ESOP · DOL Form 5500 · 2023

Sooner Southwest Bankshares, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
99
Participants Small participant base
43rd
Percentile by assets National rank
$48,397
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan · Sponsored by Sooner Southwest Bankshares, Inc. · Oklahoma · Finance & Insurance

$5M in assets, 99 participants

Sooner Southwest Bankshares, Inc.'s Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan reported $5M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,717 in Finance & Insurance (8,869 peers)

Sooner Southwest Bankshares, Inc. multi-year trail

Sooner Southwest Bankshares, Inc.'s plans moved +30.7% in assets from 2022 to 2024; this filing shows Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan at $5M / 99 participants.

#2,717
in Finance & Insurance (8,869 peers)
+4.0%
assets growth YoY

Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,791,275 43rd percentile higher than 43% of 127,068 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 2023

Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan reported net income fell from $219K in the plan year 2022 filing to $185K in the plan year 2023 filing.
  • Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan reported participants rose from 89 in the plan year 2022 filing to 99 in the plan year 2023 filing.
  • Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 731492372 · Sooner Southwest Bankshares, Inc. PY 2023 · ESOP

Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan · $5M · 99 · 43rd

  • PHOTO $5M
  • PHOTO 99
  • PHOTO 43rd
  • PHOTO ESOP
  • PHOTO near Richwood Meat Company, Inc. Employee Stock Ownership Plan
  • PHOTO ind #2717

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 What is an ESOP? → · Plans in Oklahoma →

Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Moscow Bancshares, Inc. Employee Stock Ownership PlanMoscow Bancshares, Inc. Empl…$5MNec. Inc. Employee Stock Ownership PlanNec. Inc. Employee Stock Own…$5MSooner Southwest Bankshares, Inc. Employee Stock Ownership PlanSooner Southwest Bankshares,…$5MRichwood Meat Company, Inc. Employee Stock Ownership PlanRichwood Meat Company, Inc. …$5MQuantum Controls, Inc. Employee Stock Ownership PlanQuantum Controls, Inc. Emplo…$5M
End-of-year total assets ($M) among Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Sooner Southwest Bankshares, Inc. multi-year asset trail

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

Sooner Southwest Bankshares, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$185K
Employer EIN731492372
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oklahoma

Peer ESOP plans, same state, same plan type, ranked by total assets.

Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan, Total assets ($M): 4.791275 · Participants: 99Sooner Southwest Bankshares, Inc. Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 310.564256 · Participants: 1300Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 232.047343 · Participants: 62International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 155.427941 · Participants: 1305Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 147.218916 · Participants: 1631Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.222563 · Participants: 132Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is Richwood Meat Company, Inc. Employee Stock Ownership Plan in CA ($5M); by covered participants it is First National Bank of Bemidji Employee Stock Ownership Plan and Trust in MN (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan edged up modestly - up 4.0% during 2023, from $5M to $5M. Reported net income was $185K.
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 ESOP plans are similar in size to Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Richwood Meat Company, Inc. Employee Stock Ownership Plan in CA ($5M, 82 participants).
Which ESOP plans cover a similar participant headcount to Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First National Bank of Bemidji Employee Stock Ownership Plan and Trust in MN (99 participants, $30M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.