401(k) · DOL Form 5500 · 2023
Allfirst, LLC 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 365
- Participants Below avg headcount
Official DOL plan name: Allfirst, LLC 401(k) Plan · Sponsored by Allfirst, LLC · Oklahoma · Real Estate
N/A in assets, 365 participants
Allfirst, LLC's Allfirst, LLC 401(k) Plan reported N/A in total assets and 365 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Oklahoma
Allfirst, LLC 401(k) Plan covers 365 participants in Oklahoma, about 48% of the average Oklahoma filer (state average ~760 per filing). Assets: N/A.
- -$11M
- reported net income
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Allfirst, LLC 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allfirst, LLC 401(k) Plan sits mid-pack in the medium band (365 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Allfirst, LLC 401(k) Plan reported net income fell from -$2M in the plan year 2022 filing to -$11M in the plan year 2023 filing.
- Allfirst, LLC 401(k) Plan reported participants fell from 376 in the plan year 2022 filing to 365 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 871273769 · Allfirst, LLC PY 2023 · 401(k)
Allfirst, LLC 401(k) Plan · N/A · 365
- PHOTO N/A
- PHOTO 365
- PHOTO PY 2023
- PHOTO 401(k)
- PHOTO near Steven Douglas Associates LLC 401(k) Profit Sharing Plan
- PHOTO -$11M
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 Real Estate retirement plans → · Plans in Oklahoma →
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$11M |
| Employer EIN | 871273769 |
| Plan Effective Date | 1992-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Allfirst, LLC)
Sponsor-wide plan assets over time
All Allfirst, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 376 | $11M |
| 2023 | 1 | 365 | N/A |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.2B · 11,746
- The Williams Investment Plus Plan $1.7B · 5,041
- Oneok, Inc. 401(k) Plan $1.2B · 2,965
- Bok Financial 401(k) Plan $1.0B · 4,766
- Devon Energy Corporation Incentive Savings Plan $933M · 1,858
Allfirst, LLC 401(k) Plan's closest out-of-state 401(k) peers by headcount
Outside Oklahoma, the nearest 401(k) by covered participants is Steven Douglas Associates LLC 401(k) Profit Sharing Plan in FL (365 participants; this filing: 365 participants).
Similar participant headcount
Nearest other-state filings by covered participants (365 participants); asset peers above are excluded.
- Steven Douglas Associates LLC 401(k) Profit Sharing Plan (FL) 365 · 0 off
- Conning & Company (U.S.) Retirement Savings Plan (CT) 365 · 0 off
- Professional Engineering Consultants, P.a. 401(k) Retirement Plan (KS) 365 · 0 off
- Platte Valley Financial Service Companies Inc. Employee Stock Ownership Plan (NE) 365 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.