401(k) · DOL Form 5500 · 2024

Stephenson Wholesale Company, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
198
Participants Below avg headcount
49th
Percentile by assets National rank
$37,444
Avg per participant Low balance/head
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Official DOL plan name: Indian Nation Wholesale Employee 401(k) Plan · Sponsored by Stephenson Wholesale Company, Inc. · Oklahoma · Wholesale Trade

$7M in assets, 198 participants

Stephenson Wholesale Company, Inc.'s Indian Nation Wholesale Employee 401(k) Plan reported $7M in total assets and 198 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,390 in Wholesale Trade (6,080 peers)

Coverage in Oklahoma

Indian Nation Wholesale Employee 401(k) Plan covers 198 participants in Oklahoma, about 26% of the average Oklahoma filer (state average ~760 per filing). Assets: $7M.

#2,390
in Wholesale Trade (6,080 peers)
+10.3%
assets growth YoY

Indian Nation Wholesale Employee 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Indian Nation Wholesale Employee 401(k) Plan vs every filed plan by assets

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

$7,413,943 49th percentile higher than 49% 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

Indian Nation Wholesale Employee 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. Indian Nation Wholesale Employee 401(k) Plan sits mid-pack in the medium band (198 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Indian Nation Wholesale Employee 401(k) Plan reported net income rose from $262K in the plan year 2023 filing to $692K in the plan year 2024 filing.
  • Indian Nation Wholesale Employee 401(k) Plan reported participants rose from 174 in the plan year 2023 filing to 198 in the plan year 2024 filing.
  • Indian Nation Wholesale Employee 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 730968950 · Stephenson Wholesale Company, Inc. PY 2024 · 401(k)

Indian Nation Wholesale Employee 401(k) Plan · $7M · 198 · 49th

  • TYPE $7M
  • NET 198
  • BOOK 49th
  • VS-ST 401(k)
  • BOY near Onvo 401(k) Plan
  • SCH ind #2390

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 Wholesale Trade retirement plans → · Plans in Oklahoma →

Indian Nation Wholesale Employee 401(k) Plan in the asset neighbourhood

Indian Nation Wholesale Employee 401(k) PlanIndian Nation Wholesale Empl…$7MOnvo 401(k) Plan$7MBrown Industries, LLC 401(k) PlanBrown Industries, LLC 401(k)…$7MSmith Family Companies, Inc. 401(k) PlanSmith Family Companies, Inc.…$7MProfessional Billing, Inc. Profit Sharing PlanProfessional Billing, Inc. P…$7M
End-of-year total assets ($M) among Indian Nation Wholesale Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$692K
Employer EIN730968950
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stephenson Wholesale Company, Inc.)

Sponsor-wide plan assets over time

All Stephenson Wholesale Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 14.768873773392427% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.46M $7.41M ▲ +14.7%
Year Plans Participants Total Assets
2022 1 189 $6M
2023 1 174 $7M
2024 1 198 $7M

Nearby 401(k) Plans in Oklahoma

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

Indian Nation Wholesale Employee 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Indian Nation Wholesale Employee 401(k) Plan, Total assets ($B): 0.007413943 · Participants: 198Indian Nation Wholesale Employee 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
Indian Nation Wholesale Employee 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Indian Nation Wholesale Employee 401(k) Plan side-by-side with 3 peers →

Indian Nation Wholesale Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Onvo 401(k) Plan in PA ($7M); by covered participants it is Alltrails 401(k) Plan in CA (198 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (198 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 Indian Nation Wholesale Employee 401(k) Plan assets move in 2024? ▼
Indian Nation Wholesale Employee 401(k) Plan grew at a solid clip - up 10.3% during 2024, from $7M to $7M. Reported net income was $692K.
How have Stephenson Wholesale Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephenson Wholesale Company, Inc.'s sponsor-wide assets grew 14.8%, from $6M to $7M.
Which 401(k) plans are similar in size to Indian Nation Wholesale Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Onvo 401(k) Plan in PA ($7M, 610 participants).
Which 401(k) plans cover a similar participant headcount to Indian Nation Wholesale Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alltrails 401(k) Plan in CA (198 participants, $19M 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 730968950.

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.