401(k) · DOL Form 5500 · 2024

Compsouce Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
303
Participants Below avg headcount
74th
Percentile by assets National rank
$82,254
Avg per participant Below avg balance/head
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Official DOL plan name: Compsource Retirement Savings Plan · Sponsored by Compsouce Mutual Insurance Company · Oklahoma · Finance & Insurance

$25M in assets, 303 participants

Compsouce Mutual Insurance Company's Compsource Retirement Savings Plan reported $25M in total assets and 303 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,174 in Finance & Insurance (8,549 peers)

Coverage in Oklahoma

Compsource Retirement Savings Plan covers 303 participants in Oklahoma, about 40% of the average Oklahoma filer (state average ~760 per filing). Assets: $25M.

#5,174
in Finance & Insurance (8,549 peers)
+18.0%
assets growth YoY

Compsource Retirement Savings Plan's outsized position by total assets

Compsource Retirement Savings Plan vs every filed plan by assets

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

$24,922,896 Top 26% higher than 74% 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

Compsource Retirement Savings Plan 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. Compsource Retirement Savings Plan sits mid-pack in the medium band (303 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Compsource Retirement Savings Plan end-of-year assets rose from $21M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Compsource Retirement Savings Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 300641266 · Compsouce Mutual Insurance Company PY 2024 · 401(k)

Compsource Retirement Savings Plan · $25M · 303 · 74th

  • VS-ST $25M
  • BOY 303
  • SCH 74th
  • EBSA 401(k)
  • PART near Kyanite Mining Corporation Employees' 401(k) Savings and Profit Sharing Plan
  • TYPE ind #5174

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 →

Compsource Retirement Savings Plan in the asset neighbourhood

National Public Media, LLC 401(k) Savings PlanNational Public Media, LLC 4…$25MOceus Networks, LLC 401(k) PlanOceus Networks, LLC 401(k) P…$25MCompsource Retirement Savings PlanCompsource Retirement Saving…$25MKyanite Mining Corporation Employees' 401(k) Savings and Profit Sharing PlanKyanite Mining Corporation E…$25MColor Image Apparel, Inc. 401(k) Profit Sharing PlanColor Image Apparel, Inc. 40…$25M
End-of-year total assets ($M) among Compsource Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN300641266
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Compsouce Mutual Insurance Company)

Sponsor-wide plan assets over time

All Compsouce Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$25M 50.848159009863494% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.5M $24.9M ▲ +50.8%
Year Plans Participants Total Assets
2022 1 296 $17M
2023 1 301 $21M
2024 1 303 $25M

Nearby 401(k) Plans in Oklahoma

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

Compsource Retirement Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Compsource Retirement Savings Plan, Total assets ($B): 0.024922896 · Participants: 303Compsource Retirement Savings 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
Compsource Retirement Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Compsource Retirement Savings Plan side-by-side with 3 peers →

Compsource Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Kyanite Mining Corporation Employees' 401(k) Savings and Profit Sharing Plan in VA ($25M); by covered participants it is New Horizon Counseling Center, Inc. 401(k) Profit Sharing Plan in NY (303 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (303 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 Compsource Retirement Savings Plan assets move in 2024? ▼
Compsource Retirement Savings Plan grew sharply - up 18.0% during 2024, from $21M to $25M. Reported net income was $4M.
How have Compsouce Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Compsouce Mutual Insurance Company's sponsor-wide assets grew 50.8%, from $17M to $25M.
Which 401(k) plans are similar in size to Compsource Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kyanite Mining Corporation Employees' 401(k) Savings and Profit Sharing Plan in VA ($25M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Compsource Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is New Horizon Counseling Center, Inc. 401(k) Profit Sharing Plan in NY (303 participants, $11M 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 300641266.

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.