401(k) · DOL Form 5500 · 2023

Conner & Winters, LLP 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
84
Participants Small participant base
91st
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Conner & Winters 401(k) Retirement Plan · Sponsored by Conner & Winters, LLP · Oklahoma · Professional & Technical Services

$91M in assets, 84 participants

Conner & Winters, LLP's Conner & Winters 401(k) Retirement Plan reported $91M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,655 in Professional & Technical Services (20,321 peers)

Where Conner & Winters 401(k) Retirement Plan sits by assets

Conner & Winters 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $91M for 84 participants (~$1.1M/participant), up 12.1% in 2023.

#18,655
in Professional & Technical Services (20,321 peers)
+12.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Conner & Winters 401(k) Retirement Plan's outsized position by total assets

Conner & Winters 401(k) Retirement Plan vs every filed plan by assets

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

$90,943,336 Top 9% higher than 91% 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 401(k) Retirement 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 401(k) Retirement Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Conner & Winters 401(k) Retirement Plan reported net income rose from -$23M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Conner & Winters 401(k) Retirement Plan end-of-year assets rose from $81M in the plan year 2022 filing to $91M in the plan year 2023 filing.
  • Conner & Winters 401(k) Retirement Plan reported participants fell from 95 in the plan year 2022 filing to 84 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 731388566 · Conner & Winters, LLP PY 2023 · 401(k)

Conner & Winters 401(k) Retirement Plan · $91M · 84 · 91st

  • PHOTO $91M
  • IND 84
  • EOY 91st
  • 5500 401(k)
  • ASSETS near Carey Profit Sharing and 401(k) Plan
  • PCT ind #18655

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 401(k) Retirement Plan in the asset neighbourhood

National Ms Society 401(k) PlanNational Ms Society 401(k) P…$91MPella Regional Health Center 401(k) PlanPella Regional Health Center…$91MConner & Winters 401(k) Retirement PlanConner & Winters 401(k) Reti…$91MCarey Profit Sharing and 401(k) PlanCarey Profit Sharing and 401…$91MThe Cook & Boardman Group, LLC 401(k) PlanThe Cook & Boardman Group, L…$91M
End-of-year total assets ($M) among Conner & Winters 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$91M
Net Income$10M
Employer EIN731388566
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Conner & Winters, LLP)

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

Nearby 401(k) Plans in Oklahoma

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

Conner & Winters 401(k) Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Conner & Winters 401(k) Retirement Plan, Total assets ($B): 0.090943336 · Participants: 84Conner & Winters 401(k) Retirement 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
Conner & Winters 401(k) Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Conner & Winters 401(k) Retirement Plan side-by-side with 3 peers →

Conner & Winters 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Carey Profit Sharing and 401(k) Plan in NY ($91M); by covered participants it is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($91M here).

Similar participant headcount

Nearest other-state filings by covered participants (84 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 401(k) Retirement Plan assets move in 2023? ▼
Conner & Winters 401(k) Retirement Plan grew at a solid clip - up 12.1% during 2023, from $81M to $91M. Reported net income was $10M.
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.
Where does Conner & Winters 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Conner & Winters 401(k) Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Conner & Winters 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carey Profit Sharing and 401(k) Plan in NY ($91M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Conner & Winters 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants, N/A 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.