Southwest Bancorp
Plan context: Southwest Bancorp Defined Benefit Pension Plan
EIN 95-3988618 • Irvine, CA • 33 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$1,379,664
2024 Contributions
$20,614
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $1,379,664 | $0 | - |
| Southwest Bancorp Defined Benefit Pension Plan | - | 2 | $1,379,664 | $0 | - |
| 2023 | 1 | 2 | $1,273,416 | $0 | - |
| Southwest Bancorp Defined Benefit Pension Plan | - | 2 | $1,273,416 | $0 | - |
| 2022 | 1 | 2 | $1,170,226 | $0 | - |
| Southwest Bancorp Defined Benefit Pension Plan | - | 2 | $1,170,226 | $0 | - |
| 2021 | 1 | 2 | $5,209,554 | $0 | - |
| Southwest Bancorp Defined Benefit Pension Plan | - | 2 | $5,209,554 | $0 | - |
| 2019 | 1 | 2 | $4,707,090 | $0 | - |
| Southwest Bancorp Defined Benefit Pension Plan | - | 2 | $4,707,090 | $0 | - |
| 2018 | 1 | 4 | $4,479,238 | $0 | - |
| Southwest Bancorp Defined Benefit Pension Plan | - | 4 | $4,479,238 | $0 | - |
| 2017 | 1 | 4 | $4,268,859 | $0 | - |
| Southwest Bancorp Defined Benefit Pension Plan | - | 4 | $4,268,859 | $0 | - |
| 2016 | 1 | 4 | $3,994,710 | $0 | - |
| Southwest Bancorp Defined Benefit Pension Plan | - | 4 | $3,994,710 | $0 | - |
| 2015 | 1 | 4 | $3,876,346 | $0 | - |
| Southwest Bancorp Defined Benefit Pension Plan | - | 4 | $3,876,346 | $0 | - |
| 2014 | 1 | 4 | $3,722,976 | $0 | - |
| Southwest Bancorp Defined Benefit Pension Plan | - | 4 | $3,722,976 | $0 | - |
| 2013 | 1 | 4 | $3,520,779 | $0 | - |
| Southwest Bancorp Defined Benefit Pension Plan | - | 4 | $3,520,779 | $0 | - |
| 2012 | 2 | 5 | $3,099,700 | $0 | - |
| Southwest Bancorp Defined Benefit Pension Plan | - | 5 | $3,099,700 | $0 | - |
| SOUTHWEST BANCORP EMPLOYEES 401K PLAN | - | 0 | $0 | $0 | - |
| 2011 | 2 | 6 | $3,052,031 | $0 | - |
| Southwest Bancorp Defined Benefit Pension Plan | - | 6 | $3,009,212 | $0 | - |
| SOUTHWEST BANCORP 401K PLAN | - | 3 | $42,819 | $0 | - |
| 2010 | 2 | 6 | $3,131,757 | $0 | - |
| Southwest Bancorp Defined Benefit Pension Plan | - | 6 | $3,088,945 | $0 | - |
| SOUTHWEST BANCORP 401K PLAN | - | 3 | $42,812 | $0 | - |
| 2009 | 2 | 6 | $3,253,468 | $0 | - |
| Southwest Bancorp Profit Sharing Plan | - | 6 | $3,207,653 | $0 | - |
| SOUTHWEST BANCORP 401K PLAN | - | 3 | $45,815 | $0 | - |
| 2008 | 2 | 7 | $3,220,811 | $0 | - |
| Southwest Bancorp Profit Sharing Plan | - | 7 | $3,175,213 | - | - |
| SOUTHWEST BANCORP 401K PLAN | - | 5 | $45,598 | - | - |
| 2007 | 2 | 7 | $3,143,006 | $0 | - |
| Southwest Bancorp Profit Sharing Plan | - | 7 | $3,143,006 | - | - |
| SOUTHWEST BANCORP 401K PLAN | - | 5 | - | - | - |
| 2006 | 2 | 7 | $2,817,091 | $20,614 | $2,945iApproximate average salary by contribution assumption: employee only about $73,621 at 4% or $49,081 at 6%; with 50% employer match about $49,081 at 4% or $32,721 at 6%; with 100% employer match about $36,811 at 4% or $24,540 at 6%. |
| Southwest Bancorp Profit Sharing Plan | - | 7 | $2,778,985 | - | - |
| SOUTHWEST BANCORP 401K PLAN | - | 5 | $38,106 | $20,614 | $4,123iApproximate average salary by contribution assumption: employee only about $103,070 at 4% or $68,713 at 6%; with 50% employer match about $68,713 at 4% or $45,809 at 6%; with 100% employer match about $51,535 at 4% or $34,357 at 6%. |
