401(k) · DOL Form 5500 · 2024

Aaon, Inc. 401(k) Plan

Data updated 2026-08-25

$449M
Total assets Above avg plan size
3,690
Participants Above avg headcount
97th
Percentile by assets National rank
$121,627
Avg per participant Near avg balance/head
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Official DOL plan name: Aaon, Inc. Savings and Investment Plan · Sponsored by Aaon, Inc. · Oklahoma · Manufacturing

$449M in assets, 3,690 participants

Aaon, Inc.'s Aaon, Inc. Savings and Investment Plan reported $449M in total assets and 3,690 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #16,904 in Manufacturing (17,777 peers)

Coverage in Oklahoma

Aaon, Inc. Savings and Investment Plan covers 3,690 participants in Oklahoma, 4.9x the typical Oklahoma plan (state average ~760 per filing). Assets: $449M.

#16,904
in Manufacturing (17,777 peers)
+44.0%
assets growth YoY
4.5×
vs typical plan assets (national mean)

Aaon, Inc. Savings and Investment Plan's outsized position by total assets

Aaon, Inc. Savings and Investment Plan vs every filed plan by assets

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

$448,801,918 Top 3% higher than 97% 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

Aaon, Inc. Savings and Investment Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aaon, Inc. Savings and Investment Plan lands in the large band (3,690 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aaon, Inc. Savings and Investment Plan reported net income rose from $87M in the plan year 2023 filing to $137M in the plan year 2024 filing.
  • Aaon, Inc. Savings and Investment Plan end-of-year assets rose from $312M in the plan year 2023 filing to $449M in the plan year 2024 filing.
  • Aaon, Inc. Savings and Investment Plan reported participants rose from 3,270 in the plan year 2023 filing to 3,690 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 731328149 · Aaon, Inc. PY 2024 · 401(k)

Aaon, Inc. Savings and Investment Plan · $449M · 3,690 · 97th

  • NET $449M
  • BOOK 3,690
  • VS-ST 97th
  • BOY 401(k)
  • SCH near Lmi 401(k) Plan
  • EBSA ind #16904

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 →

Aaon, Inc. Savings and Investment Plan in the asset neighbourhood

Dexcom, Inc. 401(k) Plan$449MAaon, Inc. Savings and Investment PlanAaon, Inc. Savings and Inves…$449MLmi 401(k) Plan$449MPlumbers' Retirement Savings Fund, Local 130, U.a.Plumbers' Retirement Savings…$449MCentral Hudson Gas & Electric Corporation Savings Incentive PlanCentral Hudson Gas & Electri…$449M
End-of-year total assets ($M) among Aaon, Inc. Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$312M
Net Assets (End of Year)$449M
Net Income$137M
Employer EIN731328149
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aaon, Inc.)

Sponsor-wide plan assets over time

All Aaon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$449M 99.4109900836422% vs 2022
2024 filing year
$200M$300M$400M$500M 202220232024 $225M $449M ▲ +99.4%
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.

Aaon, Inc. Savings and Investment Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 0123456 Total assets ($B) Participants Aaon, Inc. Savings and Investment Plan, Total assets ($B): 0.448801918 · Participants: 3690Aaon, Inc. Savings and Investment 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
Aaon, Inc. Savings and Investment Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Aaon, Inc. Savings and Investment Plan side-by-side with 3 peers →

Aaon, Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Lmi 401(k) Plan in VA ($449M); by covered participants it is Cadence Design Systems, Inc. 401(k) Plan in CA (3,690 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($449M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,690 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 Aaon, Inc. Savings and Investment Plan assets move in 2024? ▼
Aaon, Inc. Savings and Investment Plan surged - up 44.0% during 2024, from $312M to $449M. Reported net income was $137M.
How have Aaon, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aaon, Inc.'s sponsor-wide assets grew 99.4%, from $225M to $449M.
Where does Aaon, Inc. Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Aaon, Inc. Savings and Investment Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Aaon, Inc. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lmi 401(k) Plan in VA ($449M, 2,464 participants).
Which 401(k) plans cover a similar participant headcount to Aaon, Inc. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cadence Design Systems, Inc. 401(k) Plan in CA (3,690 participants, $2.1B 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 731328149.

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.