401(k) · DOL Form 5500 · 2022

The First National Bank and Trust Company of Broke 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
36
Participants Small participant base
38th
Percentile by assets National rank
$71,620
Avg per participant Below avg balance/head
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Official DOL plan name: The First National Bank and Trust Company of Broken Arrow 401(k) Plan · Sponsored by The First National Bank and Trust Company of Broke · Oklahoma · Finance & Insurance

$3M in assets, 36 participants

The First National Bank and Trust Company of Broke's The First National Bank and Trust Company of Broken Arrow 401(k) Plan reported $3M in total assets and 36 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,358 in Finance & Insurance (9,261 peers)

The First National Bank and Trust Company of Broke multi-year trail

The First National Bank and Trust Company of Broke's plans moved +31.0% in assets from 2022 to 2024; this filing shows The First National Bank and Trust Company of Broken Arrow 401(k) Plan at $3M / 36 participants.

#2,358
in Finance & Insurance (9,261 peers)
-7.7%
assets change YoY

The plan reported a net loss of $214K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The First National Bank and Trust Company of Broken Arrow 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

The First National Bank and Trust Company of Broken Arrow 401(k) Plan vs every filed plan by assets

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

$2,578,337 38th percentile higher than 38% 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

The First National Bank and Trust Company of Broken Arrow 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. The First National Bank and Trust Company of Broken Arrow 401(k) Plan is a small filing (36 participants) on this national headcount ladder.

DOL schedule card

Filing strip 730160957 · The First National Bank and Trust Company of Broke PY 2022 · 401(k)

The First National Bank and Trust Company of Broken Arrow 401(k) Plan · $3M · 36 · 38th

  • ASSETS $3M
  • PCT 36
  • EIN 38th
  • RANK 401(k)
  • PHOTO near Boatner & Pugh, LLC 401(k) and Profit Sharing Plan
  • IND ind #2358

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 →

The First National Bank and Trust Company of Broken Arrow 401(k) Plan in the asset neighbourhood

The First National Bank and Trust Company of Broken Arrow 401(k) PlanThe First National Bank and …$3MBoatner & Pugh, LLC 401(k) and Profit Sharing PlanBoatner & Pugh, LLC 401(k) a…$3MCity First Mortgage Services Retirement PlanCity First Mortgage Services…$3MD & H Company 401(k) Plan$3MGotechnow 401(k) Plan$3M
End-of-year total assets ($M) among The First National Bank and Trust Company of Broken Arrow 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

The First National Bank and Trust Company of Broke multi-year asset trail

Sponsor-wide plan assets over time

All The First National Bank and Trust Company of Broke plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.035586116167124% vs 2022
2024 filing year
$2.5M$3M$3.5M 202220232024 $2.58M $3.38M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 36 $3M
2023 1 37 $3M
2024 1 36 $3M

The First National Bank and Trust Company of Broke filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$214K
Employer EIN730160957
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

The First National Bank and Trust Company of Broken Arrow 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants The First National Bank and Trust Company of Broken Arrow 401(k) Plan, Total assets ($B): 0.002578337 · Participants: 36The First National Bank and Trust Company of Broken Arrow 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
The First National Bank and Trust Company of Broken Arrow 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare The First National Bank and Trust Company of Broken Arrow 401(k) Plan side-by-side with 3 peers →

The First National Bank and Trust Company of Broken Arrow 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Boatner & Pugh, LLC 401(k) and Profit Sharing Plan in AL ($3M); by covered participants it is Zimmm, Inc. 401(k) Plan in TN (36 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (36 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 The First National Bank and Trust Company of Broken Arrow 401(k) Plan assets move in 2022? ▼
The First National Bank and Trust Company of Broken Arrow 401(k) Plan pulled back noticeably - down 7.7% during 2022, from $3M to $3M. Reported net income was -$214K.
How have The First National Bank and Trust Company of Broke plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The First National Bank and Trust Company of Broke's sponsor-wide assets grew 31.0%, from $3M to $3M.
Which 401(k) plans are similar in size to The First National Bank and Trust Company of Broken Arrow 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boatner & Pugh, LLC 401(k) and Profit Sharing Plan in AL ($3M, 28 participants).
Which 401(k) plans cover a similar participant headcount to The First National Bank and Trust Company of Broken Arrow 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Zimmm, Inc. 401(k) Plan in TN (36 participants, $417K 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 730160957.

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.