401(k) · DOL Form 5500 · 2024
Oklahoma General Agency, Inc. Dba One General Agency 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 67
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $65,982
- Avg per participant Below avg balance/head
Official DOL plan name: One General Agency Savings Incentive Plan · Sponsored by Oklahoma General Agency, Inc. Dba One General Agency · Oklahoma · Finance & Insurance
$4M in assets, 67 participants
Oklahoma General Agency, Inc. Dba One General Agency's One General Agency Savings Incentive Plan reported $4M in total assets and 67 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #2,274 in Finance & Insurance (8,549 peers)
Oklahoma General Agency, Inc. Dba One General Agency multi-year trail
Oklahoma General Agency, Inc. Dba One General Agency's plans moved +49.3% in assets from 2022 to 2024; this filing shows One General Agency Savings Incentive Plan at $4M / 67 participants.
- #2,274
- in Finance & Insurance (8,549 peers)
- +20.7%
- assets growth YoY
One General Agency Savings Incentive Plan's mid-pack asset rank among Finance & Insurance and all filers
One General Agency Savings Incentive Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,420,801 40th percentile higher than 40% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
One General Agency Savings Incentive Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. One General Agency Savings Incentive Plan is a small filing (67 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- One General Agency Savings Incentive Plan reported participants rose from 45 in the plan year 2023 filing to 67 in the plan year 2024 filing.
- One General Agency Savings Incentive Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- One General Agency Savings Incentive Plan reported net income rose from $703K in the plan year 2023 filing to $757K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 730719396 · Oklahoma General Agency, Inc. Dba One General Agency PY 2024 · 401(k)
One General Agency Savings Incentive Plan · $4M · 67 · 40th
- EIN $4M
- EIN 67
- EIN 40th
- EIN 401(k)
- EIN near Overture Partners, LLC 401(k) Plan
- EIN ind #2274
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 Finance & Insurance retirement plans → · Plans in Oklahoma →
One General Agency Savings Incentive Plan in the asset neighbourhood
Oklahoma General Agency, Inc. Dba One General Agency multi-year asset trail
Sponsor-wide plan assets over time
All Oklahoma General Agency, Inc. Dba One General Agency plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 49.29308013492028% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 41 | $3M |
| 2023 | 1 | 45 | $4M |
| 2024 | 1 | 67 | $4M |
Oklahoma General Agency, Inc. Dba One General Agency filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $757K |
| Employer EIN | 730719396 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
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
- Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958
One General Agency Savings Incentive Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Overture Partners, LLC 401(k) Plan in MA ($4M); by covered participants it is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Overture Partners, LLC 401(k) Plan (MA) $4M · 107
- Dapper America 401(k) Plan (CA) $4M · 79
- Super King 401(k) Plan (CA) $4M · 790
- The Pepin Academies, Inc. 401(k) Plan (FL) $4M · 246
Similar participant headcount
Nearest other-state filings by covered participants (67 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.