401(k) · DOL Form 5500 · 2024

The First National Bank and Trust Co., Chickasha 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
161
Participants Small participant base
80th
Percentile by assets National rank
$229,376
Avg per participant Above avg balance/head
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Official DOL plan name: The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan · Sponsored by The First National Bank and Trust Co., Chickasha · Oklahoma · Finance & Insurance

$37M in assets, 161 participants

The First National Bank and Trust Co., Chickasha's The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan reported $37M in total assets and 161 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,931 in Finance & Insurance (8,549 peers)

Coverage in Oklahoma

The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan covers 161 participants in Oklahoma, about 21% of the average Oklahoma filer (state average ~760 per filing). Assets: $37M.

#5,931
in Finance & Insurance (8,549 peers)
+4.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan's outsized position by total assets

The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan vs every filed plan by assets

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

$36,929,562 Top 20% higher than 80% 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

The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and 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. The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan reported net income rose from -$511K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan end-of-year assets rose from $35M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan reported participants fell from 164 in the plan year 2023 filing to 161 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 730181535 · The First National Bank and Trust Co., Chickasha PY 2024 · 401(k)

The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan · $37M · 161 · 80th

  • PCT $37M
  • PCT 161
  • PCT 80th
  • PCT 401(k)
  • PCT near First Citizens National Bank 401(k) Plan
  • PCT ind #5931

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 →

The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan in the asset neighbourhood

The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership PlanThe First National Bank and …$37MFirst Citizens National Bank 401(k) PlanFirst Citizens National Bank…$37MKtpo 401(k) Plan for Hourly EmployeesKtpo 401(k) Plan for Hourly …$37MNew Jersey Nursing Home 401(k) and Profit Sharing PlanNew Jersey Nursing Home 401(…$37MFlywire Retirement Plan$37M
End-of-year total assets ($M) among The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and 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)$35M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN730181535
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The First National Bank and Trust Co., Chickasha)

Sponsor-wide plan assets over time

All The First National Bank and Trust Co., Chickasha plans reported in each filing year

Latest sponsor-wide plan assets
$37M 2.8976723869219048% vs 2022
2024 filing year
$35M$36M$37M$38M 202220232024 $35.9M $36.9M ▲ +2.9%
Year Plans Participants Total Assets
2022 1 161 $36M
2023 1 164 $35M
2024 1 161 $37M

Nearby 401(k) Plans in Oklahoma

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

The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan, Total assets ($B): 0.036929562 · Participants: 161The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and 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
The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan side-by-side with 3 peers →

The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is First Citizens National Bank 401(k) Plan in TN ($37M); by covered participants it is Shallenberger Construction, Inc. 401(k) Davis Bacon Plan in PA (161 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (161 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 The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan assets move in 2024? ▼
The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan edged up modestly - up 4.7% during 2024, from $35M to $37M. Reported net income was $2M.
How have The First National Bank and Trust Co., Chickasha plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The First National Bank and Trust Co., Chickasha's sponsor-wide assets grew 2.9%, from $36M to $37M.
Where does The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan ranks in the 80th 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 The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Citizens National Bank 401(k) Plan in TN ($37M, 284 participants).
Which 401(k) plans cover a similar participant headcount to The First National Bank and Trust Co., Chickasha Oklahoma Savings Incentive and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shallenberger Construction, Inc. 401(k) Davis Bacon Plan in PA (161 participants, $12M 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 730181535.

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.