| 2005 | 2 | 6 | $2,499,047 | $314,951 | $52,492iApproximate average salary by contribution assumption: employee only about $1,312,296 at 4% or $874,864 at 6%; with 50% employer match about $874,864 at 4% or $583,243 at 6%; with 100% employer match about $656,148 at 4% or $437,432 at 6%. |
| Southwest Bancorp Profit Sharing Plan | - | 6 | $2,482,096 | $298,000 | $49,667iApproximate average salary by contribution assumption: employee only about $1,241,667 at 4% or $827,778 at 6%; with 50% employer match about $827,778 at 4% or $551,852 at 6%; with 100% employer match about $620,833 at 4% or $413,889 at 6%. |
| SOUTHWEST BANCORP 401K PLAN | - | 4 | $16,951 | $16,951 | $4,238iApproximate average salary by contribution assumption: employee only about $105,944 at 4% or $70,629 at 6%; with 50% employer match about $70,629 at 4% or $47,086 at 6%; with 100% employer match about $52,972 at 4% or $35,315 at 6%. |
| 2004 | 1 | 3 | $1,923,952 | $263,000 | $87,667iApproximate average salary by contribution assumption: employee only about $2,191,667 at 4% or $1,461,111 at 6%; with 50% employer match about $1,461,111 at 4% or $974,074 at 6%; with 100% employer match about $1,095,833 at 4% or $730,556 at 6%. |
| Southwest Bancorp Profit Sharing Plan | - | 3 | $1,923,952 | $263,000 | $87,667iApproximate average salary by contribution assumption: employee only about $2,191,667 at 4% or $1,461,111 at 6%; with 50% employer match about $1,461,111 at 4% or $974,074 at 6%; with 100% employer match about $1,095,833 at 4% or $730,556 at 6%. |
| 2003 | 1 | 3 | $1,471,876 | $206,000 | $68,667iApproximate average salary by contribution assumption: employee only about $1,716,667 at 4% or $1,144,444 at 6%; with 50% employer match about $1,144,444 at 4% or $762,963 at 6%; with 100% employer match about $858,333 at 4% or $572,222 at 6%. |
| Southwest Bancorp Profit Sharing Plan | - | 3 | $1,471,876 | $206,000 | $68,667iApproximate average salary by contribution assumption: employee only about $1,716,667 at 4% or $1,144,444 at 6%; with 50% employer match about $1,144,444 at 4% or $762,963 at 6%; with 100% employer match about $858,333 at 4% or $572,222 at 6%. |
| 2002 | 1 | 0 | $0 | $0 | - |
| Southwest Bancorp Profit Sharing Plan | - | 0 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Southwest Bancorp Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 1 | 4 | $703,070 | $0 | - |
| Southwest Bancorp Profit Sharing Plan | - | 4 | $703,070 | - | - |
| 1999 | 1 | 5 | $691,054 | $40,163 | $8,033iApproximate average salary by contribution assumption: employee only about $200,815 at 4% or $133,877 at 6%; with 50% employer match about $133,877 at 4% or $89,251 at 6%; with 100% employer match about $100,408 at 4% or $66,938 at 6%. |
| Southwest Bancorp Profit Sharing Plan | - | 5 | $691,054 | $40,163 | $8,033iApproximate average salary by contribution assumption: employee only about $200,815 at 4% or $133,877 at 6%; with 50% employer match about $133,877 at 4% or $89,251 at 6%; with 100% employer match about $100,408 at 4% or $66,938 at 6%. |