Plan Ledger DOL Form 5500 · updated monthly

Chickasaw Community Bank401(k)

CHICKASAW COMMUNITY BANK 401(K) PLAN · OKLAHOMA CITY, OK · plan year 2023

Reported admin expense ratio · 2023
0.32%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Chickasaw Community Bank reported $21,321 in plan administrative expenses for 2023: 0.32% of average plan assets, below the peer median. Employer contributions averaged $5,559 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.31% to 0.35%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Oklahoma (462nd of 724), and 4,230th of 4,798 in finance & insurance. In 2023, employees put in $1.57 for every $1.00 the employer contributed; active participation has shrunk from 116 to 75 since 2022.

Plan summary
Net assets, end of year$7,488,163
Participants with balances130
Active participants75
Employer contributions$416,947
Employee contributions$653,353
Employer contribution per active participant$5,559
Average account balance$57,601
Benefits paid to participants$792,176
Plan auditUnmodified (clean) audit opinion
AuditorPRICE KUBECKA
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 66 accts · $264K emplr
2023$7.5M · 130 accts · $417K emplr
2022$6.0M · 145 accts · $487K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$21,321
Total administrative$21,321
The Chickasaw Community Bank 401(k) match · 2023
Employer contribution per active participant$5,559
Median for plans this size$1,308
2024$6,001 per active participant
2023$5,559 per active participant
2022$4,201 per active participant

Chickasaw Community Bank's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
JPMORGAN INVEST HOLDINGS LLC$21,321

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$24,985 · 0.35%
2023$21,321 · 0.32%
2022$18,789 · 0.31%
Same employer
Similar plansFinance & Insurance · Oklahoma
Midstate Bancorp, Inc. OK$9.8M · 0.45%
Firstbank OK$8.6M · 0.69%
Exencial Wealth Advisors OK$7.9M · 0.33%
Vast Bank OK$7.1M · 0.36%
Bankonit, LLC OK$6.3M · 0.07%
Grand Savings Bank OK$6.2M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730242063 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.