401(k) · DOL Form 5500 · 2022

American Heritage Bank 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
267
Participants Below avg headcount
77th
Percentile by assets National rank
$71,372
Avg per participant Below avg balance/head
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Official DOL plan name: American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by American Heritage Bank · Oklahoma · Finance & Insurance

$19M in assets, 267 participants

American Heritage Bank's American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust reported $19M in total assets and 267 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.

  • #5,830 in Finance & Insurance (9,261 peers)

Coverage in Oklahoma

American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust covers 267 participants in Oklahoma, about 35% of the average Oklahoma filer (state average ~760 per filing). Assets: $19M.

#5,830
in Finance & Insurance (9,261 peers)
-16.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$19,056,322 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

American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust 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. American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (267 participants).

DOL schedule card

Filing strip 730126720 · American Heritage Bank PY 2022 · 401(k)

American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust · $19M · 267 · 77th

  • NET $19M
  • NET 267
  • NET 77th
  • NET 401(k)
  • NET near Murata Savings Plan
  • NET ind #5830

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 →

American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

American Bancorporation, Inc. 401(k) Profit Sharing Plan & TrustAmerican Bancorporation, Inc…$19MMurata Savings Plan$19MChancelight Inc 401(k) Profit Sharing Plan & TrustChancelight Inc 401(k) Profi…$19MUfcw-Employers Benefit Plans Group Administration LLC Safe Harbor 401(k) PlanUfcw-Employers Benefit Plans…$19MErrg, Inc 401(k) Retirement PlanErrg, Inc 401(k) Retirement …$19M
End-of-year total assets ($M) among American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$19M
Net Income-$4M
Employer EIN730126720
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Heritage Bank)

Sponsor-wide plan assets over time

All American Heritage Bank plans reported in each filing year

Latest sponsor-wide plan assets
$22M 12.159749347166677% vs 2022
2024 filing year
$22M$23M$24M$25M$26M 202220232024 $25.5M $22.4M ▼ -12.2%
Year Plans Participants Total Assets
2022 2 308 $25M
2023 2 304 $23M
2024 1 268 $22M

Nearby 401(k) Plans in Oklahoma

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

American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.019056322 · Participants: 267American Bancorporation, Inc. 401(k) Profit Sharing Plan & TrustQuiktrip 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
American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Murata Savings Plan in MA ($19M); by covered participants it is Amazing Grace Personal Care Services 401(k) Profit Sharing Plan and Trust in NM (267 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (267 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 American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust declined sharply - down 16.5% during 2022, from $23M to $19M. Reported net income was -$4M.
How have American Heritage Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Heritage Bank's sponsor-wide assets declined 12.2%, from $25M to $22M.
Where does American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust 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 401(k) plans are similar in size to American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Murata Savings Plan in MA ($19M, 97 participants).
Which 401(k) plans cover a similar participant headcount to American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Amazing Grace Personal Care Services 401(k) Profit Sharing Plan and Trust in NM (267 participants, $67K 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 730126720.

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.