Oklahoma's Credit Union 401(k) match, vesting and fees

Plan year 2025 filingOklahoma'S Credit Union 401k Plan and Trust · Plan 002 · EIN 73-6093655Updated Oct 2026

What Oklahoma's Credit Union's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $767K in employer contributions, about $5,324 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$143,213
Average account balance
190
Participants (end of year)
$20.6M
Plan assets (end of year)
0.25%
Admin expenses ÷ assets

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.

RecordkeeperStancorp Financial GroupSchedule C ↗
Independent auditorCliftonlarsonallen LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.

Oklahoma's Credit Union: employer contribution per participant$5,324
Peer median$3,122
Oklahoma's Credit Union: average balance$143,213
Peer median$111,687
Oklahoma's Credit Union: admin expenses ÷ assets0.25%
Peer median0.20%

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 $14.3M at the end of plan year 2021 to $20.6M at the end of plan year 2025.

$14.3M2021$12.3M2022$14.4M2023$17.2M2024$20.6M2025
End-of-year figures from each plan year's Form 5500 filing for the Oklahoma's Credit Union plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025190$20.6M$767K$5,3240.25%Not publishedForm 5500 ↗
2024173$17.2M$774K$5,6940.27%Not publishedForm 5500 ↗
2023174$14.4M$755K$5,7640.28%Not publishedForm 5500 ↗
2022183$12.3M$1.2M$8,6310.30%Not publishedForm 5500 ↗
2021175$14.3M$559K$4,1080.28%Not publishedForm 5500 ↗

Common questions

Does Oklahoma's Credit Union match 401(k) contributions?

The match terms for the Oklahoma'S Credit Union 401k Plan and Trust have not been published from its filing yet. The plan year 2025 filing reports $767K in employer contributions, about $5,324 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Oklahoma's Credit Union 401(k) match vested?

The vesting schedule for the Oklahoma'S Credit Union 401k Plan and Trust is not in the data published so far. Your Summary Plan Description states it.

Who manages the Oklahoma's Credit Union 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Stancorp Financial Group. The plan administrator is Oklahoma'S Credit Union.

I left Oklahoma's Credit Union. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Oklahoma'S Credit Union, (405) 602-1121) or the recordkeeper, Stancorp Financial Group. The Oklahoma's Credit Union old 401(k) page lists the contacts from every plan filing. Find an old Oklahoma's Credit Union 401(k)

Data from the public Form 5500 annual reports Oklahoma's Credit Union filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Oklahoma's Credit Union. Not financial advice. Report a correction · Methodology