Defined Benefit (Pension) · DOL Form 5500 · 2023

American Heritage Bank Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
36
Participants Small participant base
25th
Percentile by assets National rank
$33,769
Avg per participant Low balance/head
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Official DOL plan name: American Heritage Bank Pension Plan · Sponsored by American Heritage Bank · Oklahoma · Finance & Insurance

$1M in assets, 36 participants

American Heritage Bank's American Heritage Bank Pension Plan reported $1M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,468 in Finance & Insurance (8,869 peers)

American Heritage Bank multi-year trail

American Heritage Bank's plans moved -12.2% in assets from 2022 to 2024; this filing shows American Heritage Bank Pension Plan at $1M / 36 participants.

#1,468
in Finance & Insurance (8,869 peers)
-81.1%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Heritage Bank Pension Plan among the smaller filed plans by assets

American Heritage Bank Pension Plan vs every filed plan by assets

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

$1,215,678 25th percentile higher than 25% 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 Heritage Bank Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Heritage Bank Pension Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Heritage Bank Pension Plan reported net income fell from -$1M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
  • American Heritage Bank Pension Plan end-of-year assets fell from $6M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • American Heritage Bank Pension Plan reported participants fell from 41 in the plan year 2022 filing to 36 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 730126720 · American Heritage Bank PY 2023 · Defined Benefit (Pension)

American Heritage Bank Pension Plan · $1M · 36 · 25th

  • RANK $1M
  • RANK 36
  • RANK 25th
  • RANK Defined Benefit (Pension)
  • RANK near Six5 Productions Cash Balance Pension Plan
  • RANK ind #1468

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 Heritage Bank Pension Plan in the asset neighbourhood

American Heritage Bank Pension PlanAmerican Heritage Bank Pensi…$1MSix5 Productions Cash Balance Pension PlanSix5 Productions Cash Balanc…$1MLaw Offices of Michael S Rosenblum Defined Benefit Plan and TrustLaw Offices of Michael S Ros…$1MMontello Defined Benefit Plan$1MLuis a Segarra Financial & Insurance Services Defined Benefit PlanLuis a Segarra Financial & I…$1M
End-of-year total assets ($M) among American Heritage Bank Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

American Heritage Bank multi-year asset trail

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

American Heritage Bank filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$1M
Net Income-$5M
Employer EIN730126720
Plan Effective Date1960-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Oklahoma

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

American Heritage Bank Pension Plan vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.52 Total assets ($B) Participants American Heritage Bank Pension Plan, Total assets ($B): 0.001215678 · Participants: 36American Heritage Bank Pension PlanPipeline Industry Pension Fund, Total assets ($B): 1.550776271 · Participants: 1904Pipeline Industry Pension FundWilliams Pension Plan, Total assets ($B): 1.33243367 · Participants: 3588Williams Pension PlanOne Gas, Inc. Retirement Plan, Total assets ($B): 0.795535 · Participants: 740One Gas, Inc. Retirement PlanRetirement Plan for Employees of Devon Energy Corporation, Total assets ($B): 0.480356058 · Participants: 171Retirement Plan for Employees of Devon Energy CorporationIntegris Health, Inc. Retirement Plan a, Total assets ($B): 0.422772766 · Participants: 1145Integris Health, Inc. Retirement Plan a
American Heritage Bank Pension Plan vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants
Compare American Heritage Bank Pension Plan side-by-side with 3 peers →

American Heritage Bank Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oklahoma, the nearest Defined Benefit (Pension) by assets is Six5 Productions Cash Balance Pension Plan in CA ($1M); by covered participants it is The People's Credit Union Defined Benefit Plan and Trust in RI (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Heritage Bank Pension Plan assets move in 2023? ▼
American Heritage Bank Pension Plan contracted severely - down 81.1% during 2023, from $6M to $1M. Reported net income was -$5M.
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.
Where does American Heritage Bank Pension Plan rank by assets among Form 5500 filers? ▼
American Heritage Bank Pension Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to American Heritage Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Six5 Productions Cash Balance Pension Plan in CA ($1M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to American Heritage Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The People's Credit Union Defined Benefit Plan and Trust in RI (36 participants, $14M 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.