Plan5500

Bixby, 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, Bixby, OK has 12 loaded benefit plan(s) reported by 11 plan sponsor(s), with $38,145,021 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
11
Latest filing year
2023

What stands out in Bixby

  • 12 loaded plans hold $38.1M in reported assets across 11 sponsors.
  • The largest, Mabrey Bancorporation, Inc. Employees' Profit Sharing 401(K) Plan, holds 90% of reported Bixby plan assets.
  • Plans cover 584 participants — about 49 per plan.
  • 92% of loaded plans report full Schedule H/I financial statements.
  • 8% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$38.1MSummed across loaded plans$38,145,021
Total reported assets$38.1M$38,145,021
Total reported participants584
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$38.1M total assets
Net assets$38.1MLiabilities$0
Contributions & income
Employer contributions$568.2K
Participant contributions$1.6M
Total income / additions$8.8M
Expenses & distributions
Benefits paid / distributions$2.9M
Total expenses$3M
Net increase / (decrease)$5.8M

Data coverage

Plans with financial statements11 / 12 (92%)
Plans with provider compensation1 / 12 (8%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bixby, 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

Bixby market comparison

Largest plan share of assets90%Mabrey Bancorporation, Inc. Employees' Profit Sharing 401(K) Plan
Participants per plan49Average across loaded plans
Plan sponsors11
Ranked by reported assets

Largest loaded plans in Bixby

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

  1. 1
    Mabrey Bancorporation, Inc. Employees' Profit Sharing 401(K) Plan$34.5M
    Mabrey Bancorporation, Inc. · 2023
  2. 2
    Bowles Pharmacy Inc. Retirement Plan$1.6M
    Bowles Pharmacy Inc. · 2023
  3. 3
    Big Move Inc. Profit Sharing Plan$886.8K
    Big Move Inc. · 2023
  4. 4
    Thrive Family Investments Inc 401(K) Plan$400K
    Thrive Family Investments Inc · 2023
  5. 5
    T&R Services, Inc. 401(K) Profit Sharing Plan$329.1K
    T&R Services, Inc. · 2023
  6. 6
    Macsavory Corporation Profit Sharing Plan$188.7K
    Macsavory Corporation · 2023
  7. 7
    Tbc Ventures Inc. 401(K) Plan$104.7K
    Tbc Ventures Inc. · 2023
  8. 8
    B&L Coffee Corp. Retirement Plan$99.5K
    B&L Coffee Corp. · 2023
  9. 9
    Ps119 Corporation 401(K) Plan$31.1K
    Ps119 Corporation · 2023
  10. 10
    Terra Nova Employee Pension Plan$27.7K
    Terra Nova Properties, LLC · 2023
  11. 11
    Green Country Comfort, Inc. 401(K) Plan$0
    Green Country Comfort, Inc. · 2023
  12. 12
    Mabrey Bancorporation Welfare Benefit Plannot reported in the loaded dataset
    Mabrey Bancorporation, Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bixby, OK?
12 plan(s) reported by 11 sponsor(s) are loaded for Bixby, OK.

Related Form 5500 pages