401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$326M
Total assets Above avg plan size: 1,977
Participants Near avg headcount: 96th
Percentile by assets National rank: $164,934
Avg per participant Above avg balance/head

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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.

#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.

#8,339
in Finance & Insurance (8,869 peers): +2.6%
assets growth YoY: 3.3×
vs typical plan assets (national mean)

Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features's outsized position by total assets

Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features vs every filed plan by assets

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

$326,075,088 Top 4% higher than 96% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features'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. Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features lands in the large band (1,977 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

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 →

Published 5500 schedule card

Filing strip 730936842 · Spend Life Wisely Company, Inc. PY 2023 · 401(k)

Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features · $326M · 1,977 · 96th

EBSA $326M
PART 1,977
TYPE 96th
NET 401(k)
BOOK near American Woodmark Corporation Retirement Savings Plan
VS-ST ind #8339

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 →

End-of-year total assets ($M) among Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Latest sponsor-wide plan assets: $363M 14.28382146164607% vs 2022; 2024 filing year

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 Stock Ownership Plan with 401(k) Features side-by-side with 3 peers →

Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is American Woodmark Corporation Retirement Savings Plan in VA ($326M); by covered participants it is Lamb Weston, Inc. 401(k) Plan for Salaried and Hourly Employees in ID (1,976 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($326M here).

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

Similar participant headcount

Nearest other-state filings by covered participants (1,977 participants); asset peers above are excluded.

Lamb Weston, Inc. 401(k) Plan for Salaried and Hourly Employees (ID) 1,976 · 1 off
Cvent, Inc. (VA) 1,976 · 1 off
J. F. Shea Company, Inc. Retirement Savings Plan (CA) 1,978 · 1 off
Colorado Pipe Industry Annuity and Salary Deferral Trust (CO) 1,976 · 1 off

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 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).

Which 401(k) plans cover a similar participant headcount to Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features? ▼

Among 401(k) plans in other states, the closest by covered participants is Lamb Weston, Inc. 401(k) Plan for Salaried and Hourly Employees in ID (1,976 participants, $397M 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 730936842.