401(k) · DOL Form 5500 · 2024

Spend Life Wisely Company, Inc. 401(k) Plan

Data updated 2026-08-11

$363M
Total assets: 1,941
Participants: 96th
Percentile by assets: $187,140
Avg per participant

Official DOL plan name: Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features · Sponsored by Spend Life Wisely Company, Inc. · Oklahoma · Finance & Insurance

$363M in assets, 1,941 participants

Spend Life Wisely Company, Inc.'s Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features reported $363M in total assets and 1,941 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 123,622 plans)
#8,024 in Finance & Insurance (8,549 peers)

Coverage in Oklahoma

Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features covers 1,941 participants in Oklahoma, 2.6x the typical Oklahoma plan (state average ~760 per filing). Assets: $363M.

$363M
total plan assets (2024 EOY): 1,941
covered participants: 96th
percentile by assets (of 123,622 plans): $187,140
avg assets per participant

Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features reported net income rose from $8M in the plan year 2023 filing to $37M in the plan year 2024 filing.
Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features end-of-year assets rose from $326M in the plan year 2023 filing to $363M in the plan year 2024 filing.
Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features reported participants fell from 1,977 in the plan year 2023 filing to 1,941 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Oklahoma

Industry

Finance & Insurance

Participants vs Oklahoma filers

In Oklahoma, the average filing covers about 760 participants across 1,268 plans. Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features reports 1,941 participants - 2.6x that state average ($363M EOY assets).

Oklahoma filing particulars

Total Assets (Beginning of Year)	$326M
Net Assets (End of Year)	$363M
Net Income	$37M
Employer EIN	730936842
Plan Effective Date	1956-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Spend Life Wisely Company, Inc.)

Total plan assets by year, all Spend Life Wisely Company, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	1,889	$318M
2023	1	1,977	$326M
2024	1	1,941	$363M

Nearby 401(k) Plans in Oklahoma

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

Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features vs. nearby 401(k) plans in Oklahoma, assets vs. participants

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

Compare Spend Life Wisely Company, Inc. Employee… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features by total assets, not by location.

First-Citizens Bank & Trust Company Legacy 401(k) Plan (NC) $363M · 753
Knobbe Martens Olson & Bear, LLP 401(k) Retirement Savings Plan (CA) $363M · 694
Roku, Inc. 401(k) Plan (CA) $363M · 2,448
Kraton Savings Plan (TX) $363M · 1,198

Frequently Asked Questions

How did Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features assets move in 2024? ▼

Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features grew at a solid clip - up 11.4% during 2024, from $326M to $363M. Reported net income was $37M.

How have Spend Life Wisely Company, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Spend Life Wisely Company, Inc.'s sponsor-wide assets grew 14.3%, from $318M to $363M.

Where does Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features rank by assets among Form 5500 filers? ▼

Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features ranks in the 96th 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 Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features? ▼

Among 401(k) plans in other states, the closest by assets is First-Citizens Bank & Trust Company Legacy 401(k) Plan in NC ($363M, 753 participants).

Next read for Spend Life Wisely Company, Inc. Employee…

Filing takeaways

Ways to act on Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features's numbers.

By total assets, Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Oklahoma. Compare plans
Spend Life Wisely Company, Inc.'s sponsor-wide assets have grown 14.3% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 730936842.