401(k) · DOL Form 5500 · 2023

Compsouce Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
301
Participants Below avg headcount
74th
Percentile by assets National rank
$70,142
Avg per participant Below avg balance/head
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Official DOL plan name: Compsource Retirement Savings Plan · Sponsored by Compsouce Mutual Insurance Company · Oklahoma · Finance & Insurance

$21M in assets, 301 participants

Compsouce Mutual Insurance Company's Compsource Retirement Savings Plan reported $21M in total assets and 301 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,367 in Finance & Insurance (8,869 peers)

Coverage in Oklahoma

Compsource Retirement Savings Plan covers 301 participants in Oklahoma, about 40% of the average Oklahoma filer (state average ~760 per filing). Assets: $21M.

#5,367
in Finance & Insurance (8,869 peers)
+27.8%
assets growth YoY

Compsource Retirement Savings Plan's outsized position by total assets

Compsource Retirement Savings Plan vs every filed plan by assets

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

$21,112,757 Top 26% higher than 74% 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

Compsource Retirement 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. Compsource Retirement Savings Plan sits mid-pack in the medium band (301 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Compsource Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Compsource Retirement Savings Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Compsource Retirement Savings Plan reported participants rose from 296 in the plan year 2022 filing to 301 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 300641266 · Compsouce Mutual Insurance Company PY 2023 · 401(k)

Compsource Retirement Savings Plan · $21M · 301 · 74th

  • NET $21M
  • NET 301
  • NET 74th
  • NET 401(k)
  • NET near La Follette, Johnson, De Haas, Fesler & Ames 401(k) Plan
  • NET ind #5367

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 →

Compsource Retirement Savings Plan in the asset neighbourhood

Ppc Flexible Packaging, LLC 401(k) Profit Sharing PlanPpc Flexible Packaging, LLC …$21MCompsource Retirement Savings PlanCompsource Retirement Saving…$21MLa Follette, Johnson, De Haas, Fesler & Ames 401(k) PlanLa Follette, Johnson, De Haa…$21MSabey Employees' Retirement PlanSabey Employees' Retirement …$21MPiramal Critical Care, Inc. 401(k) PlanPiramal Critical Care, Inc. …$21M
End-of-year total assets ($M) among Compsource Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$5M
Employer EIN300641266
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Compsouce Mutual Insurance Company)

Sponsor-wide plan assets over time

All Compsouce Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$25M 50.848159009863494% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.5M $24.9M ▲ +50.8%
Year Plans Participants Total Assets
2022 1 296 $17M
2023 1 301 $21M
2024 1 303 $25M

Nearby 401(k) Plans in Oklahoma

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

Compsource Retirement Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Compsource Retirement Savings Plan, Total assets ($B): 0.021112757 · Participants: 301Compsource Retirement 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
Compsource Retirement Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Compsource Retirement Savings Plan side-by-side with 3 peers →

Compsource Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is La Follette, Johnson, De Haas, Fesler & Ames 401(k) Plan in CA ($21M); by covered participants it is Greenfield Senior Living 401(k) Plan in VA (301 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (301 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 Compsource Retirement Savings Plan assets move in 2023? ▼
Compsource Retirement Savings Plan grew sharply - up 27.8% during 2023, from $17M to $21M. Reported net income was $5M.
How have Compsouce Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Compsouce Mutual Insurance Company's sponsor-wide assets grew 50.8%, from $17M to $25M.
Which 401(k) plans are similar in size to Compsource Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is La Follette, Johnson, De Haas, Fesler & Ames 401(k) Plan in CA ($21M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Compsource Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greenfield Senior Living 401(k) Plan in VA (301 participants, $1M 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 300641266.

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.