Plan5500

Bristow, 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, Bristow, OK has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $2,781,905 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 Bristow

  • 2 loaded plans hold $2.8M in reported assets across 2 sponsors.
  • The largest, Rajon LLC Dba Vertical Aerospace 401(K) Plan, holds 94% of reported Bristow plan assets.
  • Plans cover 72 participants — about 36 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$2.8MSummed across loaded plans$2,781,905
Total reported assets$2.8M$2,781,905
Total reported participants72
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.8M total assets
Net assets$2.8MLiabilities$0
Contributions & income
Employer contributions$177.7K
Participant contributions$222K
Total income / additions$858.6K
Expenses & distributions
Benefits paid / distributions$123.3K
Total expenses$135.4K
Net increase / (decrease)$723.3K

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 Bristow, 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

Bristow market comparison

Largest plan share of assets94%Rajon LLC Dba Vertical Aerospace 401(K) Plan
Participants per plan36Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Bristow

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

  1. 1
    Rajon LLC Dba Vertical Aerospace 401(K) Plan$2.6M
    Rajon LLC Dba Vertical Aerospace · 2023
  2. 2
    Jd32418 Enterprise Inc. Retirement Plan$159K
    Jd32418 Enterprise Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages