401(k) · DOL Form 5500 · 2022

First State Bank - Valliant 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
23
Participants Small participant base
28th
Percentile by assets National rank
$57,019
Avg per participant Low balance/head
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Official DOL plan name: First State Bank 401(k) Plan · Sponsored by First State Bank - Valliant · Oklahoma · Finance & Insurance

$1M in assets, 23 participants

First State Bank - Valliant's First State Bank 401(k) Plan reported $1M in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 28th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,739 in Finance & Insurance (9,261 peers)

First State Bank - Valliant multi-year trail

First State Bank - Valliant's plans moved +36.2% in assets from 2022 to 2024; this filing shows First State Bank 401(k) Plan at $1M / 23 participants.

#1,739
in Finance & Insurance (9,261 peers)
-1.4%
assets change YoY

The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First State Bank 401(k) Plan among the smaller filed plans by assets

First State Bank 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,311,428 28th percentile higher than 28% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

First State Bank 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First State Bank 401(k) Plan is a small filing (23 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 730237190 · First State Bank - Valliant PY 2022 · 401(k)

First State Bank 401(k) Plan · $1M · 23 · 28th

  • 5500 $1M
  • ASSETS 23
  • PCT 28th
  • EIN 401(k)
  • RANK near Streicher Construction, Inc. Retirement Plan
  • PHOTO ind #1739

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Oklahoma →

First State Bank 401(k) Plan in the asset neighbourhood

First State Bank 401(k) Plan$1MStreicher Construction, Inc. Retirement PlanStreicher Construction, Inc.…$1MDaniel Financial Management 401(k) Profit Sharing Plan & TrustDaniel Financial Management …$1MJacobson Capital, Inc. 401(k) and Profit Sharing PlanJacobson Capital, Inc. 401(k…$1MMetro Equity Management, LLC Retirement Savings PlanMetro Equity Management, LLC…$1M
End-of-year total assets ($M) among First State Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

First State Bank - Valliant multi-year asset trail

Sponsor-wide plan assets over time

All First State Bank - Valliant plans reported in each filing year

Latest sponsor-wide plan assets
$2M 36.190244527339665% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.31M $1.79M ▲ +36.6%
Year Plans Participants Total Assets
2022 1 23 $1M
2023 1 26 $1M
2024 1 25 $2M

First State Bank - Valliant filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$18K
Employer EIN730237190
Plan Effective Date1971-12-27
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

Peer 401(k) plans, same state, same plan type, ranked by total assets.

First State Bank 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants First State Bank 401(k) Plan, Total assets ($B): 0.001311428 · Participants: 23First State Bank 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
First State Bank 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare First State Bank 401(k) Plan side-by-side with 3 peers →

First State Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Streicher Construction, Inc. Retirement Plan in IN ($1M); by covered participants it is Dudley Ventures, LLC 401(k) Plan in AZ (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did First State Bank 401(k) Plan assets move in 2022? ▼
First State Bank 401(k) Plan edged down modestly - down 1.4% during 2022, from $1M to $1M. Reported net income was -$18K.
How have First State Bank - Valliant plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First State Bank - Valliant's sponsor-wide assets grew 36.2%, from $1M to $2M.
Which 401(k) plans are similar in size to First State Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Streicher Construction, Inc. Retirement Plan in IN ($1M, 22 participants).
Which 401(k) plans cover a similar participant headcount to First State Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dudley Ventures, LLC 401(k) Plan in AZ (23 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 730237190.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.