Plan5500

Purcell, 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, Purcell, OK has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $2,486,765 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Purcell

  • 3 loaded plans hold $2.5M in reported assets across 3 sponsors.
  • The largest, Purcell Family Practice, Inc. Employees' 401k Plan, holds 62% of reported Purcell plan assets.
  • Plans cover 172 participants — about 57 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.5MSummed across loaded plans$2,486,765
Total reported assets$2.5M$2,486,765
Total reported participants172
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.5M total assets
Net assets$2.5MLiabilities$0
Contributions & income
Employer contributions$20.1K
Participant contributions$82.6K
Total income / additions$218.1K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$10.5K
Net increase / (decrease)$207.5K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Purcell market comparison

Largest plan share of assets62%Purcell Family Practice, Inc. Employees' 401k Plan
Participants per plan57Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Purcell

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

  1. 1
    Purcell Family Practice, Inc. Employees' 401k Plan$1.5M
    Purcell Family Practice, Inc. · 2023
  2. 2
    Ale Enterprises, Inc. Retirement Plan$955.5K
    Ale Enterprises, Inc. · 2023
  3. 3
    Bluefin Water Solutions, LLC Employee Benefits Plannot reported in the loaded dataset
    Bluefin Water Solutions, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages