Plan5500

Sperry, 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, Sperry, OK has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $179,525 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 Sperry

  • 2 loaded plans hold $179.5K in reported assets across 2 sponsors.
  • The largest, Arrowwalk Investments Retirement Plan, holds 100% of reported Sperry plan assets.
  • Plans cover 2 participants — about 1 per plan.
  • 50% 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$179.5KSummed across loaded plans$179,525
Total reported assets$179.5K$179,525
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$179.5K total assets
Net assets$179.5KLiabilities—
Contributions & income
Total income / additions$253
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$253

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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

Sperry market comparison

Largest plan share of assets100%Arrowwalk Investments Retirement Plan
Participants per plan1Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Sperry

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

  1. 1
    Arrowwalk Investments Retirement Plan$179.5K
    Arrowwalk Investments, Inc · 2023
  2. 2
    Stan Kent Properties, LLC 401k Plannot reported in the loaded dataset
    Stan Kent Properties, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages