ESOP · DOL Form 5500 · 2024

Panhandle First Bank ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
26
Participants Small participant base
34th
Percentile by assets National rank
$116,150
Avg per participant Below avg balance/head
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Official DOL plan name: ESOP for Employees of Panhandle First Bank · Sponsored by Panhandle First Bank · Oklahoma · Finance & Insurance

$3M in assets, 26 participants

Panhandle First Bank's ESOP for Employees of Panhandle First Bank reported $3M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #1,908 in Finance & Insurance (8,549 peers)

Panhandle First Bank multi-year trail

Panhandle First Bank's plans moved +28.9% in assets from 2022 to 2024; this filing shows ESOP for Employees of Panhandle First Bank at $3M / 26 participants.

#1,908
in Finance & Insurance (8,549 peers)
+56.2%
assets growth YoY

ESOP for Employees of Panhandle First Bank's mid-pack asset rank among Finance & Insurance and all filers

ESOP for Employees of Panhandle First Bank vs every filed plan by assets

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

$3,019,902 34th percentile higher than 34% 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

ESOP for Employees of Panhandle First Bank among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. ESOP for Employees of Panhandle First Bank is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • ESOP for Employees of Panhandle First Bank reported net income rose from -$411K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • ESOP for Employees of Panhandle First Bank end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • ESOP for Employees of Panhandle First Bank reported participants fell from 30 in the plan year 2023 filing to 26 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 731001645 · Panhandle First Bank PY 2024 · ESOP

ESOP for Employees of Panhandle First Bank · $3M · 26 · 34th

  • IND $3M
  • EOY 26
  • 5500 34th
  • ASSETS ESOP
  • PCT near Next Level Steel Employee Stock Ownership Plan
  • EIN ind #1908

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 What is an ESOP? → · Plans in Oklahoma →

ESOP for Employees of Panhandle First Bank in the asset neighbourhood

Pyramid Systems, Inc. Employee Stock Ownership PlanPyramid Systems, Inc. Employ…$3MESOP for Employees of Panhandle First BankESOP for Employees of Panhan…$3MNext Level Steel Employee Stock Ownership PlanNext Level Steel Employee St…$3MTcm Employee Stock Ownership PlanTcm Employee Stock Ownership…$3MP.T. Services Rehabilitation, Inc. Employee Stock Ownership PlanP.T. Services Rehabilitation…$3M
End-of-year total assets ($M) among ESOP for Employees of Panhandle First Bank and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Panhandle First Bank multi-year asset trail

Sponsor-wide plan assets over time

All Panhandle First Bank plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.86146772000823% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2.34M $3.02M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 29 $2M
2023 1 30 $2M
2024 1 26 $3M

Panhandle First Bank filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN731001645
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oklahoma

Peer ESOP plans, same state, same plan type, ranked by total assets.

ESOP for Employees of Panhandle First Bank vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants ESOP for Employees of Panhandle First Bank, Total assets ($M): 3.019902 · Participants: 26ESOP for Employees of Panhandle First BankLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 293.39846 · Participants: 1287Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 250.621974 · Participants: 65International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 169.059478 · Participants: 1300Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 159.065318 · Participants: 1860Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.442225 · Participants: 172Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
ESOP for Employees of Panhandle First Bank vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare ESOP for Employees of Panhandle First Bank side-by-side with 3 peers →

ESOP for Employees of Panhandle First Bank's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is Next Level Steel Employee Stock Ownership Plan in AZ ($3M); by covered participants it is Pro-Cut Construction Services, Inc. Employee Stock Ownership Plan in PA (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 ESOP for Employees of Panhandle First Bank assets move in 2024? ▼
ESOP for Employees of Panhandle First Bank surged - up 56.2% during 2024, from $2M to $3M. Reported net income was $1M.
How have Panhandle First Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Panhandle First Bank's sponsor-wide assets grew 28.9%, from $2M to $3M.
Which ESOP plans are similar in size to ESOP for Employees of Panhandle First Bank? ▼
Among ESOP plans in other states, the closest by assets is Next Level Steel Employee Stock Ownership Plan in AZ ($3M, 119 participants).
Which ESOP plans cover a similar participant headcount to ESOP for Employees of Panhandle First Bank? ▼
Among ESOP plans in other states, the closest by covered participants is Pro-Cut Construction Services, Inc. Employee Stock Ownership Plan in PA (26 participants, $4M 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 731001645.

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.