401(k) · DOL Form 5500 · 2024

Chickasaw Holding Company 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
199
Participants Below avg headcount
81st
Percentile by assets National rank
$193,400
Avg per participant Above avg balance/head
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Official DOL plan name: Chickasaw Holding Company Employees' 401(k) Plan · Sponsored by Chickasaw Holding Company · Oklahoma · Professional & Technical Services

$38M in assets, 199 participants

Chickasaw Holding Company's Chickasaw Holding Company Employees' 401(k) Plan reported $38M in total assets and 199 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,417 in Professional & Technical Services (20,173 peers)

Coverage in Oklahoma

Chickasaw Holding Company Employees' 401(k) Plan covers 199 participants in Oklahoma, about 26% of the average Oklahoma filer (state average ~760 per filing). Assets: $38M.

#16,417
in Professional & Technical Services (20,173 peers)
+14.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Chickasaw Holding Company Employees' 401(k) Plan's outsized position by total assets

Chickasaw Holding Company Employees' 401(k) Plan vs every filed plan by assets

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

$38,486,526 Top 19% higher than 81% 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

Chickasaw Holding Company Employees' 401(k) 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. Chickasaw Holding Company Employees' 401(k) Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chickasaw Holding Company Employees' 401(k) Plan end-of-year assets rose from $33M in the plan year 2023 filing to $38M in the plan year 2024 filing.
  • Chickasaw Holding Company Employees' 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Chickasaw Holding Company Employees' 401(k) Plan reported participants rose from 196 in the plan year 2023 filing to 199 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 731370937 · Chickasaw Holding Company PY 2024 · 401(k)

Chickasaw Holding Company Employees' 401(k) Plan · $38M · 199 · 81st

  • EBSA $38M
  • EBSA 199
  • EBSA 81st
  • EBSA 401(k)
  • EBSA near Royal Coffee, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #16417

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 Professional & Technical Services retirement plans → · Plans in Oklahoma →

Chickasaw Holding Company Employees' 401(k) Plan in the asset neighbourhood

Chickasaw Holding Company Employees' 401(k) PlanChickasaw Holding Company Em…$38MRoyal Coffee, Inc. 401(k) Profit Sharing PlanRoyal Coffee, Inc. 401(k) Pr…$38MNicholson Construction Company Employees 401(k) and Profit Sharing PlanNicholson Construction Compa…$38MProspect Capital Management, LP Profit Sharing Plan and TrustProspect Capital Management,…$38MLankler Siffert & Wohl LLP 401(k) Savings Plan & TrustLankler Siffert & Wohl LLP 4…$38M
End-of-year total assets ($M) among Chickasaw Holding Company Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$38M
Net Income$5M
Employer EIN731370937
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chickasaw Holding Company)

Sponsor-wide plan assets over time

All Chickasaw Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$38M 39.237021505903456% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.6M $38.5M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 208 $28M
2023 1 196 $33M
2024 1 199 $38M

Nearby 401(k) Plans in Oklahoma

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

Chickasaw Holding Company Employees' 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Chickasaw Holding Company Employees' 401(k) Plan, Total assets ($B): 0.038486526 · Participants: 199Chickasaw Holding Company Employees' 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
Chickasaw Holding Company Employees' 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Chickasaw Holding Company Employees' 401(k) Plan side-by-side with 3 peers →

Chickasaw Holding Company Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Royal Coffee, Inc. 401(k) Profit Sharing Plan in CA ($38M); by covered participants it is Cascade Services, Inc. 401(k) Plan in UT (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Chickasaw Holding Company Employees' 401(k) Plan assets move in 2024? ▼
Chickasaw Holding Company Employees' 401(k) Plan grew at a solid clip - up 14.9% during 2024, from $33M to $38M. Reported net income was $5M.
How have Chickasaw Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chickasaw Holding Company's sponsor-wide assets grew 39.2%, from $28M to $38M.
Where does Chickasaw Holding Company Employees' 401(k) Plan rank by assets among Form 5500 filers? ▼
Chickasaw Holding Company Employees' 401(k) Plan ranks in the 81st 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 Chickasaw Holding Company Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Royal Coffee, Inc. 401(k) Profit Sharing Plan in CA ($38M, 72 participants).
Which 401(k) plans cover a similar participant headcount to Chickasaw Holding Company Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cascade Services, Inc. 401(k) Plan in UT (199 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 731370937.

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.