401(k) · DOL Form 5500 · 2023

Sooner Southwest Bankshares, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
110
Participants Small participant base
60th
Percentile by assets National rank
$97,695
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

$11M in assets, 110 participants

Sooner Southwest Bankshares, Inc.'s Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan reported $11M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,982 in Finance & Insurance (8,869 peers)

Coverage in Oklahoma

Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan covers 110 participants in Oklahoma, about 14% of the average Oklahoma filer (state average ~760 per filing). Assets: $11M.

#3,982
in Finance & Insurance (8,869 peers)
+15.0%
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 2023 · DOL Form 5500

$10,746,398 Top 40% higher than 60% 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. 401(k) Profit Sharing 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. Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan reported net income rose from $411K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan reported participants fell from 118 in the plan year 2022 filing to 110 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 · 401(k)

Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan · $11M · 110 · 60th

  • PCT $11M
  • PCT 110
  • PCT 60th
  • PCT 401(k)
  • PCT near Power Sales & Advertising, Inc. 401(k) Plan
  • PCT ind #3982

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,…$11MPower Sales & Advertising, Inc. 401(k) PlanPower Sales & Advertising, I…$11MPioneer 401(k) Plan$11MValley Health Services, Inc. Employee Savings and Protection PlanValley Health Services, Inc.…$11MFrenchman's Creek, Inc. 401(k) PlanFrenchman's Creek, Inc. 401(…$11M
End-of-year total assets ($M) among Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$1M
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 -1012345 Total assets ($B) Participants Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.010746398 · Participants: 110Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings 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 Power Sales & Advertising, Inc. 401(k) Plan in KS ($11M); by covered participants it is Cms Corporation 401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (110 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. 401(k) Profit Sharing Plan assets move in 2023? ▼
Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 15.0% during 2023, from $9M to $11M. Reported net income was $1M.
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 Power Sales & Advertising, Inc. 401(k) Plan in KS ($11M, 149 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 Cms Corporation 401(k) Plan in OH (110 participants, N/A 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.