401(k) · DOL Form 5500 · 2024

First Oklahoma Bank 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
110
Participants Small participant base
68th
Percentile by assets National rank
$162,189
Avg per participant Above avg balance/head
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Official DOL plan name: First Oklahoma Bank 401(k) Employee Stock Ownership Plan · Sponsored by First Oklahoma Bank · Oklahoma · Finance & Insurance

$18M in assets, 110 participants

First Oklahoma Bank's First Oklahoma Bank 401(k) Employee Stock Ownership Plan reported $18M in total assets and 110 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,481 in Finance & Insurance (8,549 peers)

Coverage in Oklahoma

First Oklahoma Bank 401(k) Employee Stock Ownership Plan covers 110 participants in Oklahoma, about 14% of the average Oklahoma filer (state average ~760 per filing). Assets: $18M.

#4,481
in Finance & Insurance (8,549 peers)
+8.1%
assets growth YoY

First Oklahoma Bank 401(k) Employee Stock Ownership Plan's outsized position by total assets

First Oklahoma Bank 401(k) Employee Stock Ownership Plan vs every filed plan by assets

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

$17,840,781 Top 32% higher than 68% 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

First Oklahoma Bank 401(k) Employee Stock Ownership 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. First Oklahoma Bank 401(k) Employee Stock Ownership Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Oklahoma Bank 401(k) Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • First Oklahoma Bank 401(k) Employee Stock Ownership Plan reported participants fell from 127 in the plan year 2023 filing to 110 in the plan year 2024 filing.
  • First Oklahoma Bank 401(k) Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 730258330 · First Oklahoma Bank PY 2024 · 401(k)

First Oklahoma Bank 401(k) Employee Stock Ownership Plan · $18M · 110 · 68th

  • BOY $18M
  • SCH 110
  • EBSA 68th
  • PART 401(k)
  • TYPE near Gts Platform 401(k) Plan
  • NET ind #4481

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 →

First Oklahoma Bank 401(k) Employee Stock Ownership Plan in the asset neighbourhood

First Oklahoma Bank 401(k) Employee Stock Ownership PlanFirst Oklahoma Bank 401(k) E…$18MGts Platform 401(k) Plan$18MMgc Contractors, Inc. 401(k) PlanMgc Contractors, Inc. 401(k)…$18MStarburst Data, Inc. 401(k) PlanStarburst Data, Inc. 401(k) …$18MUnited Tile/Sonoma Tilemakers 401(k) PlanUnited Tile/Sonoma Tilemaker…$18M
End-of-year total assets ($M) among First Oklahoma Bank 401(k) Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$1M
Employer EIN730258330
Plan Effective Date2009-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Oklahoma Bank)

Sponsor-wide plan assets over time

All First Oklahoma Bank plans reported in each filing year

Latest sponsor-wide plan assets
$18M 22.619588212787082% vs 2022
2024 filing year
$14M$15M$16M$17M$18M$19M 202220232024 $14.6M $17.8M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 126 $15M
2023 1 127 $17M
2024 1 110 $18M

Nearby 401(k) Plans in Oklahoma

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

First Oklahoma Bank 401(k) Employee Stock Ownership Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants First Oklahoma Bank 401(k) Employee Stock Ownership Plan, Total assets ($B): 0.017840781 · Participants: 110First Oklahoma Bank 401(k) Employee Stock Ownership 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
First Oklahoma Bank 401(k) Employee Stock Ownership Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare First Oklahoma Bank 401(k) Employee Stock Ownership Plan side-by-side with 3 peers →

First Oklahoma Bank 401(k) Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Gts Platform 401(k) Plan in GA ($18M); by covered participants it is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (110 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 First Oklahoma Bank 401(k) Employee Stock Ownership Plan assets move in 2024? ▼
First Oklahoma Bank 401(k) Employee Stock Ownership Plan grew at a solid clip - up 8.1% during 2024, from $17M to $18M. Reported net income was $1M.
How have First Oklahoma Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Oklahoma Bank's sponsor-wide assets grew 22.6%, from $15M to $18M.
Which 401(k) plans are similar in size to First Oklahoma Bank 401(k) Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gts Platform 401(k) Plan in GA ($18M, 140 participants).
Which 401(k) plans cover a similar participant headcount to First Oklahoma Bank 401(k) Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 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 730258330.

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.