Defined Benefit (Pension) · DOL Form 5500 · 2022

Bokf, NA Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
512
Participants Below avg headcount
77th
Percentile by assets National rank
$37,364
Avg per participant Low balance/head
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Official DOL plan name: Bok Financial Pension Plan · Sponsored by Bokf, NA · Oklahoma · Finance & Insurance

$19M in assets, 512 participants

Bokf, NA's Bok Financial Pension Plan reported $19M in total assets and 512 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,832 in Finance & Insurance (9,261 peers)

Where Bok Financial Pension Plan sits by assets

Bok Financial Pension Plan sits in the top quartile of all filed plans by assets, $19M for 512 participants (~$37,364/participant), down 50.6% in 2022.

#5,832
in Finance & Insurance (9,261 peers)
-50.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bok Financial Pension Plan's outsized position by total assets

Bok Financial Pension Plan vs every filed plan by assets

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

$19,130,495 Top 23% higher than 77% 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

Bok Financial Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bok Financial Pension Plan sits mid-pack in the medium band (512 participants).

DOL schedule card

Filing strip 730780382 · Bokf, NA PY 2022 · Defined Benefit (Pension)

Bok Financial Pension Plan · $19M · 512 · 77th

  • ASSETS $19M
  • PCT 512
  • EIN 77th
  • RANK Defined Benefit (Pension)
  • PHOTO near The Rep. Co. Pens. Pl. for Ees Rep. by the Springfield News
  • IND ind #5832

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 →

Bok Financial Pension Plan in the asset neighbourhood

Sullivan Paper Company, Inc Defined Benefit Pension Plan and TrustSullivan Paper Company, Inc …$19MHenry Modell & Co. , Inc. Employees' Retirement PlanHenry Modell & Co. , Inc. Em…$19MThe Rep. Co. Pens. Pl. for Ees Rep. by the Springfield NewsThe Rep. Co. Pens. Pl. for E…$19MBok Financial Pension Plan$19MHunter Fan Company Pension PlanHunter Fan Company Pension P…$19M
End-of-year total assets ($M) among Bok Financial Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$19M
Net Income-$19M
Employer EIN730780382
Plan Effective Date1987-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bokf, NA)

Sponsor-wide plan assets over time

All Bokf, NA plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 27.111376929680702% vs 2022
2024 filing year
$0.9B$1B$1.1B$1.2B$1.3B 202220232024 $0.94B $1.19B ▲ +26.6%
Year Plans Participants Total Assets
2022 2 5,195 $936M
2023 1 4,766 $1.0B
2024 1 4,907 $1.2B

Nearby Defined Benefit (Pension) Plans in Oklahoma

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bok Financial Pension Plan vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Bok Financial Pension Plan, Total assets ($B): 0.019130495 · Participants: 512Bok Financial Pension PlanPipeline Industry Pension Fund, Total assets ($B): 1.395037836 · Participants: 2848Pipeline Industry Pension FundWilliams Pension Plan, Total assets ($B): 0.879100125 · Participants: 3868Williams Pension PlanOne Gas, Inc. Retirement Plan, Total assets ($B): 0.769214 · Participants: 840One Gas, Inc. Retirement PlanRetirement Plan for Employees of Devon Energy Corporation, Total assets ($B): 0.482103125 · Participants: 181Retirement Plan for Employees of Devon Energy CorporationIntegris Health, Inc. Retirement Plan a, Total assets ($B): 0.407764144 · Participants: 1297Integris Health, Inc. Retirement Plan a
Bok Financial Pension Plan vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants
Compare Bok Financial Pension Plan side-by-side with 3 peers →

Bok Financial Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oklahoma, the nearest Defined Benefit (Pension) by assets is The Rep. Co. Pens. Pl. for Ees Rep. by the Springfield News in MA ($19M); by covered participants it is Cna Retirement Plan in IL (512 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (512 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 Bok Financial Pension Plan assets move in 2022? ▼
Bok Financial Pension Plan contracted severely - down 50.6% during 2022, from $39M to $19M. Reported net income was -$19M.
How have Bokf, NA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bokf, NA's sponsor-wide assets grew 27.1%, from $936M to $1.2B.
Where does Bok Financial Pension Plan rank by assets among Form 5500 filers? ▼
Bok Financial Pension Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Bok Financial Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Rep. Co. Pens. Pl. for Ees Rep. by the Springfield News in MA ($19M, 28 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bok Financial Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cna Retirement Plan in IL (512 participants, $1.9B 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 730780382.

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.