Filings through .
Bok Financial Asset Management, Inc
Matched across 44 name variants in the filings
Bok Financial Asset Management, Inc summary
Bok Financial Asset Management, Inc appears on 204 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $12.5B in assets for 544,113 participants. The median client plan holds $17.6M. Most client plans are sponsored in OK, TX and NM. The largest clients by plan assets are The Williams Companies, Inc., Bokf, NA and Citgo Petroleum Corporation. Plans reported $12.6M in direct and indirect compensation paid to Bok Financial Asset Management, Inc. The median is $39K per plan.
- Participants
- 544,113
- Median plan assets
- $17.6M
- Median plan participants
- 329
- Median fees per plan
- $39K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| The Williams Companies, Inc. | OK | $1.4B | 10,460 |
| Bokf, NA | OK | $1.3B | 6,556 |
| Citgo Petroleum Corporation, plan 004 | TX | $857M | 5,935 |
| Citgo Petroleum Corporation, plan 002 | TX | $508M | 4,011 |
| The University of Tulsa | OK | $460M | 2,808 |
| Spend Life Wisely Company, Inc. | OK | $402M | 2,907 |
| Oklahoma Heart Hospital LLC | OK | $395M | 3,072 |
| Aaon, Inc. | OK | $381M | 6,605 |
| New Mexico Electricians Retirement Benefit Fund | NM | $278M | 2,745 |
| Warren Equipment Company | TX | $262M | 2,903 |
| Matrix Service Company | OK | $235M | 2,659 |
| Martin Sprocket & Gear, Inc. | TX | $226M | 1,935 |
| Watco Companies, L.L.C. | KS | $225M | 4,865 |
| Associated Wholesale Grocers, Inc. | KS | $189M | 503 |
| George's, Inc. | AR | $157M | 7,799 |
| Stark & Stark, PC | NJ | $152M | 311 |
| Halo Branded Solutions, Inc. | IL | $151M | 2,239 |
| Cactus Drilling Company, LLC | OK | $147M | 1,627 |
| Flintco, LLC | OK | $135M | 1,301 |
| Kaiser-Francis Oil Company | OK | $121M | 458 |
| Webco Industries, Inc. | OK | $112M | 1,628 |
| Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C. | OK | $108M | 228 |
| Explorer Pipeline Company | OK | $104M | 295 |
| Evercommerce Solutions, Inc. | CO | $99.4M | 2,056 |
| Nexpoint Advisors, L.P. | TX | $97.0M | 635 |
- OKParticipants 10,460
- Bokf, NA$1.3BOKParticipants 6,556
- TXParticipants 5,935
- TXParticipants 4,011
- OKParticipants 2,808
- OKParticipants 2,907
- OKParticipants 3,072
- Aaon, Inc.$381MOKParticipants 6,605
- NMParticipants 2,745
- TXParticipants 2,903
- OKParticipants 2,659
- TXParticipants 1,935
- KSParticipants 4,865
- KSParticipants 503
- George's, Inc.$157MARParticipants 7,799
- Stark & Stark, PC$152MNJParticipants 311
- ILParticipants 2,239
- OKParticipants 1,627
- Flintco, LLC$135MOKParticipants 1,301
- OKParticipants 458
- OKParticipants 1,628
- OKParticipants 228
- OKParticipants 295
- COParticipants 2,056
- Nexpoint Advisors, L.P.$97.0MTXParticipants 635
Top client states
- OK80 plans
- TX63 plans
- NM14 plans
- CO11 plans
- KS8 plans
Frequently asked questions
- Who uses Bok Financial Asset Management, Inc?
- 204 retirement plans list Bok Financial Asset Management, Inc as a service provider on Schedule C of Form 5500. The largest clients by plan assets include The Williams Companies, Inc., Bokf, NA, Citgo Petroleum Corporation and The University of Tulsa. Most client plans are sponsored in OK, TX and NM.
- How many plans does Bok Financial Asset Management, Inc serve?
- Bok Financial Asset Management, Inc serves 204 retirement plans with $12.5B in plan assets and 544,113 participants, based on the latest Form 5500 filings through 2024.
- What does Bok Financial Asset Management, Inc charge?
- Plans reported $12.6M in total Schedule C compensation paid to Bok Financial Asset Management, Inc. The median plan paid $39K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served204-14 YoYRank #106 of mapped providers
Assets under administration$12.5B0.0%Rank #1032 by share of filed assets
Fees received$13MMedian $39,080/planSum across Schedule C direct + indirect
Net wins YoY-913 won - 22 lostPlan-level switch detection
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