401(k) · DOL Form 5500 · 2023

Mathis Bros. Oklahoma City, LLC 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
2,393
Participants Above avg headcount
87th
Percentile by assets National rank
$25,266
Avg per participant Low balance/head
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Official DOL plan name: Mathis Brothers 401(k) Plan · Sponsored by Mathis Bros. Oklahoma City, LLC · Oklahoma · Retail Trade

$60M in assets, 2,393 participants

Mathis Bros. Oklahoma City, LLC's Mathis Brothers 401(k) Plan reported $60M in total assets and 2,393 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,822 in Retail Trade (8,414 peers)

Coverage in Oklahoma

Mathis Brothers 401(k) Plan covers 2,393 participants in Oklahoma, 3.2x the typical Oklahoma plan (state average ~760 per filing). Assets: $60M.

#7,822
in Retail Trade (8,414 peers)
+18.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Mathis Brothers 401(k) Plan's outsized position by total assets

Mathis Brothers 401(k) Plan vs every filed plan by assets

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

$60,461,480 Top 13% higher than 87% 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

Mathis Brothers 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. Mathis Brothers 401(k) Plan lands in the large band (2,393 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mathis Brothers 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Mathis Brothers 401(k) Plan reported participants rose from 1,623 in the plan year 2022 filing to 2,393 in the plan year 2023 filing.
  • Mathis Brothers 401(k) Plan end-of-year assets rose from $51M in the plan year 2022 filing to $60M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 200509563 · Mathis Bros. Oklahoma City, LLC PY 2023 · 401(k)

Mathis Brothers 401(k) Plan · $60M · 2,393 · 87th

  • BOOK $60M
  • VS-ST 2,393
  • BOY 87th
  • SCH 401(k)
  • EBSA near Benderson Development Co., LLC 401(k) Retirement Plan
  • PART ind #7822

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 Retail Trade retirement plans → · Plans in Oklahoma →

Mathis Brothers 401(k) Plan in the asset neighbourhood

Ulster Savings Bank 401(k) PlanUlster Savings Bank 401(k) P…$60MBenderson Development Co., LLC 401(k) Retirement PlanBenderson Development Co., L…$60MPmx Industries, Inc. 401(k) Retirement PlanPmx Industries, Inc. 401(k) …$60MMathis Brothers 401(k) Plan$60MEgan Company 401(k) and Profit Sharing PlanEgan Company 401(k) and Prof…$60M
End-of-year total assets ($M) among Mathis Brothers 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$60M
Net Income$10M
Employer EIN200509563
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mathis Bros. Oklahoma City, LLC)

Sponsor-wide plan assets over time

All Mathis Bros. Oklahoma City, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$68M 33.45502705885134% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $50.8M $67.9M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 1,623 $51M
2023 1 2,393 $60M
2024 1 2,537 $68M

Nearby 401(k) Plans in Oklahoma

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

Mathis Brothers 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Mathis Brothers 401(k) Plan, Total assets ($B): 0.06046148 · Participants: 2393Mathis Brothers 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
Mathis Brothers 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Mathis Brothers 401(k) Plan side-by-side with 3 peers →

Mathis Brothers 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Benderson Development Co., LLC 401(k) Retirement Plan in FL ($60M); by covered participants it is Affordable Care, LLC Multiple Employer 401(k) Plan in NC (2,393 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,393 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 Mathis Brothers 401(k) Plan assets move in 2023? ▼
Mathis Brothers 401(k) Plan grew sharply - up 18.9% during 2023, from $51M to $60M. Reported net income was $10M.
How have Mathis Bros. Oklahoma City, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mathis Bros. Oklahoma City, LLC's sponsor-wide assets grew 33.5%, from $51M to $68M.
Where does Mathis Brothers 401(k) Plan rank by assets among Form 5500 filers? ▼
Mathis Brothers 401(k) Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mathis Brothers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Benderson Development Co., LLC 401(k) Retirement Plan in FL ($60M, 365 participants).
Which 401(k) plans cover a similar participant headcount to Mathis Brothers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Affordable Care, LLC Multiple Employer 401(k) Plan in NC (2,393 participants, $214M 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 200509563.

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.