Duncan, 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, Duncan, OK has 14 loaded benefit plan(s) reported by 11 plan sponsor(s), with $105,472,081 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 14
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $105,472,081
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $105,472,081
Contributions & income
- Employer contributions
- $3,123,523
- Participant contributions
- $4,729,645
- Total income / additions
- $25,808,917
Expenses & distributions
- Benefits paid / distributions
- $15,664,650
- Total expenses
- $16,138,827
- Net increase / (decrease)
- $9,670,090
Coverage
- Total reported participants
- 3,697
- Plans with financial statements
- 11
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Duncan, 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 |
|---|---|---|---|
| Duncan Regional Hospital 403(B) Plan | Duncan Regional Hospital, Inc. | $53,362,761 | 2023 |
| Duncan Anesthesia Associates Profit Sharing / 401(K) Plan | Duncan Anesthesia Associates, Inc. | $15,665,619 | 2023 |
| First Bank & Trust Co 401(K) Retirement Plan | First Bank & Trust Co | $14,944,332 | 2023 |
| Tilley Group 401(K) Plan | Tlley Trucking, LLC | $8,249,425 | 2023 |
| Duncan Regional Hospital Retirement Plan | Duncan Regional Hosptial, Inc. | $4,774,700 | 2023 |
| Ferguson, Redelsperger & Bradley P.C. Employee'S Salary Reduction Plan | Ferguson, Redelsperger & Bradley, P.C. | $3,451,818 | 2023 |
| Johnson Oil Co. 401(K) Plan | Carey Johnson Oil Co., Inc. | $3,251,563 | 2023 |
| Universal Fidelity Life Insurance Company 401(K) Plan | Universal Fidelity Life Insurance Company | $1,155,855 | 2023 |
| Jay Lynn White, Dds, Pc 401(K) | Jay Lynn White, Dds, Pc | $465,461 | 2023 |
| Earnhart Automotive And Truck Parts Inc. Retirement Plan | Earnhart Automotive And Truck Parts Inc. | $89,560 | 2023 |
| Commerce Bancorp, Inc. Employee Stock Ownership Plan | Commerce Bancorp, Inc. | $60,987 | 2023 |
| L E Jones Operating Inc Health And Life | L E Jones Operating Inc | not reported in the loaded dataset | 2023 |
| First Bank & Trust Co. Benefits Plan | First Bank & Trust Co | not reported in the loaded dataset | 2023 |
| Duncan Regional Hospital Welfare Benefit Plan | Duncan Regional Hospital, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Duncan → · Duncan plans by participants → · Duncan plans with financial data → · Duncan plans with provider compensation → · $1B+ plans in Duncan →
Related Form 5500 pages
- All OK Form 5500 filings
- Duncan Regional Hospital 403(B) Plan (plan 002)
- Duncan Regional Hospital, Inc. — all reported plans
- Duncan Anesthesia Associates Profit Sharing / 401(K) Plan (plan 001)
- Duncan Anesthesia Associates, Inc. — all reported plans
- First Bank & Trust Co 401(K) Retirement Plan (plan 001)
- First Bank & Trust Co — all reported plans
- Tilley Group 401(K) Plan (plan 001)
- Tlley Trucking, LLC — all reported plans
- Duncan Regional Hospital Retirement Plan (plan 001)
- Ferguson, Redelsperger & Bradley P.C. Employee'S Salary Reduction Plan (plan 002)
- Ferguson, Redelsperger & Bradley, P.C. — all reported plans
- Johnson Oil Co. 401(K) Plan (plan 002)
- Carey Johnson Oil Co., Inc. — all reported plans
- Universal Fidelity Life Insurance Company 401(K) Plan (plan 001)
- Universal Fidelity Life Insurance Company — all reported plans
- Jay Lynn White, Dds, Pc 401(K) (plan 001)
- Jay Lynn White, Dds, Pc — all reported plans
- Earnhart Automotive And Truck Parts Inc. Retirement Plan (plan 001)
- Earnhart Automotive And Truck Parts Inc. — all reported plans
- Commerce Bancorp, Inc. Employee Stock Ownership Plan (plan 002)
- Commerce Bancorp, Inc. — all reported plans
- L E Jones Operating Inc Health And Life (plan 501)
- L E Jones Operating Inc — all reported plans
- First Bank & Trust Co. Benefits Plan (plan 502)
- Duncan Regional Hospital Welfare Benefit Plan (plan 502)
- Methodology
- Data sources