Plan5500

Perkins, 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, Perkins, OK has 9 loaded benefit plan(s) reported by 3 plan sponsor(s), with $46,665,087 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
3
Latest filing year
2023

What stands out in Perkins

  • 9 loaded plans hold $46.7M in reported assets across 3 sponsors.
  • The largest, Payne County Bank Employee Stock Ownership Plan, holds 82% of reported Perkins plan assets.
  • Plans cover 1,491 participants — about 166 per plan.
  • 22% of loaded plans report full Schedule H/I financial statements.
  • 11% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$46.7MSummed across loaded plans$46,665,087
Total reported assets$46.7M$46,665,087
Total reported participants1.5K1,491
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$46.7M total assets
Net assets$46.7MLiabilities$0
Contributions & income
Employer contributions$950.5K
Participant contributions$529.6K
Total income / additions$7.5M
Expenses & distributions
Benefits paid / distributions$2.8M
Total expenses$2.8M
Net increase / (decrease)$4.8M

Data coverage

Plans with financial statements2 / 9 (22%)
Plans with provider compensation1 / 9 (11%)

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

Perkins market comparison

Largest plan share of assets82%Payne County Bank Employee Stock Ownership Plan
Participants per plan166Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Perkins

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

  1. 1
    Payne County Bank Employee Stock Ownership Plan$38.4M
    Payne County Bank · 2023
  2. 2
    401(K) Profit Sharing Plan For Employees Of Iowa Tribe Of Oklahoma$8.3M
    Iowa Tribe Of Oklahoma · 2023
  3. 3
    Deeprock Management, LLC Vision Plannot reported in the loaded dataset
    Deeprock Management, LLC · 2023
  4. 4
    Deeprock Management, LLC Life, Std, Ltd Plannot reported in the loaded dataset
    Deeprock Management, LLC · 2023
  5. 5
    Deeprock Management, LLC Fsa Plannot reported in the loaded dataset
    Deeprock Management, LLC · 2023
  6. 6
    Deeprock Management, LLC Voluntary Plansnot reported in the loaded dataset
    Deeprock Management, LLC · 2023
  7. 7
    Deeprock Management, LLC Medical Plannot reported in the loaded dataset
    Deeprock Management, LLC · 2023
  8. 8
    Iowa Tribe Of Oklahoma Welfare Benefit Plannot reported in the loaded dataset
    Iowa Tribe Of Oklahoma · 2023
  9. 9
    Deeprock Management, LLC Dental Plannot reported in the loaded dataset
    Deeprock Management, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Perkins, OK?
9 plan(s) reported by 3 sponsor(s) are loaded for Perkins, OK.

Related Form 5500 pages