401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$68M
Total assets Below avg plan size
2,537
Participants Above avg headcount
87th
Percentile by assets National rank
$26,744
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

$68M in assets, 2,537 participants

Mathis Bros. Oklahoma City, LLC's Mathis Brothers 401(k) Plan reported $68M in total assets and 2,537 participants in its 2024 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.

  • #7,470 in Retail Trade (8,048 peers)

Coverage in Oklahoma

Mathis Brothers 401(k) Plan covers 2,537 participants in Oklahoma, 3.3x the typical Oklahoma plan (state average ~760 per filing). Assets: $68M.

#7,470
in Retail Trade (8,048 peers)
+12.2%
assets growth YoY
0.7×
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 2024 · DOL Form 5500

$67,848,437 Top 13% higher than 87% 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

Mathis Brothers 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 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 (2,537 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mathis Brothers 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Mathis Brothers 401(k) Plan end-of-year assets rose from $60M in the plan year 2023 filing to $68M in the plan year 2024 filing.
  • Mathis Brothers 401(k) Plan reported participants rose from 2,393 in the plan year 2023 filing to 2,537 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 200509563 · Mathis Bros. Oklahoma City, LLC PY 2024 · 401(k)

Mathis Brothers 401(k) Plan · $68M · 2,537 · 87th

  • BOOK $68M
  • BOOK 2,537
  • BOOK 87th
  • BOOK 401(k)
  • BOOK near Privia Medical Group Gulf Coast Retirement Plan
  • BOOK ind #7470

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

Hospice of the Bluegrass 401(k) Retirement Savings PlanHospice of the Bluegrass 401…$68MMathis Brothers 401(k) Plan$68MPrivia Medical Group Gulf Coast Retirement PlanPrivia Medical Group Gulf Co…$68MTechsmith Corporation Retirement PlanTechsmith Corporation Retire…$68MParkland USA 401(k) Plan$68M
End-of-year total assets ($M) among Mathis Brothers 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$68M
Net Income$7M
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 -20246 Total assets ($B) Participants Mathis Brothers 401(k) Plan, Total assets ($B): 0.067848437 · Participants: 2537Mathis Brothers 401(k) 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
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 Privia Medical Group Gulf Coast Retirement Plan in TX ($68M); by covered participants it is Salina Regional Health Center 401(k) Plan in KS (2,537 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,537 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 Mathis Brothers 401(k) Plan assets move in 2024? ▼
Mathis Brothers 401(k) Plan grew at a solid clip - up 12.2% during 2024, from $60M to $68M. Reported net income was $7M.
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 123,622 plans that reported assets for plan year 2024 (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 Privia Medical Group Gulf Coast Retirement Plan in TX ($68M, 894 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 Salina Regional Health Center 401(k) Plan in KS (2,537 participants, $193M 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 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.