Bank of Oklahoma
custodian7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9+1 YoYRank #1666 of mapped providers
Assets under administration$842M0.0%Market share · rank #4055
Fees received$297,729Median $28,998/planSum across Schedule C direct + indirect
Net wins YoY+12 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Bank of Oklahoma plan look like?
Service mix · median fees per plan
Count of plans where Bank of Oklahoma ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (bank, trust company, or similar financial institution); Direct payment from the planCode 21 | 4 | $18,142 | |
Consulting (general); Other feesCode 16 | 1 | $40,000 | |
Trustee (directed)Code 25 | 1 | $19,771 | |
Investment advisory (plan); Consulting feesCode 27 | 1 | $15,488 | |
Investment management; Direct payment from the planCode 28 | 1 | $34,681 | |
Other servicesCode 49 | 1 | $33,212 |
Competitor overlap
Percent of Bank of Oklahoma's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Bank of Oklahoma.
| Sponsor | From | Assets |
|---|---|---|
INTEGRIS HEALTH, INC.OK · 731192764-004 | Fidelity Investments | $27M |
RTL NETWORKS INCCO · 810565568-002 | Minnesota Life Insurance Company | $4M |
Plans lost in 2024
Appeared last year under Bank of Oklahoma; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTEGRIS HEALTH, INC.OK · 731192764-001 | $423M | 5,696 | $112,049 | 9y | - |
ILLINOIS EDUCATION ASSOCIATIONIL · 370343490-001 | $180M | 265 | $34,681 | 10y | - |
TRUMAN MEDICAL CENTERSMO · 440661018-002 | $98M | 2,099 | $33,212 | 7y | - |
W.H. BRAUM, INC.OK · 300288982-002 | $55M | 2,912 | $40,000 | 10y | 1 |
WALSWORTH PUBLISHING COMPANY, INC.MO · 430718484-001 | $43M | 598 | $28,998 | 10y | - |
INTEGRIS HEALTH, INC.OK · 731192764-004 | $27M | 1,788 | $6,244 | 1y | - |
ALTURA COMMUNICATON SOLUTIONS, LLCOK · 330988967-002 | $12M | 211 | $7,286 | 10y | - |
RTL NETWORKS INCCO · 810565568-002 | $4M | 103 | $15,488 | 1y | 1 |
THE OKLAHOMA PUBLISHING COMPANYOK · 731390378-001 | $0 | 0 | $19,771 | 10y | 1 |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (7)
Raw Schedule C names collapsed into Bank of Oklahoma.
- AMERIPRIZE FINANCIAL SERVICES, INC.
- AMERIPROSE FINANCIAL SERVICES LLC
- AMERIPRSE FINANCIAL SERVICES LLC
- BANK OF OKLAHOMA
- BANK OF OKLAHOMA FINANCIAL
- BANK OF OKLAHOMA, N.A.
- BANK OF OKLAHOMA, NA
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Bank of Oklahoma's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 11.11% | 7.76% | +3.35 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 1 | 11.11% | 0.14% | +10.97 pp |
| Corrective distributions | 1 | 11.11% | 1.76% | +9.35 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Bank of Oklahoma. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Bank of Oklahoma's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Mercer | 2 | 22.2% |
| Milliman | 2 | 22.2% |
| Aon | 1 | 11.1% |
| Concurrent Investment Advisors LLC | 1 | 11.1% |
| Emerald Advisers | 1 | 11.1% |
| Marquette Associates | 1 | 11.1% |
| The Monroe Vos Consulting Group Inc. | 1 | 11.1% |
| OneDigital | 1 | 11.1% |
| Parametric Portfolio Associates | 1 | 11.1% |
| PIMCO | 1 | 11.1% |