401(k) · DOL Form 5500 · 2024

Schusterman Interests, LLC 401(k) Plan

Data updated 2026-08-11

$152M
Total assets: 363
Participants: 93rd
Percentile by assets: $419,442
Avg per participant

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.

93rd percentile by assets (of 123,622 plans)
#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.

$152M
total plan assets (2024 EOY): 363
covered participants: 93rd
percentile by assets (of 123,622 plans): $419,442
avg assets per participant

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 →

State

Oklahoma

Industry

Management of Enterprises

Participants vs Oklahoma filers

In Oklahoma, the average filing covers about 760 participants across 1,268 plans. The Schusterman Interests, LLC Employees' Thrift Retirement Plan reports 363 participants - about 48% of that state average ($152M EOY assets).

Oklahoma filing particulars

Total Assets (Beginning of Year)	$140M
Net Assets (End of Year)	$152M
Net Income	$13M
Employer EIN	853282808
Plan Effective Date	2012-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Schusterman Interests, LLC)

Total plan assets by year, all Schusterman Interests, LLC plans on file

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

Quiktrip Corporation Retirement Plan $4.8B · 13,369
The Williams Investment Plus Plan $2.0B · 5,204
Oneok, Inc. 401(k) Plan $1.4B · 4,756
Bok Financial 401(k) Plan $1.2B · 4,907
Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958

Compare The Schusterman Interests, LLC Employees… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Schusterman Interests, LLC Employees' Thrift Retirement Plan by total assets, not by location.

Pipe Trades District Council 36 Defined Contribution Plan (CA) $152M · 1,093
Johnson Controls Federal Systems, Inc. Retirement Savings Plan (WI) $152M · 869
Specialized Bicycle Components, Inc. Profit Sharing Plan (CA) $152M · 770
Point B, Inc.& Affiliated Employers 401(k) Plan (WA) $152M · 671

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).

Next read for The Schusterman Interests, LLC Employees…

Filing takeaways

Ways to act on The Schusterman Interests, LLC Employees' Thrift Retirement Plan's numbers.

By total assets, The Schusterman Interests, LLC Employees' Thrift Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Oklahoma. Compare plans
Schusterman Interests, LLC's sponsor-wide assets have grown 32.4% since 2022 across 3 plan years on file. More Management of Enterprises plans

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.