401(k) · DOL Form 5500 · 2023

First National Bank and Trust Company 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
121
Participants Small participant base
78th
Percentile by assets National rank
$235,867
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Plan for Employees of First National Bank of Ardmore · Sponsored by First National Bank and Trust Company · Oklahoma · Finance & Insurance

$29M in assets, 121 participants

First National Bank and Trust Company's Retirement Plan for Employees of First National Bank of Ardmore reported $29M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,954 in Finance & Insurance (8,869 peers)

Coverage in Oklahoma

Retirement Plan for Employees of First National Bank of Ardmore covers 121 participants in Oklahoma, about 16% of the average Oklahoma filer (state average ~760 per filing). Assets: $29M.

#5,954
in Finance & Insurance (8,869 peers)
+11.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Retirement Plan for Employees of First National Bank of Ardmore's outsized position by total assets

Retirement Plan for Employees of First National Bank of Ardmore vs every filed plan by assets

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

$28,539,877 Top 22% higher than 78% 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

Retirement Plan for Employees of First National Bank of Ardmore 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. Retirement Plan for Employees of First National Bank of Ardmore sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of First National Bank of Ardmore reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Retirement Plan for Employees of First National Bank of Ardmore end-of-year assets rose from $26M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Retirement Plan for Employees of First National Bank of Ardmore reported participants rose from 118 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 730130930 · First National Bank and Trust Company PY 2023 · 401(k)

Retirement Plan for Employees of First National Bank of Ardmore · $29M · 121 · 78th

  • VS-ST $29M
  • VS-ST 121
  • VS-ST 78th
  • VS-ST 401(k)
  • VS-ST near Edw. C. Levy Co. 401(k) Plan for Bargaining Unit Employees
  • VS-ST ind #5954

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 →

Retirement Plan for Employees of First National Bank of Ardmore in the asset neighbourhood

Retirement Plan for Employees of First National Bank of ArdmoreRetirement Plan for Employee…$29MEdw. C. Levy Co. 401(k) Plan for Bargaining Unit EmployeesEdw. C. Levy Co. 401(k) Plan…$29MInsurance Company Supported Organizations 401(k) Savings PlanInsurance Company Supported …$29MVdm Metals USA, LLC 401(k) Retirement Savings PlanVdm Metals USA, LLC 401(k) R…$29MArchaea Energy Services, LLC 401(k) Profit Sharing Plan and TrustArchaea Energy Services, LLC…$29M
End-of-year total assets ($M) among Retirement Plan for Employees of First National Bank of Ardmore and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$29M
Net Income$3M
Employer EIN730130930
Plan Effective Date1958-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (First National Bank and Trust Company)

Sponsor-wide plan assets over time

All First National Bank and Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$31M 20.33899813800225% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25.6M $30.8M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 118 $26M
2023 1 121 $29M
2024 1 135 $31M

Nearby 401(k) Plans in Oklahoma

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

Retirement Plan for Employees of First National Bank of Ardmore vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Retirement Plan for Employees of First National Bank of Ardmore, Total assets ($B): 0.028539877 · Participants: 121Retirement Plan for Employees of First National Bank of ArdmoreQuiktrip 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
Retirement Plan for Employees of First National Bank of Ardmore vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Retirement Plan for Employees of First National Bank of Ardmore side-by-side with 3 peers →

Retirement Plan for Employees of First National Bank of Ardmore's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Edw. C. Levy Co. 401(k) Plan for Bargaining Unit Employees in MI ($29M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Retirement Plan for Employees of First National Bank of Ardmore assets move in 2023? ▼
Retirement Plan for Employees of First National Bank of Ardmore grew at a solid clip - up 11.4% during 2023, from $26M to $29M. Reported net income was $3M.
How have First National Bank and Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First National Bank and Trust Company's sponsor-wide assets grew 20.3%, from $26M to $31M.
Where does Retirement Plan for Employees of First National Bank of Ardmore rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of First National Bank of Ardmore ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Retirement Plan for Employees of First National Bank of Ardmore? ▼
Among 401(k) plans in other states, the closest by assets is Edw. C. Levy Co. 401(k) Plan for Bargaining Unit Employees in MI ($29M, 333 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Plan for Employees of First National Bank of Ardmore? ▼
Among 401(k) plans in other states, the closest by covered participants is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 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 730130930.

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.