Defined Benefit (Pension) · DOL Form 5500 · 2023

Conner & Winters, LLP Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
75
Participants Small participant base
45th
Percentile by assets National rank
$70,398
Avg per participant Below avg balance/head
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Official DOL plan name: Conner & Winters Pension Plan · Sponsored by Conner & Winters, LLP · Oklahoma · Professional & Technical Services

$5M in assets, 75 participants

Conner & Winters, LLP's Conner & Winters Pension Plan reported $5M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,800 in Professional & Technical Services (20,321 peers)

Conner & Winters, LLP multi-year trail

Conner & Winters, LLP's plans moved +18.2% in assets from 2022 to 2024; this filing shows Conner & Winters Pension Plan at $5M / 75 participants.

#8,800
in Professional & Technical Services (20,321 peers)
-13.6%
assets change YoY

The plan reported a net loss of $829K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Conner & Winters Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Conner & Winters Pension Plan vs every filed plan by assets

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

$5,279,852 45th percentile higher than 45% 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

Conner & Winters Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Conner & Winters Pension Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Conner & Winters Pension Plan reported net income fell from -$177K in the plan year 2022 filing to -$829K in the plan year 2023 filing.
  • Conner & Winters Pension Plan reported participants fell from 88 in the plan year 2022 filing to 75 in the plan year 2023 filing.
  • Conner & Winters Pension Plan end-of-year assets fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 731388566 · Conner & Winters, LLP PY 2023 · Defined Benefit (Pension)

Conner & Winters Pension Plan · $5M · 75 · 45th

  • EBSA $5M
  • EBSA 75
  • EBSA 45th
  • EBSA Defined Benefit (Pension)
  • EBSA near Meritrust Federal Credit Union Retirement Plan
  • EBSA ind #8800

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 Professional & Technical Services retirement plans → · Plans in Oklahoma →

Conner & Winters Pension Plan in the asset neighbourhood

Conner & Winters Pension Plan$5MMeritrust Federal Credit Union Retirement PlanMeritrust Federal Credit Uni…$5MInterface Masters Technologies, Inc. Defined Benefit Pension PlanInterface Masters Technologi…$5ML.a.U.S.a., Inc. Dba Yellow Dog Defined Benefit Pension PlanL.a.U.S.a., Inc. Dba Yellow …$5MPci Nitrogen, LLC Hourly Retirement PlanPci Nitrogen, LLC Hourly Ret…$5M
End-of-year total assets ($M) among Conner & Winters Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Conner & Winters, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Conner & Winters, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$103M 18.21873437776733% vs 2022
2024 filing year
$85M$90M$95M$100M$105M 202220232024 $87.2M $103M ▲ +18.2%
Year Plans Participants Total Assets
2022 2 183 $87M
2023 2 159 $96M
2024 2 151 $103M

Conner & Winters, LLP filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$829K
Employer EIN731388566
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Oklahoma

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Conner & Winters Pension Plan vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.52 Total assets ($B) Participants Conner & Winters Pension Plan, Total assets ($B): 0.005279852 · Participants: 75Conner & Winters Pension PlanPipeline Industry Pension Fund, Total assets ($B): 1.550776271 · Participants: 1904Pipeline Industry Pension FundWilliams Pension Plan, Total assets ($B): 1.33243367 · Participants: 3588Williams Pension PlanOne Gas, Inc. Retirement Plan, Total assets ($B): 0.795535 · Participants: 740One Gas, Inc. Retirement PlanRetirement Plan for Employees of Devon Energy Corporation, Total assets ($B): 0.480356058 · Participants: 171Retirement Plan for Employees of Devon Energy CorporationIntegris Health, Inc. Retirement Plan a, Total assets ($B): 0.422772766 · Participants: 1145Integris Health, Inc. Retirement Plan a
Conner & Winters Pension Plan vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants
Compare Conner & Winters Pension Plan side-by-side with 3 peers →

Conner & Winters Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oklahoma, the nearest Defined Benefit (Pension) by assets is Meritrust Federal Credit Union Retirement Plan in KS ($5M); by covered participants it is Bnb Bank Pension Plan in NY (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Conner & Winters Pension Plan assets move in 2023? ▼
Conner & Winters Pension Plan pulled back noticeably - down 13.6% during 2023, from $6M to $5M. Reported net income was -$829K.
How have Conner & Winters, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Conner & Winters, LLP's sponsor-wide assets grew 18.2%, from $87M to $103M.
Which Defined Benefit (Pension) plans are similar in size to Conner & Winters Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Meritrust Federal Credit Union Retirement Plan in KS ($5M, 74 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Conner & Winters Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bnb Bank Pension Plan in NY (75 participants, $38M 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 731388566.

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.