401(k) · DOL Form 5500 · 2024

Schusterman Interests, LLC 401(k) Plan

Data updated 2026-08-25

$152M
Total assets Near avg plan size
363
Participants Below avg headcount
93rd
Percentile by assets National rank
$419,442
Avg per participant High balance/head
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Official DOL plan name: The Schusterman Interests, LLC Employees' Thrift Retirement Plan · Sponsored by Schusterman Interests, LLC · Oklahoma · Management of Enterprises

$152M in assets, 363 participants

Schusterman Interests, LLC's The Schusterman Interests, LLC Employees' Thrift Retirement Plan reported $152M in total assets and 363 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #915 in Management of Enterprises (1,133 peers)

Coverage in Oklahoma

The Schusterman Interests, LLC Employees' Thrift Retirement Plan covers 363 participants in Oklahoma, about 48% of the average Oklahoma filer (state average ~760 per filing). Assets: $152M.

#915
in Management of Enterprises (1,133 peers)
+9.0%
assets growth YoY
1.5×
vs typical plan assets (national mean)

The Schusterman Interests, LLC Employees' Thrift Retirement Plan's outsized position by total assets

The Schusterman Interests, LLC Employees' Thrift Retirement Plan vs every filed plan by assets

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

$152,257,514 Top 7% higher than 93% 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

The Schusterman Interests, LLC Employees' Thrift Retirement 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. The Schusterman Interests, LLC Employees' Thrift Retirement Plan sits mid-pack in the medium band (363 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Schusterman Interests, LLC Employees' Thrift Retirement Plan reported net income fell from $25M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • The Schusterman Interests, LLC Employees' Thrift Retirement Plan end-of-year assets rose from $140M in the plan year 2023 filing to $152M in the plan year 2024 filing.
  • The Schusterman Interests, LLC Employees' Thrift Retirement Plan reported participants rose from 339 in the plan year 2023 filing to 363 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 853282808 · Schusterman Interests, LLC PY 2024 · 401(k)

The Schusterman Interests, LLC Employees' Thrift Retirement Plan · $152M · 363 · 93rd

  • SCH $152M
  • EBSA 363
  • PART 93rd
  • TYPE 401(k)
  • NET near Pipe Trades District Council 36 Defined Contribution Plan
  • BOOK ind #915

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 Management of Enterprises retirement plans → · Plans in Oklahoma →

The Schusterman Interests, LLC Employees' Thrift Retirement Plan in the asset neighbourhood

Specialized Bicycle Components, Inc. Profit Sharing PlanSpecialized Bicycle Componen…$152MJohnson Controls Federal Systems, Inc. Retirement Savings PlanJohnson Controls Federal Sys…$152MThe Schusterman Interests, LLC Employees' Thrift Retirement PlanThe Schusterman Interests, L…$152MPipe Trades District Council 36 Defined Contribution PlanPipe Trades District Council…$152MPoint B, Inc.& Affiliated Employers 401(k) PlanPoint B, Inc.& Affiliated Em…$152M
End-of-year total assets ($M) among The Schusterman Interests, LLC Employees' Thrift Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$140M
Net Assets (End of Year)$152M
Net Income$13M
Employer EIN853282808
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schusterman Interests, LLC)

Sponsor-wide plan assets over time

All Schusterman Interests, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$152M 32.39686658299656% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $115M $152M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 333 $115M
2023 1 339 $140M
2024 1 363 $152M

Nearby 401(k) Plans in Oklahoma

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

The Schusterman Interests, LLC Employees' Thrift Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants The Schusterman Interests, LLC Employees' Thrift Retirement Plan, Total assets ($B): 0.152257514 · Participants: 363The Schusterman Interests, LLC Employees' Thrift Retirement 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
The Schusterman Interests, LLC Employees' Thrift Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare The Schusterman Interests, LLC Employees' Thrift Retirement Plan side-by-side with 3 peers →

The Schusterman Interests, LLC Employees' Thrift Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Pipe Trades District Council 36 Defined Contribution Plan in CA ($152M); by covered participants it is Mcgough Companies 401(k) Plan and Trust in MN (363 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (363 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 The Schusterman Interests, LLC Employees' Thrift Retirement Plan assets move in 2024? ▼
The Schusterman Interests, LLC Employees' Thrift Retirement Plan grew at a solid clip - up 9.0% during 2024, from $140M to $152M. Reported net income was $13M.
How have Schusterman Interests, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schusterman Interests, LLC's sponsor-wide assets grew 32.4%, from $115M to $152M.
Where does The Schusterman Interests, LLC Employees' Thrift Retirement Plan rank by assets among Form 5500 filers? ▼
The Schusterman Interests, LLC Employees' Thrift Retirement Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Schusterman Interests, LLC Employees' Thrift Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pipe Trades District Council 36 Defined Contribution Plan in CA ($152M, 1,093 participants).
Which 401(k) plans cover a similar participant headcount to The Schusterman Interests, LLC Employees' Thrift Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcgough Companies 401(k) Plan and Trust in MN (363 participants, $89M 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 853282808.

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.