401(k) · DOL Form 5500 · 2024
The First National Bank and Trust Company of Broke 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 36
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $93,848
- Avg per participant Below avg balance/head
Official DOL plan name: The First National Bank and Trust Company of Broken Arrow 401(k) Plan · Sponsored by The First National Bank and Trust Company of Broke · Oklahoma · Finance & Insurance
$3M in assets, 36 participants
The First National Bank and Trust Company of Broke's The First National Bank and Trust Company of Broken Arrow 401(k) Plan reported $3M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #2,018 in Finance & Insurance (8,549 peers)
The First National Bank and Trust Company of Broke multi-year trail
The First National Bank and Trust Company of Broke's plans moved +31.0% in assets from 2022 to 2024; this filing shows The First National Bank and Trust Company of Broken Arrow 401(k) Plan at $3M / 36 participants.
- #2,018
- in Finance & Insurance (8,549 peers)
- +4.9%
- assets growth YoY
The First National Bank and Trust Company of Broken Arrow 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
The First National Bank and Trust Company of Broken Arrow 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,378,539 36th percentile higher than 36% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The First National Bank and Trust Company of Broken Arrow 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. The First National Bank and Trust Company of Broken Arrow 401(k) Plan is a small filing (36 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The First National Bank and Trust Company of Broken Arrow 401(k) Plan reported net income fell from $642K in the plan year 2023 filing to $158K in the plan year 2024 filing.
- The First National Bank and Trust Company of Broken Arrow 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- The First National Bank and Trust Company of Broken Arrow 401(k) Plan reported participants fell from 37 in the plan year 2023 filing to 36 in the plan year 2024 filing.
DOL schedule card
Filing strip 730160957 · The First National Bank and Trust Company of Broke PY 2024 · 401(k)
The First National Bank and Trust Company of Broken Arrow 401(k) Plan · $3M · 36 · 36th
- TYPE $3M
- NET 36
- BOOK 36th
- VS-ST 401(k)
- BOY near Stacey Dental Sc 401(k) Profit Sharing Plan
- SCH ind #2018
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 Company of Broken Arrow 401(k) Plan in the asset neighbourhood
The First National Bank and Trust Company of Broke multi-year asset trail
Sponsor-wide plan assets over time
All The First National Bank and Trust Company of Broke plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 31.035586116167124% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 36 | $3M |
| 2023 | 1 | 37 | $3M |
| 2024 | 1 | 36 | $3M |
The First National Bank and Trust Company of Broke filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $158K |
| Employer EIN | 730160957 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.8B · 13,369
- The Williams Investment Plus Plan $2.0B · 5,204
- Oneok, Inc. 401(k) Plan $1.4B · 4,756
- Bok Financial 401(k) Plan $1.2B · 4,907
- Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958
The First National Bank and Trust Company of Broken Arrow 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Stacey Dental Sc 401(k) Profit Sharing Plan in WI ($3M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (36 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Stacey Dental Sc 401(k) Profit Sharing Plan (WI) $3M · 15
- Corzic Group, Inc. 401(k) Plan (FL) $3M · 13
- Brown Eagle Group, Inc. 401(k) Profit Sharing Plan (LA) $3M · 140
- Construction 401(k) Plan (KS) $3M · 2,698
Similar participant headcount
Nearest other-state filings by covered participants (36 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.