401(k) · DOL Form 5500 · 2023

Oklahoma Heart Hospital LLC 401(k) Plan

Data updated 2026-08-25

$309M
Total assets Above avg plan size
2,353
Participants Above avg headcount
96th
Percentile by assets National rank
$131,403
Avg per participant Near avg balance/head
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Official DOL plan name: Oklahoma Heart Hospital and Affiliates 401(k) Plan · Sponsored by Oklahoma Heart Hospital LLC · Oklahoma · Healthcare & Social Assistance

$309M in assets, 2,353 participants

Oklahoma Heart Hospital LLC's Oklahoma Heart Hospital and Affiliates 401(k) Plan reported $309M in total assets and 2,353 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.

  • #17,080 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oklahoma

Oklahoma Heart Hospital and Affiliates 401(k) Plan covers 2,353 participants in Oklahoma, 3.1x the typical Oklahoma plan (state average ~760 per filing). Assets: $309M.

#17,080
in Healthcare & Social Assistance (17,684 peers)
+17.1%
assets growth YoY
3.1×
vs typical plan assets (national mean)

Oklahoma Heart Hospital and Affiliates 401(k) Plan's outsized position by total assets

Oklahoma Heart Hospital and Affiliates 401(k) Plan vs every filed plan by assets

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

$309,192,171 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

Oklahoma Heart Hospital and Affiliates 401(k) 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. Oklahoma Heart Hospital and Affiliates 401(k) Plan lands in the large band (2,353 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oklahoma Heart Hospital and Affiliates 401(k) Plan reported net income rose from -$44M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Oklahoma Heart Hospital and Affiliates 401(k) Plan end-of-year assets rose from $264M in the plan year 2022 filing to $309M in the plan year 2023 filing.
  • Oklahoma Heart Hospital and Affiliates 401(k) Plan reported participants fell from 2,429 in the plan year 2022 filing to 2,353 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 731575187 · Oklahoma Heart Hospital LLC PY 2023 · 401(k)

Oklahoma Heart Hospital and Affiliates 401(k) Plan · $309M · 2,353 · 96th

  • TYPE $309M
  • NET 2,353
  • BOOK 96th
  • VS-ST 401(k)
  • BOY near Itc Savings & Investment Plan
  • SCH ind #17080

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 Healthcare & Social Assistance retirement plans → · Plans in Oklahoma →

Oklahoma Heart Hospital and Affiliates 401(k) Plan in the asset neighbourhood

Brady Matched 401(k) Plan$310MMedpro Group 401(k) & Profit Sharing PlanMedpro Group 401(k) & Profit…$309MOklahoma Heart Hospital and Affiliates 401(k) PlanOklahoma Heart Hospital and …$309MItc Savings & Investment Plan$309MMaynard Nexsen PC 401(k) Plan & TrustMaynard Nexsen PC 401(k) Pla…$309M
End-of-year total assets ($M) among Oklahoma Heart Hospital and Affiliates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$264M
Net Assets (End of Year)$309M
Net Income$45M
Employer EIN731575187
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oklahoma Heart Hospital LLC)

Sponsor-wide plan assets over time

All Oklahoma Heart Hospital LLC plans reported in each filing year

Latest sponsor-wide plan assets
$340M 28.748298678717614% vs 2022
2024 filing year
$250M$300M$350M 202220232024 $264M $340M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 2,429 $264M
2023 1 2,353 $309M
2024 1 2,358 $340M

Nearby 401(k) Plans in Oklahoma

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

Oklahoma Heart Hospital and Affiliates 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 012345 Total assets ($B) Participants Oklahoma Heart Hospital and Affiliates 401(k) Plan, Total assets ($B): 0.309192171 · Participants: 2353Oklahoma Heart Hospital and Affiliates 401(k) 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 Heart Hospital and Affiliates 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Oklahoma Heart Hospital and Affiliates 401(k) Plan side-by-side with 3 peers →

Oklahoma Heart Hospital and Affiliates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Itc Savings & Investment Plan in MI ($309M); by covered participants it is Red Ventures, LLC 401(k) Plan in SC (2,353 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($309M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,353 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 Heart Hospital and Affiliates 401(k) Plan assets move in 2023? ▼
Oklahoma Heart Hospital and Affiliates 401(k) Plan grew sharply - up 17.1% during 2023, from $264M to $309M. Reported net income was $45M.
How have Oklahoma Heart Hospital LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oklahoma Heart Hospital LLC's sponsor-wide assets grew 28.7%, from $264M to $340M.
Where does Oklahoma Heart Hospital and Affiliates 401(k) Plan rank by assets among Form 5500 filers? ▼
Oklahoma Heart Hospital and Affiliates 401(k) 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 401(k) plans are similar in size to Oklahoma Heart Hospital and Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Itc Savings & Investment Plan in MI ($309M, 732 participants).
Which 401(k) plans cover a similar participant headcount to Oklahoma Heart Hospital and Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Red Ventures, LLC 401(k) Plan in SC (2,353 participants, $212M 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 731575187.

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.