401(k) · DOL Form 5500 · 2023

Spend Life Wisely Company, Inc. 401(k) Plan

Data updated 2026-08-11

$326M
Total assets: 1,977
Participants: 96th
Percentile by assets: $164,934
Avg per participant

Official DOL plan name: Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features · Sponsored by Spend Life Wisely Company, Inc. · Oklahoma · Finance & Insurance

$326M in assets, 1,977 participants

Spend Life Wisely Company, Inc.'s Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features reported $326M in total assets and 1,977 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.

96th percentile by assets (of 127,072 plans)
#8,339 in Finance & Insurance (8,869 peers)

Coverage in Oklahoma

Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features covers 1,977 participants in Oklahoma, 2.6x the typical Oklahoma plan (state average ~760 per filing). Assets: $326M.

$326M
total plan assets (2023 EOY): 1,977
covered participants: 96th
percentile by assets (of 127,072 plans): $164,934
avg assets per participant

Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features reported net income fell from $36M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features reported participants rose from 1,889 in the plan year 2022 filing to 1,977 in the plan year 2023 filing.
Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features end-of-year assets rose from $318M in the plan year 2022 filing to $326M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Oklahoma

Industry

Finance & Insurance

Participants vs Oklahoma filers

In Oklahoma, the average filing covers about 760 participants across 1,268 plans. Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features reports 1,977 participants - 2.6x that state average ($326M EOY assets).

Oklahoma filing particulars

Total Assets (Beginning of Year)	$318M
Net Assets (End of Year)	$325M
Net Income	$8M
Employer EIN	730936842
Plan Effective Date	1956-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Spend Life Wisely Company, Inc.)

Total plan assets by year, all Spend Life Wisely Company, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	1,889	$318M
2023	1	1,977	$326M
2024	1	1,941	$363M

Nearby 401(k) Plans in Oklahoma

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

Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Quiktrip Corporation Retirement Plan $4.2B · 11,746
The Williams Investment Plus Plan $1.7B · 5,041
Oneok, Inc. 401(k) Plan $1.2B · 2,965
Bok Financial 401(k) Plan $1.0B · 4,766
Devon Energy Corporation Incentive Savings Plan $933M · 1,858

Compare Spend Life Wisely Company, Inc. Employee… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features by total assets, not by location.

American Woodmark Corporation Retirement Savings Plan (VA) $326M · 7,622
Kohler Co. 401(k) Savings Plan (WI) $326M · 6,397
Edison Chouest Offshore Retirement Plan (LA) $326M · 4,110
Amsi 401(k) Plan (FL) $326M · 11,645

Frequently Asked Questions

How did Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features assets move in 2023? ▼

Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features edged up modestly - up 2.6% during 2023, from $318M to $326M. Reported net income was $8M.

How have Spend Life Wisely Company, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Spend Life Wisely Company, Inc.'s sponsor-wide assets grew 14.3%, from $318M to $363M.

Where does Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features rank by assets among Form 5500 filers? ▼

Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features 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 Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features? ▼

Among 401(k) plans in other states, the closest by assets is American Woodmark Corporation Retirement Savings Plan in VA ($326M, 7,622 participants).

Next read for Spend Life Wisely Company, Inc. Employee…

Filing takeaways

Ways to act on Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features's numbers.

By total assets, Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Oklahoma. Compare plans
Spend Life Wisely Company, Inc.'s sponsor-wide assets have grown 14.3% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 730936842.