401(k) · DOL Form 5500 · 2022

Spirit Bankcorp, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
123
Participants Small participant base
69th
Percentile by assets National rank
$99,847
Avg per participant Below avg balance/head
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Official DOL plan name: Spirit Bankcorp, Inc. 401(k) Plan and Trust · Sponsored by Spirit Bankcorp, Inc. · Oklahoma · Finance & Insurance

$12M in assets, 123 participants

Spirit Bankcorp, Inc.'s Spirit Bankcorp, Inc. 401(k) Plan and Trust reported $12M in total assets and 123 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,885 in Finance & Insurance (9,261 peers)

Coverage in Oklahoma

Spirit Bankcorp, Inc. 401(k) Plan and Trust covers 123 participants in Oklahoma, about 16% of the average Oklahoma filer (state average ~760 per filing). Assets: $12M.

#4,885
in Finance & Insurance (9,261 peers)
-13.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Spirit Bankcorp, Inc. 401(k) Plan and Trust's outsized position by total assets

Spirit Bankcorp, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$12,281,155 Top 31% higher than 69% 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

Spirit Bankcorp, Inc. 401(k) Plan and 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. Spirit Bankcorp, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (123 participants).

EBSA filing schedule strip

Filing strip 731131847 · Spirit Bankcorp, Inc. PY 2022 · 401(k)

Spirit Bankcorp, Inc. 401(k) Plan and Trust · $12M · 123 · 69th

  • EBSA $12M
  • EBSA 123
  • EBSA 69th
  • EBSA 401(k)
  • EBSA near Elvis Presley Enterprises Inc. & Affiliates 401(k) Plan
  • EBSA ind #4885

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 →

Spirit Bankcorp, Inc. 401(k) Plan and Trust in the asset neighbourhood

Spirit Bankcorp, Inc. 401(k) Plan and TrustSpirit Bankcorp, Inc. 401(k)…$12MElvis Presley Enterprises Inc. & Affiliates 401(k) PlanElvis Presley Enterprises In…$12MApplegreen US Retirement Plan$12MQuicken Inc 401(k) Plan$12MMiami Beach Community Health Center 401(k) Safe Harbor PlanMiami Beach Community Health…$12M
End-of-year total assets ($M) among Spirit Bankcorp, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN731131847
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spirit Bankcorp, Inc.)

Sponsor-wide plan assets over time

All Spirit Bankcorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 11.469483122719321% vs 2022
2024 filing year
$12M$12.5M$13M$13.5M$14M 202220232024 $12.3M $13.7M ▲ +11.5%
Year Plans Participants Total Assets
2022 1 123 $12M
2023 1 128 $13M
2024 1 123 $14M

Nearby 401(k) Plans in Oklahoma

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

Spirit Bankcorp, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Spirit Bankcorp, Inc. 401(k) Plan and Trust, Total assets ($B): 0.012281155 · Participants: 123Spirit Bankcorp, Inc. 401(k) Plan and 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
Spirit Bankcorp, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Spirit Bankcorp, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Elvis Presley Enterprises Inc. & Affiliates 401(k) Plan in TN ($12M); by covered participants it is Employment Background Investigations, Inc. 401(k) Plan in MD (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Spirit Bankcorp, Inc. 401(k) Plan and Trust assets move in 2022?
Spirit Bankcorp, Inc. 401(k) Plan and Trust pulled back noticeably - down 13.9% during 2022, from $14M to $12M. Reported net income was -$2M.
How have Spirit Bankcorp, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Spirit Bankcorp, Inc.'s sponsor-wide assets grew 11.5%, from $12M to $14M.
Which 401(k) plans are similar in size to Spirit Bankcorp, Inc. 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Elvis Presley Enterprises Inc. & Affiliates 401(k) Plan in TN ($12M, 287 participants).
Which 401(k) plans cover a similar participant headcount to Spirit Bankcorp, Inc. 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Employment Background Investigations, Inc. 401(k) Plan in MD (123 participants, N/A in assets).