401(k) · DOL Form 5500 · 2023

The First National Bank and Trust Co., Chickasha 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
164
Participants Small participant base
81st
Percentile by assets National rank
$215,012
Avg per participant Above avg balance/head
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Official DOL plan name: The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan · Sponsored by The First National Bank and Trust Co., Chickasha · Oklahoma · Finance & Insurance

$35M in assets, 164 participants

The First National Bank and Trust Co., Chickasha's The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan reported $35M in total assets and 164 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,357 in Finance & Insurance (8,869 peers)

Coverage in Oklahoma

The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan covers 164 participants in Oklahoma, about 22% of the average Oklahoma filer (state average ~760 per filing). Assets: $35M.

#6,357
in Finance & Insurance (8,869 peers)
-1.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $511K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan's outsized position by total assets

The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan vs every filed plan by assets

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

$35,262,025 Top 19% higher than 81% 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

The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and 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. The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to -$511K in the plan year 2023 filing.
  • The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan reported participants rose from 161 in the plan year 2022 filing to 164 in the plan year 2023 filing.
  • The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan end-of-year assets fell from $36M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 730181535 · The First National Bank and Trust Co., Chickasha PY 2023 · 401(k)

The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan · $35M · 164 · 81st

  • TYPE $35M
  • NET 164
  • BOOK 81st
  • VS-ST 401(k)
  • BOY near Peacehealth Networks on Demand, LLC 401(k) Plan
  • SCH ind #6357

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 →

The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan in the asset neighbourhood

Akg North America, Inc. 401(k) PlanAkg North America, Inc. 401(…$35MThe First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership PlanThe First National Bank and …$35MPeacehealth Networks on Demand, LLC 401(k) PlanPeacehealth Networks on Dema…$35MBrookwood Companies Inc. Tax Favored Savings PlanBrookwood Companies Inc. Tax…$35MStellar Industries, Inc. 401(k) Profit Sharing PlanStellar Industries, Inc. 401…$35M
End-of-year total assets ($M) among The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and 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)$36M
Net Assets (End of Year)$27M
Net Income-$511K
Employer EIN730181535
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The First National Bank and Trust Co., Chickasha)

Sponsor-wide plan assets over time

All The First National Bank and Trust Co., Chickasha plans reported in each filing year

Latest sponsor-wide plan assets
$37M 2.8976723869219048% vs 2022
2024 filing year
$35M$36M$37M$38M 202220232024 $35.9M $36.9M ▲ +2.9%
Year Plans Participants Total Assets
2022 1 161 $36M
2023 1 164 $35M
2024 1 161 $37M

Nearby 401(k) Plans in Oklahoma

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

The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan, Total assets ($B): 0.035262025 · Participants: 164The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and 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
The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan side-by-side with 3 peers →

The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Peacehealth Networks on Demand, LLC 401(k) Plan in WA ($35M); by covered participants it is Daycon Products Company, Inc. 401(k) Plan in MD (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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 The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan assets move in 2023? ▼
The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan edged down modestly - down 1.7% during 2023, from $36M to $35M. Reported net income was -$511K.
How have The First National Bank and Trust Co., Chickasha plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The First National Bank and Trust Co., Chickasha's sponsor-wide assets grew 2.9%, from $36M to $37M.
Where does The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan ranks in the 81st 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 The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peacehealth Networks on Demand, LLC 401(k) Plan in WA ($35M, 683 participants).
Which 401(k) plans cover a similar participant headcount to The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daycon Products Company, Inc. 401(k) Plan in MD (164 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 730181535.

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.