401(k) · DOL Form 5500 · 2024

Oklahoma's Credit Union 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
156
Participants Small participant base
67th
Percentile by assets National rank
$110,164
Avg per participant Below avg balance/head
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Official DOL plan name: Oklahoma's Credit Union 401(k) Plan and Trust · Sponsored by Oklahoma's Credit Union · Oklahoma · Finance & Insurance

$17M in assets, 156 participants

Oklahoma's Credit Union's Oklahoma's Credit Union 401(k) Plan and Trust reported $17M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,424 in Finance & Insurance (8,549 peers)

Coverage in Oklahoma

Oklahoma's Credit Union 401(k) Plan and Trust covers 156 participants in Oklahoma, about 21% of the average Oklahoma filer (state average ~760 per filing). Assets: $17M.

#4,424
in Finance & Insurance (8,549 peers)
+19.2%
assets growth YoY

Oklahoma's Credit Union 401(k) Plan and Trust's outsized position by total assets

Oklahoma's Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$17,185,657 Top 33% higher than 67% 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's Credit Union 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oklahoma's Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oklahoma's Credit Union 401(k) Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Oklahoma's Credit Union 401(k) Plan and Trust end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Oklahoma's Credit Union 401(k) Plan and Trust reported participants rose from 140 in the plan year 2023 filing to 156 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 736093655 · Oklahoma's Credit Union PY 2024 · 401(k)

Oklahoma's Credit Union 401(k) Plan and Trust · $17M · 156 · 67th

  • NET $17M
  • BOOK 156
  • VS-ST 67th
  • BOY 401(k)
  • SCH near Logan Contractors Supply, Inc. 401(k) Plan
  • EBSA ind #4424

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's Credit Union 401(k) Plan and Trust in the asset neighbourhood

Oklahoma's Credit Union 401(k) Plan and TrustOklahoma's Credit Union 401(…$17MLogan Contractors Supply, Inc. 401(k) PlanLogan Contractors Supply, In…$17MPrism Spectrum Ehg 401(k) PlanPrism Spectrum Ehg 401(k) Pl…$17MFreund, Freeze & Arnold 401(k) PlanFreund, Freeze & Arnold 401(…$17MZapp USA 401(k) Profit Sharing PlanZapp USA 401(k) Profit Shari…$17M
End-of-year total assets ($M) among Oklahoma's Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN736093655
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oklahoma's Credit Union)

Sponsor-wide plan assets over time

All Oklahoma's Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$17M 39.825930897143714% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.3M $17.2M ▲ +39.9%
Year Plans Participants Total Assets
2022 1 144 $12M
2023 1 140 $14M
2024 1 156 $17M

Nearby 401(k) Plans in Oklahoma

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

Oklahoma's Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Oklahoma's Credit Union 401(k) Plan and Trust, Total assets ($B): 0.017185657 · Participants: 156Oklahoma's Credit Union 401(k) Plan and TrustQuiktrip 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's Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Oklahoma's Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Oklahoma, the nearest 401(k) by assets is Logan Contractors Supply, Inc. 401(k) Plan in IA ($17M); by covered participants it is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (156 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's Credit Union 401(k) Plan and Trust assets move in 2024? ▼
Oklahoma's Credit Union 401(k) Plan and Trust grew sharply - up 19.2% during 2024, from $14M to $17M. Reported net income was $3M.
How have Oklahoma's Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oklahoma's Credit Union's sponsor-wide assets grew 39.8%, from $12M to $17M.
Which 401(k) plans are similar in size to Oklahoma's Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Logan Contractors Supply, Inc. 401(k) Plan in IA ($17M, 187 participants).
Which 401(k) plans cover a similar participant headcount to Oklahoma's Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 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 736093655.

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.