401(k) · DOL Form 5500 · 2024

First State Bank - Valliant 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
25
Participants Small participant base
28th
Percentile by assets National rank
$71,441
Avg per participant Below avg balance/head
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Official DOL plan name: First State Bank 401(k) Plan · Sponsored by First State Bank - Valliant · Oklahoma · Finance & Insurance

$2M in assets, 25 participants

First State Bank - Valliant's First State Bank 401(k) Plan reported $2M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,495 in Finance & Insurance (8,549 peers)

First State Bank - Valliant multi-year trail

First State Bank - Valliant's plans moved +36.2% in assets from 2022 to 2024; this filing shows First State Bank 401(k) Plan at $2M / 25 participants.

#1,495
in Finance & Insurance (8,549 peers)
+20.3%
assets growth YoY

First State Bank 401(k) Plan among the smaller filed plans by assets

First State Bank 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,786,037 28th percentile higher than 28% of 123,620 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 2024

First State Bank 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First State Bank 401(k) Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First State Bank 401(k) Plan reported net income rose from $173K in the plan year 2023 filing to $302K in the plan year 2024 filing.
  • First State Bank 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • First State Bank 401(k) Plan reported participants fell from 26 in the plan year 2023 filing to 25 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 730237190 · First State Bank - Valliant PY 2024 · 401(k)

First State Bank 401(k) Plan · $2M · 25 · 28th

  • IND $2M
  • EOY 25
  • 5500 28th
  • ASSETS 401(k)
  • PCT near Witt Chiropractic Clinic, LLC 401(k) Profit Sharing Plan
  • EIN ind #1495

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 State Bank 401(k) Plan in the asset neighbourhood

First State Bank 401(k) Plan$2MWitt Chiropractic Clinic, LLC 401(k) Profit Sharing PlanWitt Chiropractic Clinic, LL…$2MBoyle Ventures, Inc. 401(k) PlanBoyle Ventures, Inc. 401(k) …$2MIntervise Consultants, Inc. 401(k) PlanIntervise Consultants, Inc. …$2MHospital Buen Samaritano Retirement PlanHospital Buen Samaritano Ret…$2M
End-of-year total assets ($M) among First State Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

First State Bank - Valliant multi-year asset trail

Sponsor-wide plan assets over time

All First State Bank - Valliant plans reported in each filing year

Latest sponsor-wide plan assets
$2M 36.190244527339665% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.31M $1.79M ▲ +36.6%
Year Plans Participants Total Assets
2022 1 23 $1M
2023 1 26 $1M
2024 1 25 $2M

First State Bank - Valliant filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$302K
Employer EIN730237190
Plan Effective Date1971-12-27
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

First State Bank 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants First State Bank 401(k) Plan, Total assets ($B): 0.001786037 · Participants: 25First State Bank 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
First State Bank 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare First State Bank 401(k) Plan side-by-side with 3 peers →

First State Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Witt Chiropractic Clinic, LLC 401(k) Profit Sharing Plan in AL ($2M); by covered participants it is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did First State Bank 401(k) Plan assets move in 2024? ▼
First State Bank 401(k) Plan grew sharply - up 20.3% during 2024, from $1M to $2M. Reported net income was $302K.
How have First State Bank - Valliant plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First State Bank - Valliant's sponsor-wide assets grew 36.2%, from $1M to $2M.
Which 401(k) plans are similar in size to First State Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Witt Chiropractic Clinic, LLC 401(k) Profit Sharing Plan in AL ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to First State Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 730237190.

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.