How many Form 5500 benefit plans are loaded for Tahlequah, OK?

2 plan(s) reported by 2 sponsor(s) are loaded for Tahlequah, OK.

Tahlequah, 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, Tahlequah, OK has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $79,125,470 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 Tahlequah

2 loaded plans hold $79.1M in reported assets across 2 sponsors.
The largest, Reasor'S Holding Company Employee Stock Ownership Plan, holds 100% of reported Tahlequah plan assets.
Plans cover 4,528 participants — about 2,264 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$79.1MSummed across loaded plans$79,125,470

Total reported assets$79.1M$79,125,470

Total reported participants4.5K4,528

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$79.1M total assets

Net assets$79.1MLiabilities—

Contributions & income

Total income / additions$2.4M

Expenses & distributions

Benefits paid / distributions$26.3K

Total expenses$26.3K

Net increase / (decrease)$2.4M

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 Tahlequah, 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

Tahlequah market comparison

Largest plan share of assets100%Reasor'S Holding Company Employee Stock Ownership Plan

Participants per plan2,264Average across loaded plans

Plan sponsors2

Ranked by reported assets

Largest loaded plans in Tahlequah

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

1
Reasor'S Holding Company Employee Stock Ownership Plan$79.1M
Reasor'S Holding Company, Inc. · 2023
2
Berry & Berry Acquisition Health And Welfare Plannot reported in the loaded dataset
Berry & Berry Acquisition · 2023

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

What to inspect next

Frequently asked questions

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