Plan5500

Spiro, 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, Spiro, OK has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $3,934,180 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Spiro

  • 1 loaded plans hold $3.9M in reported assets across 1 sponsors.
  • The largest, Spiro State Bank Employees Profit Sharing Plan, holds 100% of reported Spiro plan assets.
  • Plans cover 33 participants — about 33 per plan.
  • 100% 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$3.9MSummed across loaded plans$3,934,180
Total reported assets$3.9M$3,934,180
Total reported participants33
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.9M total assets
Net assets$3.9MLiabilities$0
Contributions & income
Employer contributions$40K
Participant contributionsNot reported
Total income / additions$648.2K
Expenses & distributions
Benefits paid / distributions$153K
Total expenses$171.2K
Net increase / (decrease)$477K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Spiro market comparison

Largest plan share of assets100%Spiro State Bank Employees Profit Sharing Plan
Participants per plan33Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Spiro

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

  1. 1
    Spiro State Bank Employees Profit Sharing Plan$3.9M
    Spiro State Bank · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Spiro, OK?
1 plan(s) reported by 1 sponsor(s) are loaded for Spiro, OK.

Related Form 5500 pages