401(k) · DOL Form 5500 · 2023
Bokf, NA 401(k) Plan
Data updated 2026-08-25
- $1.0B
- Total assets Very large vs avg
- 4,766
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $219,927
- Avg per participant Above avg balance/head
Official DOL plan name: Bok Financial 401(k) Plan · Sponsored by Bokf, NA · Oklahoma · Finance & Insurance
$1.0B in assets, 4,766 participants
Bokf, NA's Bok Financial 401(k) Plan reported $1.0B in total assets and 4,766 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #8,652 in Finance & Insurance (8,869 peers)
Coverage in Oklahoma
Bok Financial 401(k) Plan covers 4,766 participants in Oklahoma, 6.3x the typical Oklahoma plan (state average ~760 per filing). Assets: $1.0B.
- #8,652
- in Finance & Insurance (8,869 peers)
- +14.3%
- assets growth YoY
- 11×
- vs typical plan assets (national mean)
Bok Financial 401(k) Plan's outsized position by total assets
Bok Financial 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,048,169,756 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bok Financial 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bok Financial 401(k) Plan lands in the large band (4,766 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bok Financial 401(k) Plan reported net income rose from -$155M in the plan year 2022 filing to $128M in the plan year 2023 filing.
- Bok Financial 401(k) Plan end-of-year assets rose from $917M in the plan year 2022 filing to $1.0B in the plan year 2023 filing.
- Bok Financial 401(k) Plan reported participants rose from 4,683 in the plan year 2022 filing to 4,766 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 730780382 · Bokf, NA PY 2023 · 401(k)
Bok Financial 401(k) Plan · $1.0B · 4,766 · 99th
- TYPE $1.0B
- NET 4,766
- BOOK 99th
- VS-ST 401(k)
- BOY near Idexx Retirement and Incentive Savings Plan
- SCH ind #8652
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 →
Bok Financial 401(k) Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $917M |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | $128M |
| Employer EIN | 730780382 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bokf, NA)
Sponsor-wide plan assets over time
All Bokf, NA plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 27.111376929680702% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,195 | $936M |
| 2023 | 1 | 4,766 | $1.0B |
| 2024 | 1 | 4,907 | $1.2B |
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
- Devon Energy Corporation Incentive Savings Plan $933M · 1,858
- Saint Francis Health System, Inc. 401(k) Savings P $867M · 10,134
Bok Financial 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Idexx Retirement and Incentive Savings Plan in ME ($1.0B); by covered participants it is Wurth 401(k) Plan in NJ (4,766 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.0B here).
- Idexx Retirement and Incentive Savings Plan (ME) $1.0B · 6,594
- Hologic, Inc. Savings and Investment Plan (MA) $1.0B · 4,243
- Blue Cross and Blue Shield of Massachusetts, Inc. Employee Savings Plan (MA) $1.0B · 4,026
- Southeastern Freight Lines Retirement Savings Program (SC) $1.0B · 8,710
Similar participant headcount
Nearest other-state filings by covered participants (4,766 participants); asset peers above are excluded.
- Wurth 401(k) Plan (NJ) 4,766 · 0 off
- IBEW Local No. 716 Retirement Plan (TX) 4,760 · 6 off
- Roush 401(k) Profit Sharing Plan (MI) 4,759 · 7 off
- Tkc Holdings, Inc. Retirement Plan (MO) 4,773 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.