401(k) · DOL Form 5500 · 2024

Vision Bank 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
245
Participants Below avg headcount
71st
Percentile by assets National rank
$84,651
Avg per participant Below avg balance/head
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Official DOL plan name: Vision Bank Savings Incentive Plan · Sponsored by Vision Bank · Oklahoma · Finance & Insurance

$21M in assets, 245 participants

Vision Bank's Vision Bank Savings Incentive Plan reported $21M in total assets and 245 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,803 in Finance & Insurance (8,549 peers)

Coverage in Oklahoma

Vision Bank Savings Incentive Plan covers 245 participants in Oklahoma, about 32% of the average Oklahoma filer (state average ~760 per filing). Assets: $21M.

#4,803
in Finance & Insurance (8,549 peers)
-4.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vision Bank Savings Incentive Plan's outsized position by total assets

Vision Bank Savings Incentive Plan vs every filed plan by assets

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

$20,739,615 Top 29% higher than 71% 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

Vision Bank 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. Vision Bank Savings Incentive Plan sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vision Bank Savings Incentive Plan reported net income fell from $3M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Vision Bank Savings Incentive Plan end-of-year assets fell from $22M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Vision Bank Savings Incentive Plan reported participants fell from 253 in the plan year 2023 filing to 245 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 730120518 · Vision Bank PY 2024 · 401(k)

Vision Bank Savings Incentive Plan · $21M · 245 · 71st

  • ASSETS $21M
  • PCT 245
  • EIN 71st
  • RANK 401(k)
  • PHOTO near Paxxus, Inc. Employees Profit Sharing and 401(k) Plan
  • IND ind #4803

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 →

Vision Bank Savings Incentive Plan in the asset neighbourhood

Vision Bank Savings Incentive PlanVision Bank Savings Incentiv…$21MPaxxus, Inc. Employees Profit Sharing and 401(k) PlanPaxxus, Inc. Employees Profi…$21MRowmark, LLC Retirement Plan$21MHub Pen Company, LLC 401(k) PlanHub Pen Company, LLC 401(k) …$21MEast Bank Club Retirement and Savings PlanEast Bank Club Retirement an…$21M
End-of-year total assets ($M) among Vision Bank Savings Incentive Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$21M
Net Income-$1M
Employer EIN730120518
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vision Bank)

Sponsor-wide plan assets over time

All Vision Bank plans reported in each filing year

Latest sponsor-wide plan assets
$21M 11.920656171580896% vs 2022
2024 filing year
$18M$19M$20M$21M$22M$23M 202220232024 $18.5M $20.7M ▲ +11.9%
Year Plans Participants Total Assets
2022 1 204 $19M
2023 1 253 $22M
2024 1 245 $21M

Nearby 401(k) Plans in Oklahoma

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

Vision Bank Savings Incentive Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Vision Bank Savings Incentive Plan, Total assets ($B): 0.020739615 · Participants: 245Vision Bank 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
Vision Bank Savings Incentive Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Vision Bank Savings Incentive Plan side-by-side with 3 peers →

Vision Bank Savings Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Paxxus, Inc. Employees Profit Sharing and 401(k) Plan in IL ($21M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (245 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (245 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 Vision Bank Savings Incentive Plan assets move in 2024? ▼
Vision Bank Savings Incentive Plan edged down modestly - down 4.8% during 2024, from $22M to $21M. Reported net income was -$1M.
How have Vision Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vision Bank's sponsor-wide assets grew 11.9%, from $19M to $21M.
Which 401(k) plans are similar in size to Vision Bank Savings Incentive Plan? ▼
Among 401(k) plans in other states, the closest by assets is Paxxus, Inc. Employees Profit Sharing and 401(k) Plan in IL ($21M, 191 participants).
Which 401(k) plans cover a similar participant headcount to Vision Bank Savings Incentive Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (245 participants, $6M 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 730120518.

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.