Choctaw Nation of Oklahoma 401(k) match, vesting and fees
What Choctaw Nation of Oklahoma's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Rose Rock Cpas (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 12 defined-contribution plans in mining, quarrying, and oil and gas extraction with 10,000 to 49,999 participants.
| Choctaw Nation of Oklahoma: employer contribution per participant | $1,957 | |
| Peer median | $5,269 |
| Choctaw Nation of Oklahoma: average balance | $32,871 | |
| Peer median | $130,671 |
| Choctaw Nation of Oklahoma: admin expenses ÷ assets | 0.10% | |
| Peer median | 0.06% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $308M at the end of plan year 2021 to $425M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 15,144 | $425M | $25.3M | $1,957 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 14,518 | $359M | $21.2M | $1,760 | 0.17% | Not published | Form 5500 ↗ |
| 2022 | 14,288 | $290M | $17.2M | $1,426 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 12,316 | $308M | $15.6M | $1,555 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does Choctaw Nation of Oklahoma match 401(k) contributions?
The match terms for the Choctaw Nation of Oklahoma Thrift Plan have not been published from its filing yet. The plan year 2024 filing reports $25.3M in employer contributions, about $1,957 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Choctaw Nation of Oklahoma 401(k) match vested?
The vesting schedule for the Choctaw Nation of Oklahoma Thrift Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Choctaw Nation of Oklahoma 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Choctaw Nation of Oklahoma.
I left Choctaw Nation of Oklahoma. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Choctaw Nation of Oklahoma, (580) 924-8280) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Choctaw Nation of Oklahoma old 401(k) page lists the contacts from every plan filing. Find an old Choctaw Nation of Oklahoma 401(k)
Data from the public Form 5500 annual reports Choctaw Nation of Oklahoma filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Choctaw Nation of Oklahoma. Not financial advice. Report a correction · Methodology