Defined Benefit (Pension) · DOL Form 5500 · 2024

The William K. Warren Foundation Pension Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
21
Participants Small participant base
77th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: The Warren Employees' Retirement Plan · Sponsored by The William K. Warren Foundation · Oklahoma · Other Services

$30M in assets, 21 participants

The William K. Warren Foundation's The Warren Employees' Retirement Plan reported $30M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #6,834 in Other Services (7,719 peers)

Where The Warren Employees' Retirement Plan sits by assets

The Warren Employees' Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 21 participants (~$1.4M/participant), up 1.9% in 2024.

#6,834
in Other Services (7,719 peers)
+1.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Warren Employees' Retirement Plan's outsized position by total assets

The Warren Employees' Retirement Plan vs every filed plan by assets

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

$29,736,774 Top 23% higher than 77% 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

The Warren Employees' Retirement 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. The Warren Employees' Retirement Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Warren Employees' Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $552K in the plan year 2024 filing.
  • The Warren Employees' Retirement Plan reported participants fell from 22 in the plan year 2023 filing to 21 in the plan year 2024 filing.
  • The Warren Employees' Retirement Plan end-of-year assets rose from $29M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 730609599 · The William K. Warren Foundation PY 2024 · Defined Benefit (Pension)

The Warren Employees' Retirement Plan · $30M · 21 · 77th

  • VS-ST $30M
  • VS-ST 21
  • VS-ST 77th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Employee Benefit Plan of the Commission on Accreditation of Rehabilitation Facilities
  • VS-ST ind #6834

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 Other Services retirement plans → · Plans in Oklahoma →

The Warren Employees' Retirement Plan in the asset neighbourhood

W.R. Grace & Co. Retirement Plan for Lake Charles PlantW.R. Grace & Co. Retirement …$30MPlasterers' Local 8 Pension FundPlasterers' Local 8 Pension …$30MExcavators Union Local 731 Fund Employees Pension PlanExcavators Union Local 731 F…$30MThe Warren Employees' Retirement PlanThe Warren Employees' Retire…$30MEmployee Benefit Plan of the Commission on Accreditation of Rehabilitation FacilitiesEmployee Benefit Plan of the…$30M
End-of-year total assets ($M) among The Warren Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$30M
Net Income$552K
Employer EIN730609599
Plan Effective Date1975-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The William K. Warren Foundation)

Sponsor-wide plan assets over time

All The William K. Warren Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$30M 25.786984676899436% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $23.6M $29.7M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 26 $24M
2023 1 22 $29M
2024 1 21 $30M

Nearby Defined Benefit (Pension) Plans in Oklahoma

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Warren Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.52 Total assets ($B) Participants The Warren Employees' Retirement Plan, Total assets ($B): 0.029736774 · Participants: 21The Warren Employees' Retirement PlanPipeline Industry Pension Fund, Total assets ($B): 1.68715114 · Participants: 2308Pipeline Industry Pension FundWilliams Pension Plan, Total assets ($B): 1.357458939 · Participants: 3357Williams Pension PlanOne Gas, Inc. Retirement Plan, Total assets ($B): 0.726126 · Participants: 670One Gas, Inc. Retirement PlanRetirement Plan for Employees of Devon Energy Corporation, Total assets ($B): 0.43487459 · Participants: 155Retirement Plan for Employees of Devon Energy CorporationIntegris Health, Inc. Retirement Plan a, Total assets ($B): 0.424374198 · Participants: 1061Integris Health, Inc. Retirement Plan a
The Warren Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants
Compare The Warren Employees' Retirement Plan side-by-side with 3 peers →

The Warren Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oklahoma, the nearest Defined Benefit (Pension) by assets is Employee Benefit Plan of the Commission on Accreditation of Rehabilitation Facilities in AZ ($30M); by covered participants it is The Scott Fetzer Pension Plan for Hourly Employees of Wayne in OH (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 The Warren Employees' Retirement Plan assets move in 2024? ▼
The Warren Employees' Retirement Plan edged up modestly - up 1.9% during 2024, from $29M to $30M. Reported net income was $552K.
How have The William K. Warren Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The William K. Warren Foundation's sponsor-wide assets grew 25.8%, from $24M to $30M.
Where does The Warren Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
The Warren Employees' Retirement Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Warren Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employee Benefit Plan of the Commission on Accreditation of Rehabilitation Facilities in AZ ($30M, 106 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Warren Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Scott Fetzer Pension Plan for Hourly Employees of Wayne in OH (21 participants, $2M 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 730609599.

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.