Plan5500

Okmulgee, 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, Okmulgee, OK has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $18,114,514 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Okmulgee

  • 2 loaded plans hold $18.1M in reported assets across 2 sponsors.
  • The largest, Abbott Industries, Inc. Employee Stock Ownership Plan, holds 69% of reported Okmulgee plan assets.
  • Plans cover 288 participants — about 144 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$18.1MSummed across loaded plans$18,114,514
Total reported assets$18.1M$18,114,514
Total reported participants288
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$18.1M total assets
Net assets$18.1MLiabilities$0
Contributions & income
Employer contributions$243K
Participant contributions$328.1K
Total income / additions$3.4M
Expenses & distributions
Benefits paid / distributions$2.5M
Total expenses$2.5M
Net increase / (decrease)$928.9K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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

Okmulgee market comparison

Largest plan share of assets69%Abbott Industries, Inc. Employee Stock Ownership Plan
Participants per plan144Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Okmulgee

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

  1. 1
    Abbott Industries, Inc. Employee Stock Ownership Plan$12.5M
    Abbott Industries, Inc. · 2023
  2. 2
    Muscogee International 401(K) Plan$5.6M
    Muscogee International, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Okmulgee, OK?
2 plan(s) reported by 2 sponsor(s) are loaded for Okmulgee, OK.

Related Form 5500 pages