401(k) · DOL Form 5500 · 2023

First Oklahoma Bank 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
127
Participants Small participant base
69th
Percentile by assets National rank
$129,975
Avg per participant Near avg balance/head
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Official DOL plan name: First Oklahoma Bank 401(k) Employee Stock Ownership Plan · Sponsored by First Oklahoma Bank · Oklahoma · Finance & Insurance

$17M in assets, 127 participants

First Oklahoma Bank's First Oklahoma Bank 401(k) Employee Stock Ownership Plan reported $17M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,852 in Finance & Insurance (8,869 peers)

Coverage in Oklahoma

First Oklahoma Bank 401(k) Employee Stock Ownership Plan covers 127 participants in Oklahoma, about 17% of the average Oklahoma filer (state average ~760 per filing). Assets: $17M.

#4,852
in Finance & Insurance (8,869 peers)
+13.5%
assets growth YoY

First Oklahoma Bank 401(k) Employee Stock Ownership Plan's outsized position by total assets

First Oklahoma Bank 401(k) Employee Stock Ownership Plan vs every filed plan by assets

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

$16,506,885 Top 31% higher than 69% 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

First Oklahoma Bank 401(k) Employee Stock Ownership 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. First Oklahoma Bank 401(k) Employee Stock Ownership Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Oklahoma Bank 401(k) Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • First Oklahoma Bank 401(k) Employee Stock Ownership Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 730258330 · First Oklahoma Bank PY 2023 · 401(k)

First Oklahoma Bank 401(k) Employee Stock Ownership Plan · $17M · 127 · 69th

  • RANK $17M
  • PHOTO 127
  • IND 69th
  • EOY 401(k)
  • 5500 near Wittmann USA Inc.
  • ASSETS ind #4852

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 →

First Oklahoma Bank 401(k) Employee Stock Ownership Plan in the asset neighbourhood

First Oklahoma Bank 401(k) Employee Stock Ownership PlanFirst Oklahoma Bank 401(k) E…$17MWittmann USA Inc.$17MFuture Solutions Retirement PlanFuture Solutions Retirement …$17MFirst Western Bancshares, Inc. Employee Stock Ownership and 401(k) PlanFirst Western Bancshares, In…$17MEmpire Industries, Inc. 401(k) Profit Sharing PlanEmpire Industries, Inc. 401(…$17M
End-of-year total assets ($M) among First Oklahoma Bank 401(k) Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN730258330
Plan Effective Date2009-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Oklahoma Bank)

Sponsor-wide plan assets over time

All First Oklahoma Bank plans reported in each filing year

Latest sponsor-wide plan assets
$18M 22.619588212787082% vs 2022
2024 filing year
$14M$15M$16M$17M$18M$19M 202220232024 $14.6M $17.8M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 126 $15M
2023 1 127 $17M
2024 1 110 $18M

Nearby 401(k) Plans in Oklahoma

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

First Oklahoma Bank 401(k) Employee Stock Ownership Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants First Oklahoma Bank 401(k) Employee Stock Ownership Plan, Total assets ($B): 0.016506885 · Participants: 127First Oklahoma Bank 401(k) Employee Stock Ownership 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
First Oklahoma Bank 401(k) Employee Stock Ownership Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare First Oklahoma Bank 401(k) Employee Stock Ownership Plan side-by-side with 3 peers →

First Oklahoma Bank 401(k) Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Wittmann USA Inc. in CT ($17M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 First Oklahoma Bank 401(k) Employee Stock Ownership Plan assets move in 2023? ▼
First Oklahoma Bank 401(k) Employee Stock Ownership Plan grew at a solid clip - up 13.5% during 2023, from $15M to $17M. Reported net income was $2M.
How have First Oklahoma Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Oklahoma Bank's sponsor-wide assets grew 22.6%, from $15M to $18M.
Which 401(k) plans are similar in size to First Oklahoma Bank 401(k) Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wittmann USA Inc. in CT ($17M, 143 participants).
Which 401(k) plans cover a similar participant headcount to First Oklahoma Bank 401(k) Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 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 730258330.

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.