Plan5500

Checotah, 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, Checotah, OK has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $9,214,814 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Checotah

  • 4 loaded plans hold $9.2M in reported assets across 3 sponsors.
  • The largest, Sharpe Dry Goods Of Checotah 401(K) Plan, holds 54% of reported Checotah plan assets.
  • Plans cover 178 participants — about 45 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.2MSummed across loaded plans$9,214,814
Total reported assets$9.2M$9,214,814
Total reported participants178
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.2M total assets
Net assets$9.2MLiabilities$0
Contributions & income
Employer contributions$269.2K
Participant contributions$343.2K
Total income / additions$1.5M
Expenses & distributions
Benefits paid / distributions$427.3K
Total expenses$459K
Net increase / (decrease)$1M

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation1 / 4 (25%)

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

Checotah market comparison

Largest plan share of assets54%Sharpe Dry Goods Of Checotah 401(K) Plan
Participants per plan45Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Checotah

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

  1. 1
    Sharpe Dry Goods Of Checotah 401(K) Plan$5M
    Sharpe Dry Goods Company Of Checotah, LLC · 2023
  2. 2
    Peoples National Bank Profit Sharing/401(K) Plan$3.8M
    Peoples National Bank · 2023
  3. 3
    Jmk Enterprises Inc. 401(K) Plan$451.8K
    Jmk Enterprises Inc. · 2023
  4. 4
    Vsp Choice Plan 2$0
    Sharpe Dry Goods Company Of Checotah, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Checotah, OK?
4 plan(s) reported by 3 sponsor(s) are loaded for Checotah, OK.

Related Form 5500 pages