Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Aaon, Inc. Savings And Investment Plan is a benefit plan reported by Aaon, Inc. under EIN 73-1328149 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,796 participants and $311,662,210 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $311,662,210
- Total liabilities (EOY)
- $118,760
- Net assets (EOY)
- $311,543,450
- Net assets (BOY)
- $224,829,117
Income & contributions
- Employer contributions
- $17,215,304
- Participant contributions
- $14,951,808
- Total contributions
- $32,641,466
- Total income / additions
- $110,869,910
Expenses & distributions
- Benefits paid
- $23,814,689
- Administrative expenses
- $338,672
- Total expenses
- $24,155,577
- Net increase / (decrease)
- $86,714,333