Utility Tri-State Inc.
Plan context: Utility Tri-State 401(K) Plan
EIN 73-1312253 • Tulsa, OK • 25 filings • 8 plans
Current Snapshot
Latest Year
2025
2025 Participants
213
2025 Assets
$10,324,932
2025 Contributions
$2,019,873
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 213 | $0 | $0 | - |
| Utility Tri-State Inc Welfare Plan | - | 213 | - | - | - |
| 2024 | 2 | 207 | $10,324,932 | $2,019,873 | $9,758iApproximate average salary by contribution assumption: employee only about $243,946 at 4% or $162,631 at 6%; with 50% employer match about $162,631 at 4% or $108,420 at 6%; with 100% employer match about $121,973 at 4% or $81,315 at 6%. |
| Utility Tri-State 401(K) Plan | - | 201 | $10,324,932 | $2,019,873 | $10,049iApproximate average salary by contribution assumption: employee only about $251,228 at 4% or $167,485 at 6%; with 50% employer match about $167,485 at 4% or $111,657 at 6%; with 100% employer match about $125,614 at 4% or $83,743 at 6%. |
| Utility Tri-State Inc Welfare Plan | - | 207 | - | - | - |
| 2023 | 8 | 213 | $7,682,885 | $2,041,770 | $9,586iApproximate average salary by contribution assumption: employee only about $239,644 at 4% or $159,763 at 6%; with 50% employer match about $159,763 at 4% or $106,509 at 6%; with 100% employer match about $119,822 at 4% or $79,881 at 6%. |
| Utility Tri-State 401(K) Plan | - | 211 | $7,682,885 | $2,041,770 | $9,677iApproximate average salary by contribution assumption: employee only about $241,916 at 4% or $161,277 at 6%; with 50% employer match about $161,277 at 4% or $107,518 at 6%; with 100% employer match about $120,958 at 4% or $80,639 at 6%. |
| Utility Tri-State Inc Welfare Plan | - | 127 | - | - | - |
| Utility Tri-State Inc. Dental Plan | - | 113 | - | - | - |
| Utility Tri-State Inc. Vision Plan | - | 111 | - | - | - |
| Utility Tri-State Inc. Life Plan | - | 161 | - | - | - |
| Utility Tri-State Inc. Ltd Plan | - | 161 | - | - | - |
| Utility Tri-State Inc. Std Plan | - | 161 | - | - | - |
| Utility Tri-State Inc Welfare Plan | - | 213 | - | - | - |
| 2022 | 2 | 183 | $4,783,572 | $1,801,505 | $9,844iApproximate average salary by contribution assumption: employee only about $246,107 at 4% or $164,071 at 6%; with 50% employer match about $164,071 at 4% or $109,381 at 6%; with 100% employer match about $123,054 at 4% or $82,036 at 6%. |
| Utility Tri-State 401(K) Plan | - | 174 | $4,783,572 | $1,801,505 | $10,353iApproximate average salary by contribution assumption: employee only about $258,837 at 4% or $172,558 at 6%; with 50% employer match about $172,558 at 4% or $115,039 at 6%; with 100% employer match about $129,418 at 4% or $86,279 at 6%. |
| Utility Tri-State Inc Welfare Plan | - | 183 | - | - | - |
| 2021 | 7 | 132 | $4,144,198 | $827,929 | $6,272iApproximate average salary by contribution assumption: employee only about $156,805 at 4% or $104,536 at 6%; with 50% employer match about $104,536 at 4% or $69,691 at 6%; with 100% employer match about $78,402 at 4% or $52,268 at 6%. |
| Utility Tri-State 401(K) Plan | - | 132 | $4,144,198 | $827,929 | $6,272iApproximate average salary by contribution assumption: employee only about $156,805 at 4% or $104,536 at 6%; with 50% employer match about $104,536 at 4% or $69,691 at 6%; with 100% employer match about $78,402 at 4% or $52,268 at 6%. |
