401(k) · DOL Form 5500 · 2024

W.H. Braum, Inc. 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
4,268
Participants Above avg headcount
85th
Percentile by assets National rank
$12,941
Avg per participant Low balance/head
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Official DOL plan name: W.H. Braum, Inc. Profit Sharing Plus Plan · Sponsored by W.H. Braum, Inc. · Oklahoma · Retail Trade

$55M in assets, 4,268 participants

W.H. Braum, Inc.'s W.H. Braum, Inc. Profit Sharing Plus Plan reported $55M in total assets and 4,268 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,380 in Retail Trade (8,048 peers)

Coverage in Oklahoma

W.H. Braum, Inc. Profit Sharing Plus Plan covers 4,268 participants in Oklahoma, 5.6x the typical Oklahoma plan (state average ~760 per filing). Assets: $55M.

#7,380
in Retail Trade (8,048 peers)
+3.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

W.H. Braum, Inc. Profit Sharing Plus Plan's outsized position by total assets

W.H. Braum, Inc. Profit Sharing Plus Plan vs every filed plan by assets

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

$55,231,134 Top 15% higher than 85% 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

W.H. Braum, Inc. Profit Sharing Plus 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. W.H. Braum, Inc. Profit Sharing Plus Plan lands in the large band (4,268 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • W.H. Braum, Inc. Profit Sharing Plus Plan reported net income fell from $9M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • W.H. Braum, Inc. Profit Sharing Plus Plan reported participants rose from 4,013 in the plan year 2023 filing to 4,268 in the plan year 2024 filing.
  • W.H. Braum, Inc. Profit Sharing Plus Plan end-of-year assets rose from $53M in the plan year 2023 filing to $55M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 300288982 · W.H. Braum, Inc. PY 2024 · 401(k)

W.H. Braum, Inc. Profit Sharing Plus Plan · $55M · 4,268 · 85th

  • TYPE $55M
  • TYPE 4,268
  • TYPE 85th
  • TYPE 401(k)
  • TYPE near Becker & Poliakoff, P.a. 401(k) Profit Sharing Plan
  • TYPE ind #7380

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 Retail Trade retirement plans → · Plans in Oklahoma →

W.H. Braum, Inc. Profit Sharing Plus Plan in the asset neighbourhood

Teamsters Union Local No. 142 Annuity FundTeamsters Union Local No. 14…$55MW.H. Braum, Inc. Profit Sharing Plus PlanW.H. Braum, Inc. Profit Shar…$55MBecker & Poliakoff, P.a. 401(k) Profit Sharing PlanBecker & Poliakoff, P.a. 401…$55MRegulus 401(k)$55MGold Eagle Company Profit Sharing and Savings PlanGold Eagle Company Profit Sh…$55M
End-of-year total assets ($M) among W.H. Braum, Inc. Profit Sharing Plus Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$55M
Net Income$2M
Employer EIN300288982
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W.H. Braum, Inc.)

Sponsor-wide plan assets over time

All W.H. Braum, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 23.473771002908805% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $44.7M $55.2M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 3,710 $45M
2023 1 4,013 $53M
2024 1 4,268 $55M

Nearby 401(k) Plans in Oklahoma

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

W.H. Braum, Inc. Profit Sharing Plus Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 -20246 Total assets ($B) Participants W.H. Braum, Inc. Profit Sharing Plus Plan, Total assets ($B): 0.055231134 · Participants: 4268W.H. Braum, Inc. Profit Sharing Plus 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
W.H. Braum, Inc. Profit Sharing Plus Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare W.H. Braum, Inc. Profit Sharing Plus Plan side-by-side with 3 peers →

W.H. Braum, Inc. Profit Sharing Plus Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Becker & Poliakoff, P.a. 401(k) Profit Sharing Plan in FL ($55M); by covered participants it is Psc Group 401(k) Plan in LA (4,269 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,268 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 W.H. Braum, Inc. Profit Sharing Plus Plan assets move in 2024? ▼
W.H. Braum, Inc. Profit Sharing Plus Plan edged up modestly - up 3.5% during 2024, from $53M to $55M. Reported net income was $2M.
How have W.H. Braum, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W.H. Braum, Inc.'s sponsor-wide assets grew 23.5%, from $45M to $55M.
Where does W.H. Braum, Inc. Profit Sharing Plus Plan rank by assets among Form 5500 filers? ▼
W.H. Braum, Inc. Profit Sharing Plus Plan ranks in the 85th 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 401(k) plans are similar in size to W.H. Braum, Inc. Profit Sharing Plus Plan? ▼
Among 401(k) plans in other states, the closest by assets is Becker & Poliakoff, P.a. 401(k) Profit Sharing Plan in FL ($55M, 295 participants).
Which 401(k) plans cover a similar participant headcount to W.H. Braum, Inc. Profit Sharing Plus Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Psc Group 401(k) Plan in LA (4,269 participants, $220M 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 300288982.

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.