401(k) · DOL Form 5500 · 2024

First National Bank and Trust Company 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
135
Participants Small participant base
78th
Percentile by assets National rank
$228,322
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Plan for Employees of First National Bank of Ardmore · Sponsored by First National Bank and Trust Company · Oklahoma · Finance & Insurance

$31M in assets, 135 participants

First National Bank and Trust Company's Retirement Plan for Employees of First National Bank of Ardmore reported $31M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,584 in Finance & Insurance (8,549 peers)

Coverage in Oklahoma

Retirement Plan for Employees of First National Bank of Ardmore covers 135 participants in Oklahoma, about 18% of the average Oklahoma filer (state average ~760 per filing). Assets: $31M.

#5,584
in Finance & Insurance (8,549 peers)
+8.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Retirement Plan for Employees of First National Bank of Ardmore's outsized position by total assets

Retirement Plan for Employees of First National Bank of Ardmore vs every filed plan by assets

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

$30,823,495 Top 22% higher than 78% 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

Retirement Plan for Employees of First National Bank of Ardmore 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. Retirement Plan for Employees of First National Bank of Ardmore sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan for Employees of First National Bank of Ardmore reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Retirement Plan for Employees of First National Bank of Ardmore reported participants rose from 121 in the plan year 2023 filing to 135 in the plan year 2024 filing.
  • Retirement Plan for Employees of First National Bank of Ardmore end-of-year assets rose from $29M in the plan year 2023 filing to $31M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 730130930 · First National Bank and Trust Company PY 2024 · 401(k)

Retirement Plan for Employees of First National Bank of Ardmore · $31M · 135 · 78th

  • 5500 $31M
  • ASSETS 135
  • PCT 78th
  • EIN 401(k)
  • RANK near Butler National Corporation 401(k) Profit Sharing Plan
  • PHOTO ind #5584

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 →

Retirement Plan for Employees of First National Bank of Ardmore in the asset neighbourhood

Butler National Corporation 401(k) Profit Sharing PlanButler National Corporation …$31MCorporex Family of Companies 401(k) PlanCorporex Family of Companies…$31MNorris Electric Cooperative 401(k) PlanNorris Electric Cooperative …$31MRetirement Plan for Employees of First National Bank of ArdmoreRetirement Plan for Employee…$31MWdi, LLC 401(k) Plan$31M
End-of-year total assets ($M) among Retirement Plan for Employees of First National Bank of Ardmore and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$31M
Net Income$2M
Employer EIN730130930
Plan Effective Date1958-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (First National Bank and Trust Company)

Sponsor-wide plan assets over time

All First National Bank and Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$31M 20.33899813800225% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25.6M $30.8M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 118 $26M
2023 1 121 $29M
2024 1 135 $31M

Nearby 401(k) Plans in Oklahoma

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

Retirement Plan for Employees of First National Bank of Ardmore vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Retirement Plan for Employees of First National Bank of Ardmore, Total assets ($B): 0.030823495 · Participants: 135Retirement Plan for Employees of First National Bank of ArdmoreQuiktrip 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
Retirement Plan for Employees of First National Bank of Ardmore vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Retirement Plan for Employees of First National Bank of Ardmore side-by-side with 3 peers →

Retirement Plan for Employees of First National Bank of Ardmore's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Butler National Corporation 401(k) Profit Sharing Plan in KS ($31M); by covered participants it is Ahold Delhaize USA 401(k) Plan in MA (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Retirement Plan for Employees of First National Bank of Ardmore assets move in 2024? ▼
Retirement Plan for Employees of First National Bank of Ardmore grew at a solid clip - up 8.0% during 2024, from $29M to $31M. Reported net income was $2M.
How have First National Bank and Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First National Bank and Trust Company's sponsor-wide assets grew 20.3%, from $26M to $31M.
Where does Retirement Plan for Employees of First National Bank of Ardmore rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of First National Bank of Ardmore ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Retirement Plan for Employees of First National Bank of Ardmore? ▼
Among 401(k) plans in other states, the closest by assets is Butler National Corporation 401(k) Profit Sharing Plan in KS ($31M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Plan for Employees of First National Bank of Ardmore? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Delhaize USA 401(k) Plan in MA (135 participants, N/A 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 730130930.

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.