Plan5500

Newcastle, 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, Newcastle, OK has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $19,672,795 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
4
Latest filing year
2023

What stands out in Newcastle

  • 4 loaded plans hold $19.7M in reported assets across 4 sponsors.
  • The largest, Gaming Capital Group LLC 401(K) Profit Sharing Plan And Trust, holds 91% of reported Newcastle plan assets.
  • Plans cover 353 participants — about 88 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$19.7MSummed across loaded plans$19,672,795
Total reported assets$19.7M$19,672,795
Total reported participants353
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$19.7M total assets
Net assets$19.7MLiabilities$0
Contributions & income
Employer contributions$673.5K
Participant contributions$1.5M
Total income / additions$4.9M
Expenses & distributions
Benefits paid / distributions$236.5K
Total expenses$317.8K
Net increase / (decrease)$4.6M

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 Newcastle, 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

Newcastle market comparison

Largest plan share of assets91%Gaming Capital Group LLC 401(K) Profit Sharing Plan And Trust
Participants per plan88Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Newcastle

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

  1. 1
    Gaming Capital Group LLC 401(K) Profit Sharing Plan And Trust$17.9M
    Gaming Capital Group LLC · 2023
  2. 2
    The Structures Group, Inc. 401(K) Profit Sharing Plan$967.5K
    The Structures Group, Inc. · 2023
  3. 3
    Contemporary Family Dentistry 401k$832.6K
    Contemporary Family Dentistry, Pc · 2023
  4. 4
    Corley Ventures Inc. Retirement Plan$0
    Corley Ventures Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages