401(k) · DOL Form 5500 · 2022

Sooner Southwest Bankshares, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
118
Participants Small participant base
64th
Percentile by assets National rank
$79,196
Avg per participant Below avg balance/head
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Official DOL plan name: Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan · Sponsored by Sooner Southwest Bankshares, Inc. · Oklahoma · Finance & Insurance

$9M in assets, 118 participants

Sooner Southwest Bankshares, Inc.'s Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan reported $9M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,344 in Finance & Insurance (9,261 peers)

Coverage in Oklahoma

Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan covers 118 participants in Oklahoma, about 16% of the average Oklahoma filer (state average ~760 per filing). Assets: $9M.

#4,344
in Finance & Insurance (9,261 peers)
+8.8%
assets growth YoY

Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,345,178 Top 36% higher than 64% 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

Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing 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. Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (118 participants).

Plan-year Form 5500 strip

Filing strip 731492372 · Sooner Southwest Bankshares, Inc. PY 2022 · 401(k)

Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan · $9M · 118 · 64th

  • EBSA $9M
  • PART 118
  • TYPE 64th
  • NET 401(k)
  • BOOK near Mik Fund Solutions 401(k) Plan
  • VS-ST ind #4344

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 →

Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing PlanSooner Southwest Bankshares,…$9MMik Fund Solutions 401(k) PlanMik Fund Solutions 401(k) Pl…$9MMp Biomedicals, Inc. Retirement Savings PlanMp Biomedicals, Inc. Retirem…$9MThe Hamilton Company, Inc. 401(k) PlanThe Hamilton Company, Inc. 4…$9MBtm Company LLC Employees' 401(k) Plan and TrustBtm Company LLC Employees' 4…$9M
End-of-year total assets ($M) among Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$411K
Employer EIN731492372
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sooner Southwest Bankshares, Inc.)

Sponsor-wide plan assets over time

All Sooner Southwest Bankshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 30.663269292106122% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14M $18.2M ▲ +30.7%
Year Plans Participants Total Assets
2022 2 207 $14M
2023 2 209 $16M
2024 2 214 $18M

Nearby 401(k) Plans in Oklahoma

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

Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.009345178 · Participants: 118Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing 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
Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Mik Fund Solutions 401(k) Plan in NY ($9M); by covered participants it is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 8.8% during 2022, from $9M to $9M. Reported net income was $411K.
How have Sooner Southwest Bankshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sooner Southwest Bankshares, Inc.'s sponsor-wide assets grew 30.7%, from $14M to $18M.
Which 401(k) plans are similar in size to Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mik Fund Solutions 401(k) Plan in NY ($9M, 31 participants).
Which 401(k) plans cover a similar participant headcount to Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 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 731492372.

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.