profit Sharing Plus Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare W.H. Braum, Inc. Profit Sharing Plus Plan side-by-side with 3 peers →

W.H. Braum, Inc. Profit Sharing Plus Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Truth Initiative 401(k) Profit Sharing Plan in DC ($53M); by covered participants it is Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan in AL (4,012 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,013 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 W.H. Braum, Inc. Profit Sharing Plus Plan assets move in 2023? ▼
W.H. Braum, Inc. Profit Sharing Plus Plan grew sharply - up 19.3% during 2023, from $45M to $53M. Reported net income was $9M.
How have W.H. Braum, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W.H. Braum, Inc.'s sponsor-wide assets grew 23.5%, from $45M to $55M.
Where does W.H. Braum, Inc. Profit Sharing Plus Plan rank by assets among Form 5500 filers? ▼
W.H. Braum, Inc. Profit Sharing Plus Plan ranks in the 86th 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 W.H. Braum, Inc. Profit Sharing Plus Plan? ▼
Among 401(k) plans in other states, the closest by assets is Truth Initiative 401(k) Profit Sharing Plan in DC ($53M, 137 participants).
Which 401(k) plans cover a similar participant headcount to W.H. Braum, Inc. Profit Sharing Plus Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan in AL (4,012 participants, $757M 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 300288982.

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.