Oil States International, Inc. 401(k) Review & Grade
Oil States International, Inc. Retirement Plan
Houston, TXMining, Oil & Gas1,794 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$3,162Employer $ per active participant
$5,282Employee $ saved per active participant
0.05%Direct admin cost, % of plan assets
$252.8MNet plan assets, end of year
$98,032Average balance per account
Score breakdown
- Employer generosity17.2 / 5034th percentile for employer $ per participant
- Low cost21.4 / 2586th percentile for low admin cost vs. same-size plans
- Employee saving4.5 / 1530th percentile for employee $ per participant
- Plan features3 / 10Default investment
- Red-flag deductions-10 pts1 issue reported on the filing
Total score36 / 100 · Grade D
This plan vs. peers
Peers: Mining, Oil & Gas plans with 500–2,499 active participants (129 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 34th |
| Lower admin cost | 86th |
| Employee saving | 30th |
| Peers that auto-enroll | 60% |
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Red flags from the filing
Benefits not paid when due: the plan reported failing to pay some benefits on time.
What to do if you're in this plan
- Oil States International put in about $3,162 per active participant, below the typical peer ($4,357). Any match is still an instant return, so contribute enough to get all of it.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $5,671,903 |
| Participant (employee) contributions | $9,476,753 |
| Other contributions (incl. rollovers in) | $1,033,795 |
| Administrative expenses paid from the plan | $132,583 |
| Contract administrator fees | $600 |
| Investment advisory & management fees | $86,518 |
| Benefits paid out | $30,224,501 |
| Net assets, start / end of year | $231.6M / $252.8M |
| Active participants, start / end of year | 1,975 / 1,613 |
| Participants with account balances | 2,579 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | The CJ CPA Group, PLLC |
Largest service providers (Schedule C)
| Strategic Advisors, Inc. | $86,518 reported compensation |
| Fidelity Investments Institutional | $33,275 reported compensation |
| Cornwell Jackson | $12,790 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251014140658NAL0004193280001, received 2025-10-14, EIN 76-0476605, plan #008, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.