Broken Arrow, 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, Broken Arrow, OK has 40 loaded benefit plan(s) reported by 29 plan sponsor(s), with $286,551,842 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
40
Plan sponsors
29
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$286,551,842
Total reported liabilities (EOY)
$11,641
Total reported net assets (EOY)
$286,334,652

Contributions & income

Employer contributions
$11,174,432
Participant contributions
$16,763,536
Total income / additions
$69,561,803

Expenses & distributions

Benefits paid / distributions
$24,401,781
Total expenses
$24,971,276
Net increase / (decrease)
$44,590,527

Coverage

Total reported participants
10,962
Plans with financial statements
26
Plans with provider compensation
9

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Broken Arrow, 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.

Largest loaded plans by reported assets

Largest loaded plans in Broken Arrow, OK
PlanSponsorReported assets (EOY)Year
Zeeco, Inc. 401(K) PlanZeeco, Inc.$107,999,6262023
A G Equipment Company Income Growth PlanA G Equipment Company$52,422,4282023
Cymstar Retirement PlanCymstar, LLC$23,422,0802023
Oce 401(K) PlanOil Capital Electric, LLC$18,509,2532023
Paragon Retirement Plan And TrustParagon Films, Inc.$16,618,3462023
Broken Arrow Electric Supply Co., Inc. 401(K) PlanBroken Arrow Electric Supply Co., Inc.$16,549,0042023
Cymstar Collective Bargaining Employees'Cymstar, LLC$15,356,0742023
Avb Bank 401(K) Profit Sharing PlanAvb Bank$13,093,8112023
Rl Hudson 401(K) & Ps PlanRl Hudson & Company$8,570,7852023
Da/Pro Rubber, Inc. 401(K) PlanDa/Pro Rubber, Inc.$5,620,4842023
The First National Bank And Trust Company Of Broken Arrow 401(K) PlanThe First National Bank And Trust Company Of Broke$3,220,1442023
Werco Manufacturing, Inc. 401(K) Profit Sharing PlanWerco Manufacturing, Inc.$1,160,2542023
Steel Breeze Inc 401(K) PlanSteel Breeze Inc$912,4512023
Handymac918, Inc. 401k Profit Sharing PlanHandymac918, Inc.$833,9772023
Sft Corp. Retirement PlanSft Corp.$743,6302023
Divine Dental Works 401(K)Trischa A. Clark, Dds Pllc$457,9372023
Providence Rx, Inc. 401(K) PlanProvidence Rx, Inc.$269,2552023
Action Edge, Inc. Retirement PlanAction Edge, Inc.$269,1952023
Owen Energy Corporation 401(K) PlanOwen Energy Corporation$228,0172023
Forsythe Ventures, Inc. Retirement PlanForsythe Ventures, Inc.$157,7922023
Benestante, Inc. 401(K) Profit Sharing PlanBenestante, Inc.$68,1102023
Onamission, Inc. 401(K) PlanOnamission, Inc.$44,0182023
Wjb Ventures Retirement PlanWjb Ventures$25,0002023
Dc Olson & Associates Retirement PlanDc Olson & Associates, Inc.$1712023
J Bales Incorporated Retirement PlanJ Bales Incorporated$02023

Related Form 5500 pages