Edmond, 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, Edmond, OK has 104 loaded benefit plan(s) reported by 84 plan sponsor(s), with $323,472,224 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 104
- Plan sponsors
- 84
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $323,472,224
- Total reported liabilities (EOY)
- $106,558
- Total reported net assets (EOY)
- $325,387,986
Contributions & income
- Employer contributions
- $16,260,671
- Participant contributions
- $17,970,199
- Total income / additions
- $79,457,652
Expenses & distributions
- Benefits paid / distributions
- $30,117,779
- Total expenses
- $31,658,034
- Net increase / (decrease)
- $47,799,618
Coverage
- Total reported participants
- 17,848
- Plans with financial statements
- 81
- Plans with provider compensation
- 24
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Edmond, 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 |
|---|---|---|---|
| Oklahoma Christian University Defined Contribution Retirement Plan | Oklahoma Christian University | $50,550,139 | 2023 |
| Crest Discount Foods, Inc. 401(K) Profit Sharing Plan | Crest Discount Foods, Inc. | $46,981,812 | 2023 |
| The T. H. Rogers Lumber Company Employee Stock Ownership Plan | The T. H. Rogers Lumber Company | $20,951,488 | 2023 |
| Ahsg 401 (K) Plan | American Health Staffing Group, Inc | $20,833,667 | 2023 |
| Oklahoma Arthritis Center, P.C. Profit Sharing Plan | Oklahoma Arthritis Center, P.C. | $13,469,793 | 2023 |
| Total Equipment 401(K) Plan | Total Equipment Management Services, LLC | $12,195,670 | 2023 |
| Citizens Bancshares, Inc. Employee Stock Ownership Plan (With 401(K) Provision) | Citizens Bancshares, Inc. | $12,136,312 | 2023 |
| Healthcrest Surgical 401(K) Plan | Healthcrest Surgical Management, LLC | $11,696,257 | 2023 |
| Bob Howard Companies 401(K) Plan | Bob Howard German Imports, LLC D | $11,580,192 | 2023 |
| Duit Holdings 401(K) Plan | Duit Holdings | $10,398,511 | 2023 |
| Premier Parks, LLC 401(K) Plan | Premier Parks, LLC | $9,315,604 | 2023 |
| Adfitech, Inc. 401(K) Plan | Adfitech, Inc. | $8,520,063 | 2023 |
| Petra Industries, LLC. 401k Profit Sharing Plan | Petra Industries, LLC | $6,514,904 | 2023 |
| Aviation Training Consulting Retirement Savings Plan | Aviation Training Consulting, LLC | $6,336,794 | 2023 |
| Summit Medical Center, LLC 401(K) Plan | Summit Medical Center, LLC | $5,817,494 | 2023 |
| L. Myles Smith & Company Employee Profit Sharing Plan | L. Myles Smith & Company | $5,794,714 | 2023 |
| Pelco Products Retirement Savings Plan | Pelco Products, Inc. | $5,551,162 | 2023 |
| Cp Energy Administration, LLC 401(K) Plan | Cp Energy Administration, LLC | $5,517,224 | 2023 |
| Ocean Dental Corporate Office, Inc. Employees Savings Trust | Ocean Dental Corporate Office, Inc. | $5,432,562 | 2023 |
| Oamic 401(K) Plan | Oklahoma Attorneys Mutual Insurance Company | $5,126,644 | 2023 |
| North American Security Retirement Plan | North American Security, Inc. | $4,318,672 | 2023 |
| Richard Kanaly Homes, Inc. Employee Profit Sharing Plan | Richard Kanaly Homes, Inc. | $4,047,652 | 2023 |
| Oca 401(K) Plan | The Oklahoma City Abstract & Title, Co. | $3,685,359 | 2023 |
| Enhance Management 401(K) Plan | Enhance Management LLC | $2,913,759 | 2023 |
| Oklahoma Christian School Profit Sharing Plan | Oklahoma Christian Schools, Inc. | $2,911,094 | 2023 |
Largest plans in Edmond → · Edmond plans by participants → · Edmond plans with financial data → · Edmond plans with provider compensation → · $1B+ plans in Edmond →
Related Form 5500 pages
- All OK Form 5500 filings
- Oklahoma Christian University Defined Contribution Retirement Plan (plan 001)
- Oklahoma Christian University — all reported plans
- Crest Discount Foods, Inc. 401(K) Profit Sharing Plan (plan 001)
- Crest Discount Foods, Inc. — all reported plans
- The T. H. Rogers Lumber Company Employee Stock Ownership Plan (plan 002)
- The T. H. Rogers Lumber Company — all reported plans
- Ahsg 401 (K) Plan (plan 001)
- American Health Staffing Group, Inc — all reported plans
- Oklahoma Arthritis Center, P.C. Profit Sharing Plan (plan 002)
- Oklahoma Arthritis Center, P.C. — all reported plans
- Total Equipment 401(K) Plan (plan 001)
- Total Equipment Management Services, LLC — all reported plans
- Citizens Bancshares, Inc. Employee Stock Ownership Plan (With 401(K) Provision) (plan 002)
- Citizens Bancshares, Inc. — all reported plans
- Healthcrest Surgical 401(K) Plan (plan 001)
- Healthcrest Surgical Management, LLC — all reported plans
- Bob Howard Companies 401(K) Plan (plan 002)
- Bob Howard German Imports, LLC D — all reported plans
- Duit Holdings 401(K) Plan (plan 001)
- Duit Holdings — all reported plans
- Premier Parks, LLC 401(K) Plan (plan 001)
- Premier Parks, LLC — all reported plans
- Adfitech, Inc. 401(K) Plan (plan 001)
- Adfitech, Inc. — all reported plans
- Petra Industries, LLC. 401k Profit Sharing Plan (plan 001)
- Petra Industries, LLC — all reported plans
- Aviation Training Consulting Retirement Savings Plan (plan 001)
- Aviation Training Consulting, LLC — all reported plans
- Summit Medical Center, LLC 401(K) Plan (plan 001)
- Summit Medical Center, LLC — all reported plans
- Methodology
- Data sources