401(k) · DOL Form 5500 · 2024

Bokf, NA 401(k) Plan

Data updated 2026-08-25

$1.2B
Total assets Very large vs avg
4,907
Participants Above avg headcount
99th
Percentile by assets National rank
$242,560
Avg per participant Above avg balance/head
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Official DOL plan name: Bok Financial 401(k) Plan · Sponsored by Bokf, NA · Oklahoma · Finance & Insurance

$1.2B in assets, 4,907 participants

Bokf, NA's Bok Financial 401(k) Plan reported $1.2B in total assets and 4,907 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,330 in Finance & Insurance (8,549 peers)

Coverage in Oklahoma

Bok Financial 401(k) Plan covers 4,907 participants in Oklahoma, 6.5x the typical Oklahoma plan (state average ~760 per filing). Assets: $1.2B.

#8,330
in Finance & Insurance (8,549 peers)
+13.6%
assets growth YoY
12×
vs typical plan assets (national mean)

Bok Financial 401(k) Plan's outsized position by total assets

Bok Financial 401(k) Plan vs every filed plan by assets

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

$1,190,240,873 Top 1% higher than 99% 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

Bok Financial 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bok Financial 401(k) Plan lands in the large band (4,907 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bok Financial 401(k) Plan reported net income rose from $128M in the plan year 2023 filing to $149M in the plan year 2024 filing.
  • Bok Financial 401(k) Plan end-of-year assets rose from $1.0B in the plan year 2023 filing to $1.2B in the plan year 2024 filing.
  • Bok Financial 401(k) Plan reported participants rose from 4,766 in the plan year 2023 filing to 4,907 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 730780382 · Bokf, NA PY 2024 · 401(k)

Bok Financial 401(k) Plan · $1.2B · 4,907 · 99th

  • BOOK $1.2B
  • VS-ST 4,907
  • BOY 99th
  • SCH 401(k)
  • EBSA near Reed Smith 401(k) Plan
  • PART ind #8330

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 →

Bok Financial 401(k) Plan in the asset neighbourhood

Bok Financial 401(k) Plan$1.2BReed Smith 401(k) Plan$1.2BSunbelt Rentals, Inc. Retirement Savings PlanSunbelt Rentals, Inc. Retire…$1.2BYahoo 401(k) Savings Plan$1.2BElectrical Workers Local No. 292 Defined Contribution and 401(k) PlanElectrical Workers Local No.…$1.2B
End-of-year total assets ($B) among Bok Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$1.0B
Net Assets (End of Year)$1.2B
Net Income$149M
Employer EIN730780382
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bokf, NA)

Sponsor-wide plan assets over time

All Bokf, NA plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 27.111376929680702% vs 2022
2024 filing year
$0.9B$1B$1.1B$1.2B$1.3B 202220232024 $0.94B $1.19B ▲ +26.6%
Year Plans Participants Total Assets
2022 2 5,195 $936M
2023 1 4,766 $1.0B
2024 1 4,907 $1.2B

Nearby 401(k) Plans in Oklahoma

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

Bok Financial 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 0123456 Total assets ($B) Participants Bok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 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 ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings PlanSaint Francis Health System, Inc. 401(k) Savings P, Total assets ($B): 1.005826659 · Participants: 10537Saint Francis Health System, Inc. 401(k) Savings P
Bok Financial 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Bok Financial 401(k) Plan side-by-side with 3 peers →

Bok Financial 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Reed Smith 401(k) Plan in PA ($1.2B); by covered participants it is Torrid 401(k) Plan in CA (4,904 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (4,907 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 Bok Financial 401(k) Plan assets move in 2024? ▼
Bok Financial 401(k) Plan grew at a solid clip - up 13.6% during 2024, from $1.0B to $1.2B. Reported net income was $149M.
How have Bokf, NA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bokf, NA's sponsor-wide assets grew 27.1%, from $936M to $1.2B.
Where does Bok Financial 401(k) Plan rank by assets among Form 5500 filers? ▼
Bok Financial 401(k) Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Bok Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reed Smith 401(k) Plan in PA ($1.2B, 2,022 participants).
Which 401(k) plans cover a similar participant headcount to Bok Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Torrid 401(k) Plan in CA (4,904 participants, $21M 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 730780382.

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.