401(k) · DOL Form 5500 · 2023

FIRSTBANK 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
165
Participants Small participant base
54th
Percentile by assets National rank
$49,767
Avg per participant Low balance/head
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Official DOL plan name: Firstbank 401(k) Plan · Sponsored by FIRSTBANK · Oklahoma · Finance & Insurance

$8M in assets, 165 participants

FIRSTBANK's Firstbank 401(k) Plan reported $8M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,487 in Finance & Insurance (8,869 peers)

Coverage in Oklahoma

Firstbank 401(k) Plan covers 165 participants in Oklahoma, about 22% of the average Oklahoma filer (state average ~760 per filing). Assets: $8M.

#3,487
in Finance & Insurance (8,869 peers)
+19.9%
assets growth YoY

Firstbank 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Firstbank 401(k) Plan vs every filed plan by assets

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

$8,211,526 Top 46% higher than 54% 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

Firstbank 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. Firstbank 401(k) Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Firstbank 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Firstbank 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Firstbank 401(k) Plan reported participants rose from 153 in the plan year 2022 filing to 165 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 730241528 · FIRSTBANK PY 2023 · 401(k)

Firstbank 401(k) Plan · $8M · 165 · 54th

  • PCT $8M
  • EIN 165
  • RANK 54th
  • PHOTO 401(k)
  • IND near Homeward Bound, Inc. 403(b) Retirement Savings Plan
  • EOY ind #3487

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 →

Firstbank 401(k) Plan in the asset neighbourhood

Firstbank 401(k) Plan$8MHomeward Bound, Inc. 403(b) Retirement Savings PlanHomeward Bound, Inc. 403(b) …$8MArley Wholesale, Inc. 401(k) Profit Sharing PlanArley Wholesale, Inc. 401(k)…$8MVigyan, Inc. 401(k) Plan$8MCti 401(k) Savings Plan$8M
End-of-year total assets ($M) among Firstbank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN730241528
Plan Effective Date1995-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (FIRSTBANK)

Sponsor-wide plan assets over time

All FIRSTBANK plans reported in each filing year

Latest sponsor-wide plan assets
$9M 25.39632174173341% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.85M $8.59M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 153 $7M
2023 1 165 $8M
2024 1 180 $9M

Nearby 401(k) Plans in Oklahoma

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

Firstbank 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Firstbank 401(k) Plan, Total assets ($B): 0.008211526 · Participants: 165Firstbank 401(k) 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
Firstbank 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Firstbank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Homeward Bound, Inc. 403(b) Retirement Savings Plan in MN ($8M); by covered participants it is Fruitsmart 401(k) Plan in WA (165 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Firstbank 401(k) Plan assets move in 2023?
Firstbank 401(k) Plan grew sharply - up 19.9% during 2023, from $7M to $8M. Reported net income was $1M.
How have FIRSTBANK plan assets changed over time?
Across 3 plan years on file (2022-2024), FIRSTBANK's sponsor-wide assets grew 25.4%, from $7M to $9M.
Which 401(k) plans are similar in size to Firstbank 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Homeward Bound, Inc. 403(b) Retirement Savings Plan in MN ($8M, 275 participants).
Which 401(k) plans cover a similar participant headcount to Firstbank 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Fruitsmart 401(k) Plan in WA (165 participants, $3M in assets).