401(k) · DOL Form 5500 · 2024

Conner & Winters, LLP 401(k) Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
82
Participants Small participant base
90th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Conner & Winters 401(k) Retirement Plan · Sponsored by Conner & Winters, LLP · Oklahoma · Professional & Technical Services

$98M in assets, 82 participants

Conner & Winters, LLP's Conner & Winters 401(k) Retirement Plan reported $98M in total assets and 82 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,425 in Professional & Technical Services (20,173 peers)

Where Conner & Winters 401(k) Retirement Plan sits by assets

Conner & Winters 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $98M for 82 participants (~$1.2M/participant), up 7.3% in 2024.

#18,425
in Professional & Technical Services (20,173 peers)
+7.3%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Conner & Winters 401(k) Retirement Plan's outsized position by total assets

Conner & Winters 401(k) Retirement Plan vs every filed plan by assets

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

$97,584,904 Top 10% higher than 90% 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

Conner & Winters 401(k) 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. Conner & Winters 401(k) Retirement Plan is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Conner & Winters 401(k) Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Conner & Winters 401(k) Retirement Plan end-of-year assets rose from $91M in the plan year 2023 filing to $98M in the plan year 2024 filing.
  • Conner & Winters 401(k) Retirement Plan reported participants fell from 84 in the plan year 2023 filing to 82 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 731388566 · Conner & Winters, LLP PY 2024 · 401(k)

Conner & Winters 401(k) Retirement Plan · $98M · 82 · 90th

  • ASSETS $98M
  • ASSETS 82
  • ASSETS 90th
  • ASSETS 401(k)
  • ASSETS near Mka International, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #18425

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 Professional & Technical Services retirement plans → · Plans in Oklahoma →

Conner & Winters 401(k) Retirement Plan in the asset neighbourhood

Axcet Hr Solutions M/E 401(k) Retirement PlanAxcet Hr Solutions M/E 401(k…$98MMka International, Inc. 401(k) Profit Sharing PlanMka International, Inc. 401(…$98MConner & Winters 401(k) Retirement PlanConner & Winters 401(k) Reti…$98MCh Holdings, Inc. 401(k) Salary and Profit Sharing PlanCh Holdings, Inc. 401(k) Sal…$98MProtective Industries Savings & Retirement PlanProtective Industries Saving…$98M
End-of-year total assets ($M) among Conner & Winters 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$97M
Net Income$6M
Employer EIN731388566
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Conner & Winters, LLP)

Sponsor-wide plan assets over time

All Conner & Winters, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$103M 18.21873437776733% vs 2022
2024 filing year
$85M$90M$95M$100M$105M 202220232024 $87.2M $103M ▲ +18.2%
Year Plans Participants Total Assets
2022 2 183 $87M
2023 2 159 $96M
2024 2 151 $103M

Nearby 401(k) Plans in Oklahoma

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

Conner & Winters 401(k) Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Conner & Winters 401(k) Retirement Plan, Total assets ($B): 0.097584904 · Participants: 82Conner & Winters 401(k) Retirement 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
Conner & Winters 401(k) Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Conner & Winters 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Mka International, Inc. 401(k) Profit Sharing Plan in CA ($98M); by covered participants it is Infopaginas 1081.01(D) Plan in PR (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Conner & Winters 401(k) Retirement Plan assets move in 2024?
Conner & Winters 401(k) Retirement Plan grew at a solid clip - up 7.3% during 2024, from $91M to $98M. Reported net income was $6M.
How have Conner & Winters, LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Conner & Winters, LLP's sponsor-wide assets grew 18.2%, from $87M to $103M.
Where does Conner & Winters 401(k) Retirement Plan rank by assets among Form 5500 filers?
Conner & Winters 401(k) Retirement Plan ranks in the 90th 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 Conner & Winters 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Mka International, Inc. 401(k) Profit Sharing Plan in CA ($98M, 295 participants).
Which 401(k) plans cover a similar participant headcount to Conner & Winters 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Infopaginas 1081.01(D) Plan in PR (82 participants, $801K in assets).