| Utility Tri-State Inc Welfare Plan | - | 129 | - | - | - |
| Utility Tri-State Inc. Dental Plan | - | 0 | - | - | - |
| Utility Tri-State Inc. Vision Plan | - | 0 | - | - | - |
| Utility Tri-State Inc. Life Plan | - | 0 | - | - | - |
| Utility Tri-State Inc. Ltd Plan | - | 0 | - | - | - |
| Utility Tri-State Inc. Std Plan | - | 0 | - | - | - |
| 2020 | 1 | 143 | $2,921,232 | $715,979 | $5,007iApproximate average salary by contribution assumption: employee only about $125,171 at 4% or $83,447 at 6%; with 50% employer match about $83,447 at 4% or $55,632 at 6%; with 100% employer match about $62,586 at 4% or $41,724 at 6%. |
| Utility Tri-State 401(K) Plan | - | 143 | $2,921,232 | $715,979 | $5,007iApproximate average salary by contribution assumption: employee only about $125,171 at 4% or $83,447 at 6%; with 50% employer match about $83,447 at 4% or $55,632 at 6%; with 100% employer match about $62,586 at 4% or $41,724 at 6%. |
| 2019 | 1 | 137 | $1,873,368 | $681,772 | $4,976iApproximate average salary by contribution assumption: employee only about $124,411 at 4% or $82,941 at 6%; with 50% employer match about $82,941 at 4% or $55,294 at 6%; with 100% employer match about $62,205 at 4% or $41,470 at 6%. |
| Utility Tri-State 401(K) Plan | - | 137 | $1,873,368 | $681,772 | $4,976iApproximate average salary by contribution assumption: employee only about $124,411 at 4% or $82,941 at 6%; with 50% employer match about $82,941 at 4% or $55,294 at 6%; with 100% employer match about $62,205 at 4% or $41,470 at 6%. |
| 2018 | 1 | 87 | $933,497 | $566,048 | $6,506iApproximate average salary by contribution assumption: employee only about $162,657 at 4% or $108,438 at 6%; with 50% employer match about $108,438 at 4% or $72,292 at 6%; with 100% employer match about $81,329 at 4% or $54,219 at 6%. |
| Utility Tri-State 401(K) Plan | - | 87 | $933,497 | $566,048 | $6,506iApproximate average salary by contribution assumption: employee only about $162,657 at 4% or $108,438 at 6%; with 50% employer match about $108,438 at 4% or $72,292 at 6%; with 100% employer match about $81,329 at 4% or $54,219 at 6%. |
| 2017 | 1 | 72 | $512,851 | $429,958 | $5,972iApproximate average salary by contribution assumption: employee only about $149,291 at 4% or $99,527 at 6%; with 50% employer match about $99,527 at 4% or $66,352 at 6%; with 100% employer match about $74,645 at 4% or $49,764 at 6%. |
| Utility Tri-State 401(K) Plan | - | 72 | $512,851 | $429,958 | $5,972iApproximate average salary by contribution assumption: employee only about $149,291 at 4% or $99,527 at 6%; with 50% employer match about $99,527 at 4% or $66,352 at 6%; with 100% employer match about $74,645 at 4% or $49,764 at 6%. |
| 2016 | 1 | 55 | $122,049 | $120,390 | $2,189iApproximate average salary by contribution assumption: employee only about $54,723 at 4% or $36,482 at 6%; with 50% employer match about $36,482 at 4% or $24,321 at 6%; with 100% employer match about $27,361 at 4% or $18,241 at 6%. |
| Utility Tri-State 401(K) Plan | - | 55 | $122,049 | $120,390 | $2,189iApproximate average salary by contribution assumption: employee only about $54,723 at 4% or $36,482 at 6%; with 50% employer match about $36,482 at 4% or $24,321 at 6%; with 100% employer match about $27,361 at 4% or $18,241 at 6%. |