401(k) · DOL Form 5500 · 2023

Spirit Bankcorp, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
128
Participants Small participant base
64th
Percentile by assets National rank
$100,102
Avg per participant Below avg balance/head
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Official DOL plan name: Spirit Bankcorp, Inc. 401(k) Plan and Trust · Sponsored by Spirit Bankcorp, Inc. · Oklahoma · Finance & Insurance

$13M in assets, 128 participants

Spirit Bankcorp, Inc.'s Spirit Bankcorp, Inc. 401(k) Plan and Trust reported $13M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,338 in Finance & Insurance (8,869 peers)

Coverage in Oklahoma

Spirit Bankcorp, Inc. 401(k) Plan and Trust covers 128 participants in Oklahoma, about 17% of the average Oklahoma filer (state average ~760 per filing). Assets: $13M.

#4,338
in Finance & Insurance (8,869 peers)
+4.3%
assets growth YoY

Spirit Bankcorp, Inc. 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Spirit Bankcorp, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$12,813,107 Top 36% higher than 64% 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

Spirit Bankcorp, Inc. 401(k) Plan and 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. Spirit Bankcorp, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spirit Bankcorp, Inc. 401(k) Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $532K in the plan year 2023 filing.
  • Spirit Bankcorp, Inc. 401(k) Plan and Trust end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Spirit Bankcorp, Inc. 401(k) Plan and Trust reported participants rose from 123 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 731131847 · Spirit Bankcorp, Inc. PY 2023 · 401(k)

Spirit Bankcorp, Inc. 401(k) Plan and Trust · $13M · 128 · 64th

  • EIN $13M
  • RANK 128
  • PHOTO 64th
  • IND 401(k)
  • EOY near Forward Financing LLC Retirement Plan
  • 5500 ind #4338

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 →

Spirit Bankcorp, Inc. 401(k) Plan and Trust in the asset neighbourhood

Spirit Bankcorp, Inc. 401(k) Plan and TrustSpirit Bankcorp, Inc. 401(k)…$13MForward Financing LLC Retirement PlanForward Financing LLC Retire…$13MJohn Marshall Bank 401(k) PlanJohn Marshall Bank 401(k) Pl…$13MHarada 401(k) Plan$13MEmbrace Families, Inc. 401(k) PlanEmbrace Families, Inc. 401(k…$13M
End-of-year total assets ($M) among Spirit Bankcorp, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$532K
Employer EIN731131847
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spirit Bankcorp, Inc.)

Sponsor-wide plan assets over time

All Spirit Bankcorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 11.469483122719321% vs 2022
2024 filing year
$12M$12.5M$13M$13.5M$14M 202220232024 $12.3M $13.7M ▲ +11.5%
Year Plans Participants Total Assets
2022 1 123 $12M
2023 1 128 $13M
2024 1 123 $14M

Nearby 401(k) Plans in Oklahoma

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

Spirit Bankcorp, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Spirit Bankcorp, Inc. 401(k) Plan and Trust, Total assets ($B): 0.012813107 · Participants: 128Spirit Bankcorp, Inc. 401(k) Plan and 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
Spirit Bankcorp, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Spirit Bankcorp, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Spirit Bankcorp, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Forward Financing LLC Retirement Plan in MA ($13M); by covered participants it is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Spirit Bankcorp, Inc. 401(k) Plan and Trust assets move in 2023? ▼
Spirit Bankcorp, Inc. 401(k) Plan and Trust edged up modestly - up 4.3% during 2023, from $12M to $13M. Reported net income was $532K.
How have Spirit Bankcorp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spirit Bankcorp, Inc.'s sponsor-wide assets grew 11.5%, from $12M to $14M.
Which 401(k) plans are similar in size to Spirit Bankcorp, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Forward Financing LLC Retirement Plan in MA ($13M, 251 participants).
Which 401(k) plans cover a similar participant headcount to Spirit Bankcorp, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 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 731131847.

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.