Norman, 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, Norman, OK has 63 loaded benefit plan(s) reported by 44 plan sponsor(s), with $869,847,036 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 63
- Plan sponsors
- 44
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $869,847,036
- Total reported liabilities (EOY)
- $1,155,765
- Total reported net assets (EOY)
- $868,691,746
Contributions & income
- Employer contributions
- $37,441,578
- Participant contributions
- $67,829,593
- Total income / additions
- $242,077,926
Expenses & distributions
- Benefits paid / distributions
- $81,770,756
- Total expenses
- $85,070,764
- Net increase / (decrease)
- $157,007,162
Coverage
- Total reported participants
- 60,160
- Plans with financial statements
- 37
- Plans with provider compensation
- 18
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Norman, 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 |
|---|---|---|---|
| Nextep 401(K) Retirement Savings Plan | 899210-01 Nextep, Inc. | $484,786,897 | 2023 |
| Cni Subsidiary 401(K) Plan | Cni Government, LLC | $77,240,728 | 2023 |
| Charleston'S Restaurant Group, Inc. Employee Stock Ownership Plan | Charleston'S Restaurant Group, Inc. | $58,301,114 | 2023 |
| Pci Energy Solutions A.K.A. Power Costs, Inc. 401(K) Plan | Pci Energy Solutions A.K.A. Power Costs, Inc. | $38,685,307 | 2023 |
| Chickasaw Nation Industries, Inc. 401(K) Plan | Chickasaw Nation Industries, Inc. | $35,126,581 | 2023 |
| Oklahoma Electric Cooperative Retiree Welfare Benefit Plan | Oklahoma Electric Cooperative | $32,646,432 | 2023 |
| University Of Oklahoma Foundation Savings Plan | University Of Oklahoma Foundation | $20,317,513 | 2023 |
| Fowler Holding Company, Inc 401(K) Plan | Fowler Holding Company, Inc | $18,079,983 | 2023 |
| Ih Group 401(K) Plan | Ideal Homes Of Norman, L.P. | $17,490,588 | 2023 |
| B & H Construction 401(K) Plan | B & H Construction, LLC | $12,982,453 | 2023 |
| Agio, Inc. 401(K) Plan | Agio, Inc. | $11,827,354 | 2023 |
| Ferguson Pontiac-Gmc, Inc. 401(K) Plan | Ferguson Pontiac-Gmc, Inc. | $10,948,434 | 2023 |
| Women'S Healthcare Of Norman 401(K) Plan | Women'S Healthcare Of Norman LLC | $10,422,882 | 2023 |
| Southwestern Wire, Inc. 401(K) Profit Sharing Retirement Plan | Southwestern Wire, Inc. | $8,307,638 | 2023 |
| Orthopaedic And Sports Medicine Center - Norman, P. C. 401(K) And Profit Sharing Plan | Orthopaedic And Sports Medicine Center - Norman, P | $6,120,339 | 2023 |
| Lifespring 401(K) Plan | Lifespring Home Care & Hospice, | $4,458,847 | 2023 |
| Innovative Capital Management 401(K) Plans | Innovative Capital Management | $4,060,768 | 2023 |
| Crossroads Youth & Family Services, Inc. 401(K) Plan | Crossroads Youth & Family Services, Inc. | $4,034,928 | 2023 |
| Roserock Veterinary Hospital 401k Plan | Beverly A. Fritzler, Dvm, Pc | $3,442,898 | 2023 |
| Arrow Oil & Gas, LLC 401(K) Plan | Arrow Oil & Gas, LLC | $1,929,004 | 2023 |
| Traditions Spirits Inc 401(K) Plan | Traditions Spirits Inc | $1,878,965 | 2023 |
| Norman Periodontics & Dental Implants, Pc, 401k | Norman Periodontics & Dental Implants, Pc | $1,752,149 | 2023 |
| Great Plains Ii LLC 401(K) Plan | Great Plains Ii LLC | $1,418,214 | 2023 |
| Joseph Patrick Seay, Dds, Pllc 401k Profit Sharing Plan | Joseph Patrick Seay, Dds, Pllc | $1,233,377 | 2023 |
| Wolffelk Corporation 401(K) Plan | Wolffelk Corporation | $997,456 | 2023 |
Largest plans in Norman → · Norman plans by participants → · Norman plans with financial data → · Norman plans with provider compensation → · $1B+ plans in Norman →
Related Form 5500 pages
- All OK Form 5500 filings
- Nextep 401(K) Retirement Savings Plan (plan 333)
- 899210-01 Nextep, Inc. — all reported plans
- Cni Subsidiary 401(K) Plan (plan 002)
- Cni Government, LLC — all reported plans
- Charleston'S Restaurant Group, Inc. Employee Stock Ownership Plan (plan 001)
- Charleston'S Restaurant Group, Inc. — all reported plans
- Pci Energy Solutions A.K.A. Power Costs, Inc. 401(K) Plan (plan 001)
- Pci Energy Solutions A.K.A. Power Costs, Inc. — all reported plans
- Chickasaw Nation Industries, Inc. 401(K) Plan (plan 001)
- Chickasaw Nation Industries, Inc. — all reported plans
- Oklahoma Electric Cooperative Retiree Welfare Benefit Plan (plan 526)
- Oklahoma Electric Cooperative — all reported plans
- University Of Oklahoma Foundation Savings Plan (plan 002)
- University Of Oklahoma Foundation — all reported plans
- Fowler Holding Company, Inc 401(K) Plan (plan 001)
- Fowler Holding Company, Inc — all reported plans
- Ih Group 401(K) Plan (plan 001)
- Ideal Homes Of Norman, L.P. — all reported plans
- B & H Construction 401(K) Plan (plan 001)
- B & H Construction, LLC — all reported plans
- Agio, Inc. 401(K) Plan (plan 001)
- Agio, Inc. — all reported plans
- Ferguson Pontiac-Gmc, Inc. 401(K) Plan (plan 001)
- Ferguson Pontiac-Gmc, Inc. — all reported plans
- Women'S Healthcare Of Norman 401(K) Plan (plan 001)
- Women'S Healthcare Of Norman LLC — all reported plans
- Southwestern Wire, Inc. 401(K) Profit Sharing Retirement Plan (plan 001)
- Southwestern Wire, Inc. — all reported plans
- Orthopaedic And Sports Medicine Center - Norman, P. C. 401(K) And Profit Sharing Plan (plan 001)
- Orthopaedic And Sports Medicine Center - Norman, P — all reported plans
- Methodology
- Data sources