Defined Benefit (Pension) · DOL Form 5500 · 2022

American Heritage Bank Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
41
Participants Small participant base
56th
Percentile by assets National rank
$156,715
Avg per participant Above avg balance/head
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Official DOL plan name: American Heritage Bank Pension Plan · Sponsored by American Heritage Bank · Oklahoma · Finance & Insurance

$6M in assets, 41 participants

American Heritage Bank's American Heritage Bank Pension Plan reported $6M in total assets and 41 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,651 in Finance & Insurance (9,261 peers)

American Heritage Bank multi-year trail

American Heritage Bank's plans moved -12.2% in assets from 2022 to 2024; this filing shows American Heritage Bank Pension Plan at $6M / 41 participants.

#3,651
in Finance & Insurance (9,261 peers)
-17.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Heritage Bank Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

American Heritage Bank Pension Plan vs every filed plan by assets

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

$6,425,297 Top 44% higher than 56% 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 Heritage Bank Pension 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. American Heritage Bank Pension Plan is a small filing (41 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 730126720 · American Heritage Bank PY 2022 · Defined Benefit (Pension)

American Heritage Bank Pension Plan · $6M · 41 · 56th

  • EIN $6M
  • RANK 41
  • PHOTO 56th
  • IND Defined Benefit (Pension)
  • EOY near Smc Global Holdings, Inc. Retirement Income Plan B
  • 5500 ind #3651

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 Heritage Bank Pension Plan in the asset neighbourhood

Texas Heart Institute Retirement PlanTexas Heart Institute Retire…$6MChevron-Sup Marine Pension PlanChevron-Sup Marine Pension P…$6MAmerican Heritage Bank Pension PlanAmerican Heritage Bank Pensi…$6MSmc Global Holdings, Inc. Retirement Income Plan BSmc Global Holdings, Inc. Re…$6MGrain Processing Corporation Bargaining Unit Pension PlanGrain Processing Corporation…$6M
End-of-year total assets ($M) among American Heritage Bank Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

American Heritage Bank multi-year asset trail

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

American Heritage Bank filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN730126720
Plan Effective Date1960-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Oklahoma

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

American Heritage Bank 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 ($B) Participants American Heritage Bank Pension Plan, Total assets ($B): 0.006425297 · Participants: 41American Heritage Bank 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
American Heritage Bank Pension Plan vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants
Compare American Heritage Bank Pension Plan side-by-side with 3 peers →

American Heritage Bank Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oklahoma, the nearest Defined Benefit (Pension) by assets is Smc Global Holdings, Inc. Retirement Income Plan B in PA ($6M); by covered participants it is Idaho Arthritis Center Cash Balance Plan in ID (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Heritage Bank Pension Plan assets move in 2022? ▼
American Heritage Bank Pension Plan declined sharply - down 17.4% during 2022, from $8M to $6M. Reported net income was -$1M.
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.
Which Defined Benefit (Pension) plans are similar in size to American Heritage Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Smc Global Holdings, Inc. Retirement Income Plan B in PA ($6M, 15 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to American Heritage Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Idaho Arthritis Center Cash Balance Plan in ID (41 participants, N/A 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.