Catoosa, 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, Catoosa, OK has 11 loaded benefit plan(s) reported by 6 plan sponsor(s), with $479,786,195 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $479,786,195
- Total reported liabilities (EOY)
- $12
- Total reported net assets (EOY)
- $479,786,183
Contributions & income
- Employer contributions
- $31,021,997
- Participant contributions
- $40,470,861
- Total income / additions
- $152,958,227
Expenses & distributions
- Benefits paid / distributions
- $56,655,964
- Total expenses
- $57,185,751
- Net increase / (decrease)
- $95,772,476
Coverage
- Total reported participants
- 18,697
- Plans with financial statements
- 7
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Catoosa, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Cherokee Nation Businesses LLC 401(K) Plan | Cherokee Nation Businesses, LLC | $401,185,898 | 2023 |
| Kelvion Inc. Savings Plan | Kelvion Inc. | $40,392,139 | 2023 |
| Gold Strike 401(K) Plan | Gold Strike Casino Resort, L.L.C. | $18,203,353 | 2023 |
| Tristar Glass, Inc. 401(K) Plan | Tristar Glass, Inc. | $8,161,214 | 2023 |
| Hughes Lumber Company Employees' Retirement Plan | Hughes Lumber Company | $6,313,655 | 2023 |
| Cherokee Nation Businesses, LLC Health And Welfare Benefits Plan For Sca & Dba Of Cherokee Federal | Cherokee Nation Businesses, LLC | $4,983,817 | 2023 |
| Green Country Dental Arts Of Catoosa, Pc 401k | Green Country Dental Arts Of Catoosa, Pc | $546,119 | 2023 |
| Tristar Glass Inc Flexible Benefit Plan | Tristar Glass Inc | not reported in the loaded dataset | 2023 |
| Cherokee Nation Businesses, LLC Health & Welfare Plan For Cherokee Federal | Cherokee Nation Businesses, LLC | not reported in the loaded dataset | 2023 |
| Cherokee Nation Businesses, LLC Health And Welfare Plan | Cherokee Nation Businesses, LLC | not reported in the loaded dataset | 2023 |
| Kelvion Inc. Employee Benefit Plan | Kelvion Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Catoosa → · Catoosa plans by participants → · Catoosa plans with financial data → · Catoosa plans with provider compensation → · $1B+ plans in Catoosa →
Related Form 5500 pages
- All OK Form 5500 filings
- Cherokee Nation Businesses LLC 401(K) Plan (plan 001)
- Cherokee Nation Businesses, LLC — all reported plans
- Kelvion Inc. Savings Plan (plan 001)
- Kelvion Inc. — all reported plans
- Gold Strike 401(K) Plan (plan 001)
- Gold Strike Casino Resort, L.L.C. — all reported plans
- Tristar Glass, Inc. 401(K) Plan (plan 001)
- Tristar Glass, Inc. — all reported plans
- Hughes Lumber Company Employees' Retirement Plan (plan 001)
- Hughes Lumber Company — all reported plans
- Cherokee Nation Businesses, LLC Health And Welfare Benefits Plan For Sca & Dba Of Cherokee Federal (plan 505)
- Green Country Dental Arts Of Catoosa, Pc 401k (plan 001)
- Green Country Dental Arts Of Catoosa, Pc — all reported plans
- Tristar Glass Inc Flexible Benefit Plan (plan 515)
- Cherokee Nation Businesses, LLC Health & Welfare Plan For Cherokee Federal (plan 506)
- Cherokee Nation Businesses, LLC Health And Welfare Plan (plan 501)
- Kelvion Inc. Employee Benefit Plan (plan 501)
- Methodology
- Data sources