ESOP · DOL Form 5500 · 2024

Sooner Southwest Bankshares, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
103
Participants Small participant base
46th
Percentile by assets National rank
$61,141
Avg per participant Low balance/head
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Official DOL plan name: Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan · Sponsored by Sooner Southwest Bankshares, Inc. · Oklahoma · Finance & Insurance

$6M in assets, 103 participants

Sooner Southwest Bankshares, Inc.'s Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan reported $6M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,707 in Finance & Insurance (8,549 peers)

Coverage in Oklahoma

Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan covers 103 participants in Oklahoma, about 14% of the average Oklahoma filer (state average ~760 per filing). Assets: $6M.

#2,707
in Finance & Insurance (8,549 peers)
+31.4%
assets growth YoY

Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,297,561 46th percentile higher than 46% 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

Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan reported net income rose from $185K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan reported participants rose from 99 in the plan year 2023 filing to 103 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 731492372 · Sooner Southwest Bankshares, Inc. PY 2024 · ESOP

Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan · $6M · 103 · 46th

  • BOY $6M
  • SCH 103
  • EBSA 46th
  • PART ESOP
  • TYPE near Doug Smith Production Consultants, Inc. Employee Stock Ownership Plan
  • NET ind #2707

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 →

Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sooner Southwest Bankshares, Inc. Employee Stock Ownership PlanSooner Southwest Bankshares,…$6MDoug Smith Production Consultants, Inc. Employee Stock Ownership PlanDoug Smith Production Consul…$6MBrechbill and Helman Construction Co. , Inc. Employee Stock Ownership PlanBrechbill and Helman Constru…$6MBgw Architects II, P.C. Employee Stock Ownership PlanBgw Architects II, P.C. Empl…$6MEclipse Engineering, Inc. Employee Stock Ownership PlanEclipse Engineering, Inc. Em…$6M
End-of-year total assets ($M) among Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN731492372
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sooner Southwest Bankshares, Inc.)

Sponsor-wide plan assets over time

All Sooner Southwest Bankshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 30.663269292106122% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14M $18.2M ▲ +30.7%
Year Plans Participants Total Assets
2022 2 207 $14M
2023 2 209 $16M
2024 2 214 $18M

Nearby ESOP Plans in Oklahoma

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

Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan, Total assets ($M): 6.297561 · Participants: 103Sooner Southwest Bankshares, Inc. Employee Stock Ownership PlanLocke 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
Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is Doug Smith Production Consultants, Inc. Employee Stock Ownership Plan in GA ($6M); by covered participants it is Cci Holdings, Inc. Employee Stock Ownership Plan in IN (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan surged - up 31.4% during 2024, from $5M to $6M. Reported net income was $2M.
How have Sooner Southwest Bankshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sooner Southwest Bankshares, Inc.'s sponsor-wide assets grew 30.7%, from $14M to $18M.
Which ESOP plans are similar in size to Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Doug Smith Production Consultants, Inc. Employee Stock Ownership Plan in GA ($6M, 18 participants).
Which ESOP plans cover a similar participant headcount to Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cci Holdings, Inc. Employee Stock Ownership Plan in IN (103 participants, $91M 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 731492372.

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.