401(k) · DOL Form 5500 · 2024

Sooner Southwest Bankshares, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
111
Participants Small participant base
60th
Percentile by assets National rank
$107,500
Avg per participant Below avg balance/head
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Official DOL plan name: Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan · Sponsored by Sooner Southwest Bankshares, Inc. · Oklahoma · Finance & Insurance

$12M in assets, 111 participants

Sooner Southwest Bankshares, Inc.'s Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan reported $12M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,721 in Finance & Insurance (8,549 peers)

Coverage in Oklahoma

Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan covers 111 participants in Oklahoma, about 15% of the average Oklahoma filer (state average ~760 per filing). Assets: $12M.

#3,721
in Finance & Insurance (8,549 peers)
+11.0%
assets growth YoY

Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,932,513 Top 40% higher than 60% 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. 401(k) Profit Sharing 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. 401(k) Profit Sharing Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M 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 · 401(k)

Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan · $12M · 111 · 60th

  • VS-ST $12M
  • BOY 111
  • SCH 60th
  • EBSA 401(k)
  • PART near Twist, Inc. Profit Sharing Plan and Trust
  • TYPE ind #3721

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 →

Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing PlanSooner Southwest Bankshares,…$12MTwist, Inc. Profit Sharing Plan and TrustTwist, Inc. Profit Sharing P…$12MDay One Agency 401(k) Plan$12MSpectral Systems, LLC 401(k) PlanSpectral Systems, LLC 401(k)…$12MBuilding Industry Association 401(k) PlanBuilding Industry Associatio…$12M
End-of-year total assets ($M) among Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN731492372
Plan Effective Date1988-01-01
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 401(k) Plans in Oklahoma

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

Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.011932513 · Participants: 111Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing 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 ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Twist, Inc. Profit Sharing Plan and Trust in OH ($12M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (111 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. 401(k) Profit Sharing Plan assets move in 2024? ▼
Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 11.0% during 2024, from $11M to $12M. Reported net income was $1M.
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 401(k) plans are similar in size to Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Twist, Inc. Profit Sharing Plan and Trust in OH ($12M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants, $2M 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.