Powered by OnlyBoth

Benchmarking The Schusterman Interests, LLC Employees' Thrift Retirement Plan in Tulsa, OK against all plans

 

The Schusterman Interests, LLC Employees' Thrift Retirement Plan in Tulsa, OK has the highest average account balance ($247,314) of all the 177 plans whose economic sector is Management of Companies and Enterprises. That $247,314 compares to an average of $78,368 across those 177 plans.

Beating the average of $78,368 means an extra $78,559,664 in total assets.

Note: average account balance = total assets ÷ total participants

The Schusterman Interests, LLC Employees' Thrift Retirement Plan has these standings among those 177 peer plans:

  • average account balance = $247,314 (the highest)

  • total assets = $115,000,844 (46th-most)

  • total participants = 465 (88th-fewest)

Visualize

 
 

Peers

beat Sempra Energy Savings Plan in San Diego, CA ($245,010), National Fuel Gas Company Tax Deferred Savings Plan for Non-Union Employees in Williamsville, NY ($235,277), CNA 401k Plan in Chicago, IL ($227,420), and Burlington Northern Santa Fe Investment and Retirement Plan in Fort Worth, TX ($220,740), and others, ending with Concept Consulting LLC, 401(K) Plan in Broomfield, CO ($4,074).

References

  1. average account balance. Higher values are better. Average account balance equals total assets, in Line 1f(b) from Schedule H, divided by total participants, in Line 6f of Form 5500. Except where noted, all data come from the 2-October-2023 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  2. whose economic sector is. The economic sector is the first two digits from the six-digit NAICS business code, Line 2d in Form 5500, which best describes the nature of the plan sponsor’s business, from the available list. If more than one employer or employee organization is involved, filers are asked to enter the business code for the main business activity of the employer and/or employee organizations. Except where noted, all data come from the 2-October-2023 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.