401(k) · DOL Form 5500 · 2024
Aaon, Inc. Savings and Investment Plan
Data updated 2026-05-15
- $449M
- Total assets
- 3,690
- Participants
- 97th
- Percentile by assets
- $121,627
- Avg per participant
Sponsored by Aaon, Inc. · Oklahoma · Manufacturing
What the 2024 filing shows
Aaon, Inc. Savings and Investment Plan holds $449M for 3,690 participants - about $121,627 per participant, in the top 5% of all filed plans by assets, up 44.0% over the 2024 plan year.
- $449M
- total plan assets (2024 EOY)
- 3,690
- covered participants
- 97th
- percentile by assets (of 116,472 plans)
- $121,627
- avg assets per participant
401(k) · DOL Form 5500 · 2024
What the Filing Says About Aaon, Inc. Savings and Investment Plan
Aaon, Inc. Savings and Investment Plan is a 401(k) retirement plan sponsored by Aaon, Inc., headquartered in Oklahoma. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $449M in total end-of-year assets and covers 3,690 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 731328149, and the plan has been effective since 1989-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets surged from $312M at the beginning of 2024 to $449M at year-end - up 44.0%. Net assets (after liabilities) closed the year at $449M, with reported net income of $137M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Across the 3 plan years Aaon, Inc. has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $225M to $449M, a gain of 99.4%, while reported participants moved from 4,509 to 3,690 (-18.2%). The strongest year on file by total sponsor assets was 2024 at $449M; the softest was 2022 at $225M. Year-by-year, sponsor-wide filings show: 2022 - $225M in assets across 1 plan covering 4,509 participants; 2023 - $312M in assets across 1 plan covering 3,270 participants; 2024 - $449M in assets across 1 plan covering 3,690 participants.
By assets, Aaon, Inc. Savings and Investment Plan outranks 97% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.5x the national average plan size of $100M and 730 average participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Aaon, Inc. Savings and Investment Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2024)
| Total Assets (Beginning of Year) | $312M |
|---|---|
| Total Assets (End of Year) | $449M |
| Net Assets (End of Year) | $449M |
| Net Income | $137M |
| Plan Type | 401(k) |
| Employer EIN | 731328149 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aaon, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,509 | $225M |
| 2023 | 1 | 3,270 | $312M |
| 2024 | 1 | 3,690 | $449M |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
- Saint Francis Health System, Inc. 401(k) Savings P $1.0B · 10,537
Frequently Asked Questions
How much money is in the Aaon, Inc. Savings and Investment Plan? ▼
What type of plan is Aaon, Inc. Savings and Investment Plan? ▼
Who sponsors the Aaon, Inc. Savings and Investment Plan? ▼
How did Aaon, Inc. Savings and Investment Plan perform in 2024? ▼
What this filing means
Ways to act on Aaon, Inc. Savings and Investment Plan's numbers.
- By total assets, Aaon, Inc. Savings and Investment Plan ranks in the top 5% 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
- Aaon, Inc.'s sponsor-wide assets have grown 99.4% since 2022 across 3 plan years on file. More Manufacturing plans
- A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 731328149.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.