401(k) · DOL Form 5500 · 2023

Vision Bank 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
253
Participants Below avg headcount
74th
Percentile by assets National rank
$86,136
Avg per participant Below avg balance/head
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Official DOL plan name: Vision Bank Savings Incentive Plan · Sponsored by Vision Bank · Oklahoma · Finance & Insurance

$22M in assets, 253 participants

Vision Bank's Vision Bank Savings Incentive Plan reported $22M in total assets and 253 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.

  • #5,432 in Finance & Insurance (8,869 peers)

Coverage in Oklahoma

Vision Bank Savings Incentive Plan covers 253 participants in Oklahoma, about 33% of the average Oklahoma filer (state average ~760 per filing). Assets: $22M.

#5,432
in Finance & Insurance (8,869 peers)
+17.6%
assets growth YoY

Vision Bank Savings Incentive Plan's outsized position by total assets

Vision Bank Savings Incentive Plan vs every filed plan by assets

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

$21,792,519 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

Vision Bank Savings Incentive 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. Vision Bank Savings Incentive Plan sits mid-pack in the medium band (253 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vision Bank Savings Incentive Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Vision Bank Savings Incentive Plan reported participants rose from 204 in the plan year 2022 filing to 253 in the plan year 2023 filing.
  • Vision Bank Savings Incentive Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 730120518 · Vision Bank PY 2023 · 401(k)

Vision Bank Savings Incentive Plan · $22M · 253 · 74th

  • EIN $22M
  • EIN 253
  • EIN 74th
  • EIN 401(k)
  • EIN near Teel Plastics Profit Sharing/Retirement Savings Plan
  • EIN ind #5432

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 →

Vision Bank Savings Incentive Plan in the asset neighbourhood

Vision Bank Savings Incentive PlanVision Bank Savings Incentiv…$22MTeel Plastics Profit Sharing/Retirement Savings PlanTeel Plastics Profit Sharing…$22MThrasio 401(k) Plan$22MInter-State Studio & Publishing Co. 401(k) Retirement PlanInter-State Studio & Publish…$22MGreenwich Village Fish Co., Inc. 401(k) / Profit Sharing PlanGreenwich Village Fish Co., …$22M
End-of-year total assets ($M) among Vision Bank Savings Incentive Plan 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)$22M
Net Income$3M
Employer EIN730120518
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vision Bank)

Sponsor-wide plan assets over time

All Vision Bank plans reported in each filing year

Latest sponsor-wide plan assets
$21M 11.920656171580896% vs 2022
2024 filing year
$18M$19M$20M$21M$22M$23M 202220232024 $18.5M $20.7M ▲ +11.9%
Year Plans Participants Total Assets
2022 1 204 $19M
2023 1 253 $22M
2024 1 245 $21M

Nearby 401(k) Plans in Oklahoma

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

Vision Bank Savings Incentive Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Vision Bank Savings Incentive Plan, Total assets ($B): 0.021792519 · Participants: 253Vision Bank Savings Incentive 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
Vision Bank Savings Incentive Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Vision Bank Savings Incentive Plan side-by-side with 3 peers →

Vision Bank Savings Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Teel Plastics Profit Sharing/Retirement Savings Plan in WI ($22M); by covered participants it is Helm Group, Inc. 401(k) Plan in IL (253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Vision Bank Savings Incentive Plan assets move in 2023? ▼
Vision Bank Savings Incentive Plan grew sharply - up 17.6% during 2023, from $19M to $22M. Reported net income was $3M.
How have Vision Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vision Bank's sponsor-wide assets grew 11.9%, from $19M to $21M.
Which 401(k) plans are similar in size to Vision Bank Savings Incentive Plan? ▼
Among 401(k) plans in other states, the closest by assets is Teel Plastics Profit Sharing/Retirement Savings Plan in WI ($22M, 375 participants).
Which 401(k) plans cover a similar participant headcount to Vision Bank Savings Incentive Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Helm Group, Inc. 401(k) Plan in IL (253 participants, $56M 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 730120518.

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.