401(k) · DOL Form 5500 · 2024

F & M Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
114
Participants Small participant base
61st
Percentile by assets National rank
$113,088
Avg per participant Below avg balance/head
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Official DOL plan name: F & M Bancshares, Inc. Savings Incentive Plan · Sponsored by F & M Bancshares, Inc. · Oklahoma · Finance & Insurance

$13M in assets, 114 participants

F & M Bancshares, Inc.'s F & M Bancshares, Inc. Savings Incentive Plan reported $13M in total assets and 114 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,860 in Finance & Insurance (8,549 peers)

Coverage in Oklahoma

F & M Bancshares, Inc. Savings Incentive Plan covers 114 participants in Oklahoma, about 15% of the average Oklahoma filer (state average ~760 per filing). Assets: $13M.

#3,860
in Finance & Insurance (8,549 peers)
+19.3%
assets growth YoY

F & M Bancshares, Inc. Savings Incentive Plan's mid-pack asset rank among Finance & Insurance and all filers

F & M Bancshares, Inc. Savings Incentive Plan vs every filed plan by assets

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

$12,892,035 Top 39% higher than 61% 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

F & M Bancshares, Inc. Savings Incentive 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. F & M Bancshares, Inc. Savings Incentive Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • F & M Bancshares, Inc. Savings Incentive Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • F & M Bancshares, Inc. Savings Incentive Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • F & M Bancshares, Inc. Savings Incentive Plan reported participants rose from 112 in the plan year 2023 filing to 114 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 730956567 · F & M Bancshares, Inc. PY 2024 · 401(k)

F & M Bancshares, Inc. Savings Incentive Plan · $13M · 114 · 61st

  • EOY $13M
  • EOY 114
  • EOY 61st
  • EOY 401(k)
  • EOY near Best Version Media
  • EOY ind #3860

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 →

F & M Bancshares, Inc. Savings Incentive Plan in the asset neighbourhood

F & M Bancshares, Inc. Savings Incentive PlanF & M Bancshares, Inc. Savin…$13MBest Version Media$13MH.I.S. 401(k)$13MVertex Education, LLC 401(k) PlanVertex Education, LLC 401(k)…$13MSkeffington Enterprises, Inc. 401(k) PlanSkeffington Enterprises, Inc…$13M
End-of-year total assets ($M) among F & M Bancshares, Inc. Savings Incentive 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)$13M
Net Income$2M
Employer EIN730956567
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (F & M Bancshares, Inc.)

Sponsor-wide plan assets over time

All F & M Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 39.405030202538995% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.25M $12.9M ▲ +39.4%
Year Plans Participants Total Assets
2022 1 114 $9M
2023 1 112 $11M
2024 1 114 $13M

Nearby 401(k) Plans in Oklahoma

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

F & M Bancshares, Inc. Savings Incentive Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants F & M Bancshares, Inc. Savings Incentive Plan, Total assets ($B): 0.012892035 · Participants: 114F & M Bancshares, Inc. Savings Incentive 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
F & M Bancshares, Inc. Savings Incentive Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare F & M Bancshares, Inc. Savings Incentive Plan side-by-side with 3 peers →

F & M Bancshares, Inc. Savings Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Best Version Media in WI ($13M); by covered participants it is Falls Community Hospital 401(k) Plan in TX (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (114 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 F & M Bancshares, Inc. Savings Incentive Plan assets move in 2024? ▼
F & M Bancshares, Inc. Savings Incentive Plan grew sharply - up 19.3% during 2024, from $11M to $13M. Reported net income was $2M.
How have F & M Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), F & M Bancshares, Inc.'s sponsor-wide assets grew 39.4%, from $9M to $13M.
Which 401(k) plans are similar in size to F & M Bancshares, Inc. Savings Incentive Plan? ▼
Among 401(k) plans in other states, the closest by assets is Best Version Media in WI ($13M, 202 participants).
Which 401(k) plans cover a similar participant headcount to F & M Bancshares, Inc. Savings Incentive Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Falls Community Hospital 401(k) Plan in TX (114 participants, $3M 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 730956567.

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.