401(k) · DOL Form 5500 · 2022

The First National Bank and Trust Co., Chickasha 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
161
Participants Small participant base
85th
Percentile by assets National rank
$222,917
Avg per participant Above avg balance/head
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Official DOL plan name: The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan · Sponsored by The First National Bank and Trust Co., Chickasha · Oklahoma · Finance & Insurance

$36M in assets, 161 participants

The First National Bank and Trust Co., Chickasha's The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan reported $36M in total assets and 161 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,002 in Finance & Insurance (9,261 peers)

Coverage in Oklahoma

The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan covers 161 participants in Oklahoma, about 21% of the average Oklahoma filer (state average ~760 per filing). Assets: $36M.

#7,002
in Finance & Insurance (9,261 peers)
-7.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan's outsized position by total assets

The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan vs every filed plan by assets

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

$35,889,599 Top 15% higher than 85% 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

The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership 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. The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan sits mid-pack in the medium band (161 participants).

EBSA filing schedule strip

Filing strip 730181535 · The First National Bank and Trust Co., Chickasha PY 2022 · 401(k)

The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan · $36M · 161 · 85th

  • BOOK $36M
  • VS-ST 161
  • BOY 85th
  • SCH 401(k)
  • EBSA near Sharing Network Management Company Savings and Investment Plan
  • PART ind #7002

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 →

The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan in the asset neighbourhood

The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership PlanThe First National Bank and …$36MSharing Network Management Company Savings and Investment PlanSharing Network Management C…$36MSampson Construction Co. , Inc. 401(k) Profit Sharing Plan & TrustSampson Construction Co. , I…$36MFirst State Bank 401(k) Profit Sharing and Employee Stock Ownership PlanFirst State Bank 401(k) Prof…$36MSecure-24 Retirement Plan$36M
End-of-year total assets ($M) among The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$27M
Net Income-$1M
Employer EIN730181535
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The First National Bank and Trust Co., Chickasha)

Sponsor-wide plan assets over time

All The First National Bank and Trust Co., Chickasha plans reported in each filing year

Latest sponsor-wide plan assets
$37M 2.8976723869219048% vs 2022
2024 filing year
$35M$36M$37M$38M 202220232024 $35.9M $36.9M ▲ +2.9%
Year Plans Participants Total Assets
2022 1 161 $36M
2023 1 164 $35M
2024 1 161 $37M

Nearby 401(k) Plans in Oklahoma

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

The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan, Total assets ($B): 0.035889599 · Participants: 161The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership PlanQuiktrip 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
The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan side-by-side with 3 peers →

The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Sharing Network Management Company Savings and Investment Plan in NJ ($36M); by covered participants it is Bartley Healthcare, Inc. 401(k) Plan in NJ (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan assets move in 2022? ▼
The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan pulled back noticeably - down 7.6% during 2022, from $39M to $36M. Reported net income was -$1M.
How have The First National Bank and Trust Co., Chickasha plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The First National Bank and Trust Co., Chickasha's sponsor-wide assets grew 2.9%, from $36M to $37M.
Where does The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan ranks in the 85th 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 The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sharing Network Management Company Savings and Investment Plan in NJ ($36M, 190 participants).
Which 401(k) plans cover a similar participant headcount to The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bartley Healthcare, Inc. 401(k) Plan in NJ (161 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 730181535.

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.