Retirement plan

COREBANK 401(K) RETIREMENT PLAN

Name: COREBANK - COREBANK 401(K) RETIREMENT PLAN (2025) Form 5500
Creator: COREBANK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COREBANK 401(K) RETIREMENT PLAN, COREBANK

COREBANKEIN 73-0686264Plan #001PY 2025

406 N.W. 12TH - OKLAHOMA CITY, OK 73103405-605-2368corebankok.comLinkedIn1-10 employeesbanking

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$113K

+4980.6% from 2024

Total participants

-5.3% from 2024

Average account balance

$7,081

+535.1% from 2024

Annual return

50.00%

+91.58 pp from 2024

Benchmarks

See 17,871 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort17,871 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$113K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$7K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$110K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+50.00%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$7,081

$223,823-96.8%

$211,142-96.6%

$154,746-95.4%

Participation rate

87.5%

87.9%-0.4pp

87.3%+0.2pp

80.7%+6.8pp

Annual return

50.00%

50.39%-0.4pp

46.84%+3.2pp

172.34%-122.3pp

Employer contribution / active EE

$3,629

$6,787-46.5%

$6,442-43.7%

$4,379-17.1%

Participant deferral / active EE

$3,243

$9,750-66.7%

$9,284-65.1%

$6,730-51.8%

Admin fee / account holder

$19,707-100.0%

$19,076-100.0%

$14,365-100.0%

COREBANK 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

COREBANK 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion