Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PERRY BANCSHARES, INC.
EIN 73-1153553Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$12.2M assets
Welfare
0
Participants
160
P.O. BOX 797 - OKLAHOMA CITY, OK 73126580-336-5531
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.2M assets / 160 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC.
401k
Assets$7.3M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC.
ESOP
Assets$4.8M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. | 401k | $7.3M | 81 | 2025 | |
| 003 | EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF PERRY BANCSHARES, INC. | ESOP | $4.8M | 79 | 2025 |
Retirement plans