Sapulpa, 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, Sapulpa, OK has 13 loaded benefit plan(s) reported by 8 plan sponsor(s), with $35,729,429 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $35,729,429
- Total reported liabilities (EOY)
- $25,852,750
- Total reported net assets (EOY)
- $9,876,679
Contributions & income
- Employer contributions
- $1,606,001
- Participant contributions
- $1,691,221
- Total income / additions
- -$20,127,081
Expenses & distributions
- Benefits paid / distributions
- $11,135,034
- Total expenses
- $11,787,269
- Net increase / (decrease)
- -$31,914,350
Coverage
- Total reported participants
- 4,285
- Plans with financial statements
- 7
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sapulpa, 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 |
|---|---|---|---|
| American Bancorporation, Inc. 401(K) Profit Sharing Plan & Trust | American Heritage Bank | $21,487,131 | 2023 |
| John Christner Trucking, Inc. Profit Sharing And 401(K) Plan | John Christner Trucking, Inc. | $5,864,650 | 2023 |
| Bennett Companies 401(K) Plan | Bennett Steel Fabrication, Inc. | $4,954,589 | 2023 |
| Bios Companies, Inc. Employee Stock Ownership Plan | Bios Companies Inc. | $1,488,482 | 2023 |
| American Heritage Bank Pension Plan | American Heritage Bank | $1,215,678 | 2023 |
| Pocket Change Ventures Retirement Plan | Pocket Change Ventures, Inc. | $397,506 | 2023 |
| Lynway Enterprises, Inc. 401(K) Profit Sharing Plan | Lynway Enterprises, Inc. | $321,393 | 2023 |
| Bennett Steel Fabrication, Inc. Health And Welfare Plan | Bennett Steel Fabrication, Inc. | not reported in the loaded dataset | 2023 |
| Bios Companies, Inc. Wrap Plan | Bios Companies Inc. | not reported in the loaded dataset | 2023 |
| Solaray, LLC Health And Welfare Plan | Solaray, LLC | not reported in the loaded dataset | 2023 |
| John Christner Trucking Life And Disability Plan | John Christner Trucking LLC | not reported in the loaded dataset | 2023 |
| Paragon Industries, Inc. Employee Benefit Plan | Paragon Industries, Inc. | not reported in the loaded dataset | 2023 |
| John Christner Trucking Medical Benefit Plan | John Christner Trucking LLC | not reported in the loaded dataset | 2023 |
Largest plans in Sapulpa → · Sapulpa plans by participants → · Sapulpa plans with financial data → · Sapulpa plans with provider compensation → · $1B+ plans in Sapulpa →
Related Form 5500 pages
- All OK Form 5500 filings
- American Bancorporation, Inc. 401(K) Profit Sharing Plan & Trust (plan 002)
- American Heritage Bank — all reported plans
- John Christner Trucking, Inc. Profit Sharing And 401(K) Plan (plan 001)
- John Christner Trucking, Inc. — all reported plans
- Bennett Companies 401(K) Plan (plan 001)
- Bennett Steel Fabrication, Inc. — all reported plans
- Bios Companies, Inc. Employee Stock Ownership Plan (plan 002)
- Bios Companies Inc. — all reported plans
- American Heritage Bank Pension Plan (plan 001)
- Pocket Change Ventures Retirement Plan (plan 001)
- Pocket Change Ventures, Inc. — all reported plans
- Lynway Enterprises, Inc. 401(K) Profit Sharing Plan (plan 001)
- Lynway Enterprises, Inc. — all reported plans
- Bennett Steel Fabrication, Inc. Health And Welfare Plan (plan 501)
- Bios Companies, Inc. Wrap Plan (plan 501)
- Solaray, LLC Health And Welfare Plan (plan 501)
- Solaray, LLC — all reported plans
- John Christner Trucking Life And Disability Plan (plan 503)
- Paragon Industries, Inc. Employee Benefit Plan (plan 501)
- Paragon Industries, Inc. — all reported plans
- John Christner Trucking Medical Benefit Plan (plan 502)
- Methodology
- Data sources