401(k) · DOL Form 5500 · 2024

Kaiser-Francis Oil Company 401(k) Plan

Data updated 2026-08-25

$116M
Total assets Near avg plan size
345
Participants Below avg headcount
91st
Percentile by assets National rank
$335,874
Avg per participant High balance/head
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Official DOL plan name: Kaiser-Francis Oil Company Retirement Income Plan · Sponsored by Kaiser-Francis Oil Company · Oklahoma · Manufacturing

$116M in assets, 345 participants

Kaiser-Francis Oil Company's Kaiser-Francis Oil Company Retirement Income Plan reported $116M in total assets and 345 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #15,518 in Manufacturing (17,777 peers)

Coverage in Oklahoma

Kaiser-Francis Oil Company Retirement Income Plan covers 345 participants in Oklahoma, about 45% of the average Oklahoma filer (state average ~760 per filing). Assets: $116M.

#15,518
in Manufacturing (17,777 peers)
+1.7%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Kaiser-Francis Oil Company Retirement Income Plan's outsized position by total assets

Kaiser-Francis Oil Company Retirement Income Plan vs every filed plan by assets

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

$115,876,411 Top 9% higher than 91% 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

Kaiser-Francis Oil Company Retirement Income 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. Kaiser-Francis Oil Company Retirement Income Plan sits mid-pack in the medium band (345 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kaiser-Francis Oil Company Retirement Income Plan reported net income fell from $13M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Kaiser-Francis Oil Company Retirement Income Plan reported participants fell from 360 in the plan year 2023 filing to 345 in the plan year 2024 filing.
  • Kaiser-Francis Oil Company Retirement Income Plan end-of-year assets rose from $114M in the plan year 2023 filing to $116M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 731006655 · Kaiser-Francis Oil Company PY 2024 · 401(k)

Kaiser-Francis Oil Company Retirement Income Plan · $116M · 345 · 91st

  • PART $116M
  • PART 345
  • PART 91st
  • PART 401(k)
  • PART near Salary Savings Plan for Employees of Bobst North America
  • PART ind #15518

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 Manufacturing retirement plans → · Plans in Oklahoma →

Kaiser-Francis Oil Company Retirement Income Plan in the asset neighbourhood

Src Employees Savings Trust$116MKaiser-Francis Oil Company Retirement Income PlanKaiser-Francis Oil Company R…$116MSalary Savings Plan for Employees of Bobst North AmericaSalary Savings Plan for Empl…$116MAugusta Health Care Retirement Savings PlanAugusta Health Care Retireme…$116MAgustawestland Philadelphia Corporation 401(k) Savings PlanAgustawestland Philadelphia …$116M
End-of-year total assets ($M) among Kaiser-Francis Oil Company Retirement Income Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$114M
Net Assets (End of Year)$116M
Net Income$2M
Employer EIN731006655
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaiser-Francis Oil Company)

Sponsor-wide plan assets over time

All Kaiser-Francis Oil Company plans reported in each filing year

Latest sponsor-wide plan assets
$116M 15.083364629337359% vs 2022
2024 filing year
$95M$100M$105M$110M$115M$120M 202220232024 $101M $116M ▲ +15.1%
Year Plans Participants Total Assets
2022 1 417 $101M
2023 1 360 $114M
2024 1 345 $116M

Nearby 401(k) Plans in Oklahoma

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

Kaiser-Francis Oil Company Retirement Income Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Kaiser-Francis Oil Company Retirement Income Plan, Total assets ($B): 0.115876411 · Participants: 345Kaiser-Francis Oil Company Retirement Income 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
Kaiser-Francis Oil Company Retirement Income Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Kaiser-Francis Oil Company Retirement Income Plan side-by-side with 3 peers →

Kaiser-Francis Oil Company Retirement Income Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Salary Savings Plan for Employees of Bobst North America in NJ ($116M); by covered participants it is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (345 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (345 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 Kaiser-Francis Oil Company Retirement Income Plan assets move in 2024? ▼
Kaiser-Francis Oil Company Retirement Income Plan edged up modestly - up 1.7% during 2024, from $114M to $116M. Reported net income was $2M.
How have Kaiser-Francis Oil Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaiser-Francis Oil Company's sponsor-wide assets grew 15.1%, from $101M to $116M.
Where does Kaiser-Francis Oil Company Retirement Income Plan rank by assets among Form 5500 filers? ▼
Kaiser-Francis Oil Company Retirement Income Plan ranks in the 91st 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 Kaiser-Francis Oil Company Retirement Income Plan? ▼
Among 401(k) plans in other states, the closest by assets is Salary Savings Plan for Employees of Bobst North America in NJ ($116M, 233 participants).
Which 401(k) plans cover a similar participant headcount to Kaiser-Francis Oil Company Retirement Income Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (345 participants, $3M 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 731006655.

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.