Plan5500

Cleveland, 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, Cleveland, OK has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $15,366,639 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
4
Latest filing year
2023

What stands out in Cleveland

  • 7 loaded plans hold $15.4M in reported assets across 4 sponsors.
  • The largest, Cleveland Integrity Services, LLC 401(K) Plan, holds 73% of reported Cleveland plan assets.
  • Plans cover 2,071 participants — about 296 per plan.
  • 43% of loaded plans report full Schedule H/I financial statements.
  • 29% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15.4MSummed across loaded plans$15,362,135
Total reported assets$15.4M$15,366,639
Total reported participants2.1K2,071
Total reported liabilities$4.5K$4,504

Reported net position

Reported assets = net assets + liabilities (summed)$15.4M total assets
Net assets$15.4MLiabilities$4.5K
Contributions & income
Employer contributions$339.4K
Participant contributions$1.9M
Total income / additions$5.1M
Expenses & distributions
Benefits paid / distributions$2.8M
Total expenses$2.8M
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements3 / 7 (43%)
Plans with provider compensation2 / 7 (29%)

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

Cleveland market comparison

Largest plan share of assets73%Cleveland Integrity Services, LLC 401(K) Plan
Participants per plan296Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Cleveland

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

  1. 1
    Cleveland Integrity Services, LLC 401(K) Plan$11.2M
    Cleveland Integrity Services, LLC · 2023
  2. 2
    Cleveland Area Hospital Retirement Plan$4M
    Cleveland Area Hospital Holdings · 2023
  3. 3
    Empowered Future Incorporated 401(K) Plan$139.2K
    Empowered Future Incorporated · 2023
  4. 4
    Cleveland Integrity Services, LLC Health & Welfare Plannot reported in the loaded dataset
    Cleveland Integrity Services, LLC · 2023
  5. 5
    Indian Electric Cooperative Employee Welfare Benefits Plannot reported in the loaded dataset
    Indian Electric Cooperative Inc. · 2023
  6. 6
    Clevland Area Hospital Holdings, Inc. Employee Benefit Plannot reported in the loaded dataset
    Cleveland Area Hospital Holdings, Inc. · 2023
  7. 7
    Clevland Area Hospital Holdings, Inc. Ancillary Benefit Plannot reported in the loaded dataset
    Cleveland Area Hospital Holdings, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages