State retirement profile · Form 5500

Retirement Plans in Oklahoma

According to DOL Form 5500 filings (plan year 2024), employer-sponsored 401(k), pension, and other retirement plans headquartered in Oklahoma report the totals below.

Data updated 2026-08-25

1,268
Plans
$49.5B
Total assets
#36
By assets

$49.5B across 1,268 plans

According to DOL Form 5500 filings (plan year 2024), Oklahoma has 1,268 employer-sponsored retirement plans holding $49.5B in total assets for 963,131 participants, ranking 36th nationally by plan assets, with 80% structured as 401(k)s and an average of $39M per plan.

  • 36th nationally by plan assets
  • 80% 401(k) plans

The state in one line

Oklahoma hosts 1,268 employer-sponsored retirement plans holding $49.5B for 963,131 participants, the 36th-largest state by plan assets.

$49.5B
total plan assets
1,268
employer plans
$51,390
avg assets per participant
80%
of plans are 401(k)s
401(k) Plans
1,020
Participants
963,131

What the Form 5500 Data Shows for Oklahoma

Oklahoma: 1,268 employer-sponsored plans (1,020 401(k)), $49.5B aggregate assets, 963,131 participants. Average plan: $39M; largest is Quiktrip Corporation Retirement Plan at $4.8B. Leading sector by assets: Retail Trade (14%). These figures aggregate the 1,268 Form 5500 filings Oklahoma sponsors submitted for plan year 2024, counted by sponsor headquarters rather than participant residence; a plan administered in Oklahoma can cover workers across several states, and the methodology page details that HQ-vs-residence distinction. DOL Form 5500 methodology + HQ-vs-residence caveats →

Oklahoma hosts 46 ESOP filings

Employee Stock Ownership Plans here hold $1.7B. ESOP density is uneven across states; when the count clears a meaningful floor, the ESOP ranking and industry pages are the better drill-downs than a 401(k)-only read.

DOL Form 5500 plan year 2024

Where Oklahoma sits in the Form 5500 corpus

Oklahoma sits mid-pack by plan assets (#36 of 56). Peer states with similar totals are the fairest comparison set; national leaders will dominate any unfiltered ranking.

DOL Form 5500 plan year 2024

Oklahoma's place in the national asset distribution

All states with reported Form 5500 plan assets · plan year 2024

$49,494,961,264 38th percentile higher than 38% of 56 states with reported plan assets

Oklahoma $0 $1,324,371,844,360 state retirement-plan assets, bucketed by value

Dashed line + filled bar = this entry, among states with reported plan assets.

Source U.S. Department of Labor, EBSA Form 5500 public disclosure dataset · plan year 2024

Oklahoma's retirement-plan mix

1. 401(k)1,0202. Profit Sharing1233. ESOP464. Other385. Defined Benefit (Pension)26
The five most common Form 5500 plan types among sponsors headquartered in Oklahoma. This count describes filings, not participants or assets.

Source: U.S. Department of Labor, EBSA Form 5500 public disclosure dataset · plan year 2024.

Industry mix in Oklahoma

Top sectors by Form 5500 plan assets for sponsors headquartered here (plan year 2024).

Industry Plans Assets
Retail Trade 84 $6.8B
Management of Enterprises 33 $6.6B
Healthcare & Social Assistance 222 $6.1B
Mining & Oil Extraction 56 $4.7B
Manufacturing 160 $4.3B

Largest Plans in Oklahoma

# Plan Name Type Participants Total Assets
1 Quiktrip Corporation Retirement Plan 401(k) 13,369 $4.8B
2 The Williams Investment Plus Plan 401(k) 5,204 $2.0B
3 Pipeline Industry Pension Fund Defined Benefit (Pension) 2,308 $1.7B
4 Oneok, Inc. 401(k) Plan 401(k) 4,756 $1.4B
5 Williams Pension Plan Defined Benefit (Pension) 3,357 $1.4B
6 Bok Financial 401(k) Plan 401(k) 4,907 $1.2B
7 403(b) Retirement Savings Plan for Integris Health, Inc. Other 11,191 $1.1B
8 Devon Energy Corporation Incentive Savings Plan 401(k) 1,958 $1.1B
9 Saint Francis Health System, Inc. 401(k) Savings P 401(k) 10,537 $1.0B
10 One Gas, Inc. 401(k) Plan 401(k) 3,860 $968M
11 American Fidelity Companies Employee Savings Plan 401(k) 3,606 $870M
12 The Helmerich & Payne, Inc. 401(k)/Thrift Plan 401(k) 6,288 $844M
13 Oge Energy Corp. Employees' Stock Ownership and Retirement Savings Plan 401(k) 2,378 $834M
14 One Gas, Inc. Retirement Plan Defined Benefit (Pension) 670 $726M
15 Hilti Retirement Savings Plan 401(k) 3,737 $686M
16 Chesapeake Energy Corporation Savings and Incentive Stock Bonus Plan 401(k) 954 $640M
17 Alliance Coal, LLC and Affiliates Profit Sharing and Savings Plan 401(k) 3,575 $639M
18 Ou Health 401(k) Plan 401(k) 8,530 $592M
19 Nextep 401(k) Retirement Savings Plan 401(k) 18,274 $566M
20 Savings Incentive and Profit Sharing Plan for Employees of the Hobby Lobby Group 401(k) 29,560 $564M
21 Cherokee Nation Businesses LLC 401(k) Plan 401(k) 7,735 $492M
22 Midland Retirement Plan 401(k) 3,151 $486M
23 Aaon, Inc. Savings and Investment Plan 401(k) 3,690 $449M
24 Retirement Plan for Employees of Devon Energy Corporation Defined Benefit (Pension) 155 $435M
25 Love's and Affiliated Companies 401(k) Savings Plan 401(k) 30,084 $431M

Nearby States by Retirement Plan Footprint

States ranked adjacent to Oklahoma by total retirement plan assets.

Compare Oklahoma side-by-side with 3 peer states →

Nationwide states with similar retirement plan scale

Two DOL Form 5500-derived peer sets for Oklahoma, each a different nationwide metric so the neighborhoods are not geographic containment (the asset-ranked nearby list above stays regional).

Similar plan count

Nearest other states by reported employer plan filings (1,268 here).

Utah 1,280 plans Iowa 1,246 plans Kentucky 1,300 plans Kansas 1,174 plans

Similar total assets

Nearest other states by aggregate plan assets ($49.5B here).

Delaware $52.7B Alabama $53.2B South Carolina $55.2B Louisiana $59.0B

Frequently Asked Questions

What is the largest retirement plan headquartered in Oklahoma? ▼
The largest Form 5500 filing by assets with a headquarters address in Oklahoma is Quiktrip Corporation Retirement Plan ($4.8B, 13,369 participants).
Which industry leads Oklahoma retirement plan assets? ▼
Retail Trade leads with $6.8B across 84 plans headquartered here (14% of state plan assets).
How does Oklahoma compare to other states for retirement plans? ▼
Oklahoma sits mid-pack by plan assets (#36 of 56). Peer states with similar totals are the fairest comparison set; national leaders will dominate any unfiltered ranking.

Next read for Oklahoma

Plan-type reading

Ways to act on Oklahoma's numbers.

Source: U.S. Department of Labor, EBSA Form 5500 public disclosure dataset. Shows the top 25 plans by total assets headquartered in Oklahoma, out of 130,145 ERISA-covered plans nationally. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - state is the plan sponsor's headquarters state as recorded on the Form 5500 filing.

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.