Tulsa, OK Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Tulsa, OK has 624 loaded benefit plan(s) reported by 374 plan sponsor(s), with $26,047,464,059 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 624
- Plan sponsors
- 374
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $26,047,464,059
- Total reported liabilities (EOY)
- $79,939,525
- Total reported net assets (EOY)
- $25,965,046,843
Contributions & income
- Employer contributions
- $740,370,859
- Participant contributions
- $711,310,247
- Total income / additions
- $5,423,625,437
Expenses & distributions
- Benefits paid / distributions
- $2,315,398,152
- Total expenses
- $2,367,299,761
- Net increase / (decrease)
- $3,056,325,676
Coverage
- Total reported participants
- 465,173
- Plans with financial statements
- 337
- Plans with provider compensation
- 217
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Tulsa, OK plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Quiktrip Corporation Retirement Plan | Quiktrip Corporation | $4,212,452,319 | 2023 |
| The Williams Investment Plus Plan | The Williams Companies, Inc. | $1,681,202,476 | 2023 |
| Pipeline Industry Pension Fund | Pipeline Industry Pension Fund | $1,550,776,271 | 2023 |
| The Williams Companies Master Pension Trust | The Williams Companies Master Pension Trust | $1,332,847,400 | 2023 |
| Williams Pension Plan | The Williams Companies, Inc. | $1,332,433,670 | 2023 |
| Oneok, Inc. 401(K) Plan | Oneok, Inc. | $1,156,591,000 | 2023 |
| Managed Allocation Portfolio Pooled Investment Trust | Bokf, Na | $1,112,882,479 | 2023 |
| Bok Financial 401(K) Plan | Bokf, Na | $1,048,169,756 | 2023 |
| Saint Francis Health System, Inc. 401(K) Savings P | Saint Francis Health System Inc | $867,054,663 | 2023 |
| One Gas, Inc. 401(K) Plan | One Gas, Inc. | $863,783,000 | 2023 |
| One Gas, Inc. Retirement Plan | One Gas, Inc. | $795,535,000 | 2023 |
| The Helmerich & Payne, Inc. 401(K)/Thrift Plan | Helmerich & Payne, Inc. | $746,418,097 | 2023 |
| Hilti Retirement Savings Plan | Hilti, Inc. | $611,314,495 | 2023 |
| Alliance Coal, LLC And Affiliates Profit Sharing And Savings Plan | Alliance Coal, LLC | $560,599,688 | 2023 |
| The University Of Tulsa Defined Contribution Retirement Plan | The University Of Tulsa | $403,458,221 | 2023 |
| Saint Francis Health System, Inc. 403(B) Savings P | Saint Francis Health System Inc | $351,797,420 | 2023 |
| Oneok, Inc. Retirement Plan | Oneok, Inc. | $334,915,000 | 2023 |
| Pipeline Industry Annuity 401(K) Trust | Pipeline Industry 401(K) Fund | $314,025,301 | 2023 |
| Aaon, Inc. Savings And Investment Plan | Aaon, Inc. | $311,662,210 | 2023 |
| International Chemical Company Employee Stock Ownership Plan | International Chemical Company | $232,047,343 | 2023 |
| The Nordam Group LLC 401(K) Retirement Plan | The Nordam Group LLC | $227,268,392 | 2023 |
| Matrix Service Company 401(K) Savings Plan | Matrix Service Company | $199,188,556 | 2023 |
| One Gas, Inc. Retiree Health And Welfare Plan | One Gas, Inc. | $183,909,000 | 2023 |
| Magellan Pension Plan | Magellan Midstream Holdings Gp, LLC | $175,126,716 | 2023 |
| Metro Builders Supply, Inc. Employee Stock Ownership Plan | Metro Builders Supply, Inc. | $155,427,941 | 2023 |
Largest plans in Tulsa → · Tulsa plans by participants → · Tulsa plans with financial data → · Tulsa plans with provider compensation → · $1B+ plans in Tulsa →
Related Form 5500 pages
- All OK Form 5500 filings
- Quiktrip Corporation Retirement Plan (plan 003)
- Quiktrip Corporation — all reported plans
- The Williams Investment Plus Plan (plan 008)
- The Williams Companies, Inc. — all reported plans
- Pipeline Industry Pension Fund (plan 001)
- Pipeline Industry Pension Fund — all reported plans
- The Williams Companies Master Pension Trust (plan 020)
- The Williams Companies Master Pension Trust — all reported plans
- Williams Pension Plan (plan 001)
- Oneok, Inc. 401(K) Plan (plan 002)
- Oneok, Inc. — all reported plans
- Managed Allocation Portfolio Pooled Investment Trust (plan 005)
- Bokf, Na — all reported plans
- Bok Financial 401(K) Plan (plan 002)
- Saint Francis Health System, Inc. 401(K) Savings P (plan 002)
- Saint Francis Health System Inc — all reported plans
- One Gas, Inc. 401(K) Plan (plan 002)
- One Gas, Inc. — all reported plans
- One Gas, Inc. Retirement Plan (plan 001)
- The Helmerich & Payne, Inc. 401(K)/Thrift Plan (plan 004)
- Helmerich & Payne, Inc. — all reported plans
- Hilti Retirement Savings Plan (plan 003)
- Hilti, Inc. — all reported plans
- Alliance Coal, LLC And Affiliates Profit Sharing And Savings Plan (plan 001)
- Alliance Coal, LLC — all reported plans
- The University Of Tulsa Defined Contribution Retirement Plan (plan 001)
- The University Of Tulsa — all reported plans
- Methodology
- Data sources