Plan5500

Calera, 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, Calera, OK has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,133,655 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 Calera

  • 2 loaded plans hold $1.1M in reported assets across 2 sponsors.
  • The largest, Gas Turbine Applications 401(K) Plan, holds 77% of reported Calera plan assets.
  • Plans cover 19 participants — about 10 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$1.1MSummed across loaded plans$1,133,655
Total reported assets$1.1M$1,133,655
Total reported participants19
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets
Net assets$1.1MLiabilities$0
Contributions & income
Employer contributions$60.1K
Participant contributions$98.8K
Total income / additions$227.8K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$3.2K
Net increase / (decrease)$224.6K

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 Calera, 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

Calera market comparison

Largest plan share of assets77%Gas Turbine Applications 401(K) Plan
Participants per plan10Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Calera

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

  1. 1
    Gas Turbine Applications 401(K) Plan$873.2K
    Gas Turbine Applications, Inc. · 2023
  2. 2
    Sharp Reliance Retirement Plan$260.5K
    Sharp Reliance, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages