401(k) · DOL Form 5500 · 2024
Bokf, NA 401(k) Plan
Data updated 2026-07-24
- $1.2B
- Total assets
- 4,907
- Participants
- 99th
- Percentile by assets
- $242,560
- Avg per participant
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.
- 99th percentile by assets (of 116,472 plans)
Coverage in Oklahoma
Bok Financial 401(k) Plan covers 4,907 participants in Oklahoma, 6.3x the typical Oklahoma plan (state average ~780 per filing). Assets: $1.2B.
- $1.2B
- total plan assets (2024 EOY)
- 4,907
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $242,560
- avg assets per participant
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.
Participants vs Oklahoma filers
In Oklahoma, the average filing covers about 780 participants across 1,219 plans. Bok Financial 401(k) Plan reports 4,907 participants - 6.3x that state average ($1.2B EOY assets).
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $149M |
| Employer EIN | 730780382 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bokf, NA)
| 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
- 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
- Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958
- Saint Francis Health System, Inc. 401(k) Savings P $1.0B · 10,537
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Bok Financial 401(k) Plan by total assets, not by location.
- Reed Smith 401(k) Plan (PA) $1.2B · 2,022
- Sunbelt Rentals, Inc. Retirement Savings Plan (SC) $1.2B · 20,374
- Yahoo 401(k) Savings Plan (NY) $1.2B · 4,480
- Electrical Workers Local No. 292 Defined Contribution and 401(k) Plan (MN) $1.2B · 5,638
Frequently Asked Questions
How did Bok Financial 401(k) Plan assets move in 2024? ▼
How have Bokf, NA plan assets changed over time? ▼
Where does Bok Financial 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Bok Financial 401(k) Plan? ▼
Next read for Bok Financial 401(k) Plan
Filing takeaways
Ways to act on Bok Financial 401(k) Plan's numbers.
- By total assets, Bok Financial 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Oklahoma. Compare plans
- Bokf, NA's sponsor-wide assets have grown 27.1% since 2022 across 3 plan years on file. More Finance & Insurance plans
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.