Plan5500

Alva, OK Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Alva, OK has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $28,649,811 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Alva

  • 2 loaded plans hold $28.6M in reported assets across 2 sponsors.
  • The largest, Grace Investment Company, Inc. Esop Plan, holds 99% of reported Alva plan assets.
  • Plans cover 246 participants — about 123 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$28.1MSummed across loaded plans$28,149,709
Total reported assets$28.6M$28,649,811
Total reported participants246
Total reported liabilities$500.1K$500,102

Reported net position

Reported assets = net assets + liabilities (summed)$28.6M total assets
Net assets$28.1MLiabilities$500.1K
Contributions & income
Employer contributions$403.2K
Participant contributionsNot reported
Total income / additions$4M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$2.8M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Alva, OK plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Alva market comparison

Largest plan share of assets99%Grace Investment Company, Inc. Esop Plan
Participants per plan123Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Alva

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Grace Investment Company, Inc. Esop Plan$28.3M
    Grace Investment Company, Inc. · 2023
  2. 2
    Myers Bancshares, Inc. Employee Stock Ownership Plan$343.7K
    Myers Bancshares, Inc. · 2023

Largest plans in Alva → · Alva plans by participants → · Alva plans with financial data → · Alva plans with provider compensation → · $1B+ plans in Alva →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Alva, OK?
2 plan(s) reported by 2 sponsor(s) are loaded for Alva, OK.

Related Form 5500 pages