401(k) · DOL Form 5500 · 2024

Oklahoma Educators Credit Union 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
80
Participants Small participant base
30th
Percentile by assets National rank
$26,127
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oklahoma Educators Credit Union Capital Accumulation Plan · Sponsored by Oklahoma Educators Credit Union · Oklahoma · Finance & Insurance

$2M in assets, 80 participants

Oklahoma Educators Credit Union's Oklahoma Educators Credit Union Capital Accumulation Plan reported $2M in total assets and 80 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,609 in Finance & Insurance (8,549 peers)

Oklahoma Educators Credit Union multi-year trail

Oklahoma Educators Credit Union's plans moved +36.2% in assets from 2022 to 2024; this filing shows Oklahoma Educators Credit Union Capital Accumulation Plan at $2M / 80 participants.

#1,609
in Finance & Insurance (8,549 peers)
+14.7%
assets growth YoY

Oklahoma Educators Credit Union Capital Accumulation Plan among the smaller filed plans by assets

Oklahoma Educators Credit Union Capital Accumulation Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,090,183 30th percentile higher than 30% of 123,620 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 2024

Oklahoma Educators Credit Union Capital Accumulation Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oklahoma Educators Credit Union Capital Accumulation Plan is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oklahoma Educators Credit Union Capital Accumulation Plan reported participants rose from 52 in the plan year 2023 filing to 80 in the plan year 2024 filing.
  • Oklahoma Educators Credit Union Capital Accumulation Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Oklahoma Educators Credit Union Capital Accumulation Plan reported net income fell from $288K in the plan year 2023 filing to $267K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 730742019 · Oklahoma Educators Credit Union PY 2024 · 401(k)

Oklahoma Educators Credit Union Capital Accumulation Plan · $2M · 80 · 30th

  • PHOTO $2M
  • IND 80
  • EOY 30th
  • 5500 401(k)
  • ASSETS near Alliance Tractor & Implement Co., Inc. 401(k) Plan
  • PCT ind #1609

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 →

Oklahoma Educators Credit Union Capital Accumulation Plan in the asset neighbourhood

Oklahoma Educators Credit Union Capital Accumulation PlanOklahoma Educators Credit Un…$2MAlliance Tractor & Implement Co., Inc. 401(k) PlanAlliance Tractor & Implement…$2MHgs Engineering, Inc. 401(k) Profit Sharing PlanHgs Engineering, Inc. 401(k)…$2MCapital Foot & Ankle 401(k) Plan & TrustCapital Foot & Ankle 401(k) …$2MIntech Employees' Savings and Retirement Plan 1165(e)Intech Employees' Savings an…$2M
End-of-year total assets ($M) among Oklahoma Educators Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma Educators Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Oklahoma Educators Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$2M 36.16144336733597% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.54M $2.09M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 42 $2M
2023 1 52 $2M
2024 1 80 $2M

Oklahoma Educators Credit Union filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$267K
Employer EIN730742019
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Oklahoma Educators Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Oklahoma Educators Credit Union Capital Accumulation Plan, Total assets ($B): 0.002090183 · Participants: 80Oklahoma Educators Credit Union Capital Accumulation PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Oklahoma Educators Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Oklahoma Educators Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Oklahoma Educators Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Alliance Tractor & Implement Co., Inc. 401(k) Plan in NE ($2M); by covered participants it is Lewa America Inc 401(k) Profit Sharing Plan & Trust in MA (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oklahoma Educators Credit Union Capital Accumulation Plan assets move in 2024? ▼
Oklahoma Educators Credit Union Capital Accumulation Plan grew at a solid clip - up 14.7% during 2024, from $2M to $2M. Reported net income was $267K.
How have Oklahoma Educators Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oklahoma Educators Credit Union's sponsor-wide assets grew 36.2%, from $2M to $2M.
Which 401(k) plans are similar in size to Oklahoma Educators Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alliance Tractor & Implement Co., Inc. 401(k) Plan in NE ($2M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Oklahoma Educators Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lewa America Inc 401(k) Profit Sharing Plan & Trust in MA (80 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 730742019.

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.