How big is Oklahoma Heritage Bank's plan?

Oklahoma Heritage Bank's plan reported $629K in assets and 19 participants for 2024.

Original filing (PDF)20251002102717NAL0000272883001

Oklahoma Heritage Bank

Name: Oklahoma Heritage Bank — Oklahoma Heritage Bank, Form 5500 (2024)
Creator: Oklahoma Heritage Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oklahoma Heritage Bank 401(k) Retirement Plan

401(k) retirement plan · Oklahoma Heritage Bank's Oklahoma Heritage Bank 401(k) Retirement Plan held $629K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$629K

Net assets (EOY)

$629K

Plan identifiers

Oklahoma Heritage Bank's EIN is 73-1055748.

EIN 73-1055748

Plan number 001

Plan year 2024

ACK ID 20251002102717NAL0000272883001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oklahoma Heritage Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oklahoma Heritage Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OKLAHOMA HERITAGE BANK.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score