ESOP · DOL Form 5500 · 2022

Sooner Southwest Bankshares, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
89
Participants Small participant base
49th
Percentile by assets National rank
$51,761
Avg per participant Low balance/head
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Official DOL plan name: Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan · Sponsored by Sooner Southwest Bankshares, Inc. · Oklahoma · Finance & Insurance

$5M in assets, 89 participants

Sooner Southwest Bankshares, Inc.'s Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan reported $5M in total assets and 89 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,146 in Finance & Insurance (9,261 peers)

Sooner Southwest Bankshares, Inc. multi-year trail

Sooner Southwest Bankshares, Inc.'s plans moved +30.7% in assets from 2022 to 2024; this filing shows Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan at $5M / 89 participants.

#3,146
in Finance & Insurance (9,261 peers)
+5.0%
assets growth YoY

Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,606,772 49th percentile higher than 49% 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

Sooner Southwest Bankshares, Inc. Employee Stock Ownership 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. Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan is a small filing (89 participants) on this national headcount ladder.

DOL schedule card

Filing strip 731492372 · Sooner Southwest Bankshares, Inc. PY 2022 · ESOP

Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan · $5M · 89 · 49th

  • BOY $5M
  • SCH 89
  • EBSA 49th
  • PART ESOP
  • TYPE near Golden State Contract Flooring, Inc. Employee Stock Ownership Plan and Trust
  • NET ind #3146

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 What is an ESOP? → · Plans in Oklahoma →

Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sooner Southwest Bankshares, Inc. Employee Stock Ownership PlanSooner Southwest Bankshares,…$5MGolden State Contract Flooring, Inc. Employee Stock Ownership Plan and TrustGolden State Contract Floori…$5MJackson's Hardware, Inc. Employee Stock Ownership PlanJackson's Hardware, Inc. Emp…$5MApplied Controls, Inc. Employee Stock Ownership PlanApplied Controls, Inc. Emplo…$5MMoscow Bancshares, Inc. Employee Stock Ownership PlanMoscow Bancshares, Inc. Empl…$5M
End-of-year total assets ($M) among Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Sooner Southwest Bankshares, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sooner Southwest Bankshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 30.663269292106122% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14M $18.2M ▲ +30.7%
Year Plans Participants Total Assets
2022 2 207 $14M
2023 2 209 $16M
2024 2 214 $18M

Sooner Southwest Bankshares, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$219K
Employer EIN731492372
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oklahoma

Peer ESOP plans, same state, same plan type, ranked by total assets.

Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan, Total assets ($M): 4.606772 · Participants: 89Sooner Southwest Bankshares, Inc. Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 291.322334 · Participants: 1040Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 182.341963 · Participants: 54International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 154.102941 · Participants: 1249Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 135.954713 · Participants: 1676Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 113.864596 · Participants: 124Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is Golden State Contract Flooring, Inc. Employee Stock Ownership Plan and Trust in CA ($5M); by covered participants it is Twin Mro Employee Stock Ownership Plan in CT (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan edged up modestly - up 5.0% during 2022, from $4M to $5M. Reported net income was $219K.
How have Sooner Southwest Bankshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sooner Southwest Bankshares, Inc.'s sponsor-wide assets grew 30.7%, from $14M to $18M.
Which ESOP plans are similar in size to Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Golden State Contract Flooring, Inc. Employee Stock Ownership Plan and Trust in CA ($5M, 19 participants).
Which ESOP plans cover a similar participant headcount to Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Twin Mro Employee Stock Ownership Plan in CT (89 participants, $50M 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 731492372.

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.