401(k) · DOL Form 5500 · 2024
Spend Life Wisely Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $363M
- Total assets Above avg plan size
- 1,941
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $187,140
- Avg per participant Above avg balance/head
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.
- #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.
- #8,024
- in Finance & Insurance (8,549 peers)
- +11.4%
- assets growth YoY
- 3.6×
- vs typical plan assets (national mean)
Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features's outsized position by total assets
Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$363,239,145 Top 4% higher than 96% 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
Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features'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. Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features lands in the large band (1,941 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
DOL schedule card
Filing strip 730936842 · Spend Life Wisely Company, Inc. PY 2024 · 401(k)
Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features · $363M · 1,941 · 96th
- BOY $363M
- SCH 1,941
- EBSA 96th
- PART 401(k)
- TYPE near First-Citizens Bank & Trust Company Legacy 401(k) Plan
- NET ind #8024
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 →
Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Spend Life Wisely Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $363M 14.28382146164607% vs 2022
- 2024 filing year
| 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.
- 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
Spend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) Features's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is First-Citizens Bank & Trust Company Legacy 401(k) Plan in NC ($363M); by covered participants it is Sunnova Energy Corporation 401(k) Plan & Trust in TX (1,941 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($363M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,941 participants); asset peers above are excluded.
- Sunnova Energy Corporation 401(k) Plan & Trust (TX) 1,941 · 0 off
- Treasure Holdco, Inc. 401(k) Plan (NC) 1,942 · 1 off
- Flynt Entities 401(k) Plan (CA) 1,940 · 1 off
- Chesterman Company 401(k) Profit Sharing Plan (IA) 1,940 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.