401(k) · DOL Form 5500 · 2023

American Heritage Bank 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
268
Participants Below avg headcount
74th
Percentile by assets National rank
$80,176
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by American Heritage Bank · Oklahoma · Finance & Insurance

$21M in assets, 268 participants

American Heritage Bank's American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust reported $21M in total assets and 268 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,399 in Finance & Insurance (8,869 peers)

Coverage in Oklahoma

American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust covers 268 participants in Oklahoma, about 35% of the average Oklahoma filer (state average ~760 per filing). Assets: $21M.

#5,399
in Finance & Insurance (8,869 peers)
+12.8%
assets growth YoY

American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$21,487,131 Top 26% higher than 74% 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

American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust 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. American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (268 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 730126720 · American Heritage Bank PY 2023 · 401(k)

American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust · $21M · 268 · 74th

  • BOOK $21M
  • VS-ST 268
  • BOY 74th
  • SCH 401(k)
  • EBSA near Burwood Group, Inc. 401(k) Profit Sharing Plan
  • PART ind #5399

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 →

American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

American Bancorporation, Inc. 401(k) Profit Sharing Plan & TrustAmerican Bancorporation, Inc…$21MBurwood Group, Inc. 401(k) Profit Sharing PlanBurwood Group, Inc. 401(k) P…$21MCentral Region Cooperative 401(k) PlanCentral Region Cooperative 4…$21MBaker Boy, Inc. 401(k) Profit Sharing PlanBaker Boy, Inc. 401(k) Profi…$21MClyde Industries Inc. 401(k) PlanClyde Industries Inc. 401(k)…$21M
End-of-year total assets ($M) among American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN730126720
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Heritage Bank)

Sponsor-wide plan assets over time

All American Heritage Bank plans reported in each filing year

Latest sponsor-wide plan assets
$22M 12.159749347166677% vs 2022
2024 filing year
$22M$23M$24M$25M$26M 202220232024 $25.5M $22.4M ▼ -12.2%
Year Plans Participants Total Assets
2022 2 308 $25M
2023 2 304 $23M
2024 1 268 $22M

Nearby 401(k) Plans in Oklahoma

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

American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.021487131 · Participants: 268American Bancorporation, Inc. 401(k) Profit Sharing Plan & TrustQuiktrip 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
American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Burwood Group, Inc. 401(k) Profit Sharing Plan in IL ($21M); by covered participants it is Patientpop Inc. Retirement Trust in CA (268 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (268 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 American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 12.8% during 2023, from $19M to $21M. Reported net income was $2M.
How have American Heritage Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Heritage Bank's sponsor-wide assets declined 12.2%, from $25M to $22M.
Which 401(k) plans are similar in size to American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Burwood Group, Inc. 401(k) Profit Sharing Plan in IL ($21M, 207 participants).
Which 401(k) plans cover a similar participant headcount to American Bancorporation, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Patientpop Inc. Retirement Trust in CA (268 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 730126720.

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.