BOKF, NA 401(k) and pension plans

BOKF, NA, Tulsa, OK. EIN 73-0780382. Annual reports 2009–2025. Also filed as Bank of Oklahoma, N.A.

BOKF, NA has one active retirement plan on file, the Bok Financial 401(k) Plan, with 6,556 participants and $1.3 billion in assets in 2025. BOK Financial has been its recordkeeper since 2010.

Active plans: 1
Participants: 6,556
Plan assets: $1.3 billion
401(k) recordkeeper: BOK Financial
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Bok Financial 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 73-0780382
Participants (2025): 6,556
Net assets (2025): $1.3 billion
Recordkeeper: BOK FinancialEarlier: Bank of Oklahoma (2009)
Plan administrator: Retirement Plan Committee of BOKF, NA
P.O Box 2300
Tulsa, OK 74192
(918) 588-6000As filed for 2025
In effect since: January 1, 1967

Plans merged into this one: Bok Financial Pension Plan (2022).

Earlier sponsor: Bank of Oklahoma, N.A. (2009).

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	6,556	$1.3 billion	BOK Financial
2024	6,501	$1.2 billion	BOK Financial
2023	6,431	$1.0 billion	BOK Financial
2022	6,297	$914 million	BOK Financial
2021	6,147	$1.1 billion	BOK Financial
2020	6,156	$912 million	BOK Financial
2019	6,337	$774 million	BOK Financial
2018	6,468	$632 million	BOK Financial
2017	5,897	$629 million	BOK Financial
2016	5,824	$521 million	BOK Financial
2015	5,657	$451 million	BOK Financial
2014	5,545	$437 million	BOK Financial
2013	5,418	$409 million	BOK Financial
2012	5,373	$318 million	BOK Financial
2011	5,063	$272 million	BOK Financial
2010	5,002	$251 million	BOK Financial
2009	5,020	$204 million	Bank of Oklahoma

Bok Financial Pension Plan

Cash balance pension, frozenMergedUnion (multiemployer)

Merged. In 2022 its assets moved to the Bok Financial 401(k) Plan, sponsored by BOKF, NA (EIN 73-0780382, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 003Employer EIN 73-0780382
Participants (2021): 694
Net assets (2021): $37.9 million
Plan administrator: BOKF, NA
P.O Box 2300
Tulsa, OK 74192
(918) 588-6000As filed for 2022
In effect since: May 1, 1987

Earlier sponsor: Bank of Oklahoma, N.A. (2009).

Year by year, 2009 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	0	$0	not listed
2021	694	$37.9 million	not listed
2020	790	$38.0 million	not listed
2019	838	$36.4 million	not listed
2018	905	$33.5 million	not listed
2017	1,025	$41.0 million	not listed
2016	1,156	$41.6 million	not listed
2015	1,281	$43.9 million	not listed
2014	1,353	$49.3 million	not listed
2013	1,432	$49.0 million	not listed
2012	1,599	$45.6 million	not listed
2011	1,692	$43.7 million	not listed
2010	1,789	$44.8 million	not listed
2009	1,913	$41.4 million	not listed

If you had money in one of these plans

Call BOK Financial, which runs the Bok Financial 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((918) 588-6000). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Bok Financial 401(k) Plan

Bok Financial Pension Plan

If you had money in one of these plans

What these numbers are

Other employers in OK