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Original filing (PDF)20250922105540NAL0005111745001
ONEOK, INC.
Form 5500
FILING_RECEIVED
ONEOK, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
20% employer stock
Active participants
5,150
Accounts w/ balance
5,807
Plan assets (EOY)
$1.4B
Net assets (EOY)
$1.4B
How this plan invests
This plan
14 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 20% of plan in employer / sponsor stock.
Helping the score
- Below-peer total fees (0 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONEOK, INC..
Plan sponsor
Name
ONEOK, INC.
EIN
73-1520922
Address
100 WEST FIFTH STREET · TULSA, OK · 74103
Phone
(918) 588-7000
Industry
Transportation & Warehousingsee all
Plan administrator
Name
ONEOK, INC. BENEFIT PLAN ADMINISTRATION COMMITTEE
EIN
73-0998781
City
TULSA, OK
Phone
(918) 588-7000
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $39K | — |
Investments
17 direct securities · 14 pooled funds· $1.4B(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$812.6M
17 holdings
Common Collective Trust
$582.3M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ONEOK, Inc. Common Stock | — | — | — | $276.2M | 19.5% | |
| Vanguard Institutional Index Fund Mutual Fund | — | — | — | $127.9M | 9.0% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $94.2M | 6.7% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $93.1M | 6.6% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual Fund | — | — | — | $85.4M | 6.0% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $83.7M | 5.9% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $82.3M | 5.8% | |
| Vanguard Primecap Mutual Fund | — | — | — | $77.6M | 5.5% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $75.5M | 5.3% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $56.2M | 4.0% | |
| Fidelity Balanced K Mutual Fund | — | — | — | $42.5M | 3.0% | |
| William Blair International Leaders Collective Investment Fund Class A Collective Investment Trust 428 Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Money Market Mutual Fund | — | — | — | $37.5M | 2.6% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $37.0M | 2.6% | |
| Dodge & Cox Stock Fund Class X Mutual Fund | — | — | — | $33.5M | 2.4% | |
| JPMorgan Small Cap Equity Fund Class R6 Mutual Fund | — | — | — | $32.5M | 2.3% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $27.4M | 1.9% | |
| extending into 2035. | — | — | — | $21.5M | 1.5% | |
| Party-in- Identity of Issuer Including Maturity Date, Interest Borrower, Lessor Rate of Interest, Par or Current Identification or Similar Party Maturity Value Cost** Value Dodge & Cox International Stock Fund Class X Mutual Fund | — | — | — | $20.6M | 1.5% | |
| Baird Core Plus Bond Fund Institutional Shares Mutual Fund | — | — | — | $16.1M | 1.1% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $11.8M | 0.8% | |
| Vanguard Extended Market Index Fund Institutional Shares Mutual Fund | — | — | — | $10.9M | 0.8% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $9.0M | 0.6% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $8.0M | 0.6% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $7.2M | 0.5% | |
| Invesco Stable Value Trust Class B1 Collective Investment Trust | — | — | — | $7.2M | 0.5% | |
| ONE Gas Inc Stock Common Stock | — | — | — | $6.9M | 0.5% | |
| Vanguard FTSE All-World ex-US Index Fund Mutual Fund | — | — | — | $5.0M | 0.3% | |
| Fidelity Emerging Markets Index Mutual Fund | — | — | — | $3.5M | 0.2% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2.9M | 0.2% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $1.2M | <0.1% | |
| WB INTL LDRS A GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 002 | Common Collective Trust | — | — | $428K | <0.1% |
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