Plan5500

Wagoner, 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, Wagoner, OK has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $197,509 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 Wagoner

  • 2 loaded plans hold $197.5K in reported assets across 2 sponsors.
  • The largest, Moore Agency, Inc 401(K) Plan, holds 100% of reported Wagoner plan assets.
  • Plans cover 144 participants — about 72 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$197.5KSummed across loaded plans$197,509
Total reported assets$197.5K$197,509
Total reported participants144
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$197.5K total assets
Net assets$197.5KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$42.8K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$42.8K

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 Wagoner, 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

Wagoner market comparison

Largest plan share of assets100%Moore Agency, Inc 401(K) Plan
Participants per plan72Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Wagoner

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

  1. 1
    Moore Agency, Inc 401(K) Plan$197.5K
    Moore Agency, Inc · 2023
  2. 2
    Wagoner Hospital Authority, An Oklahoma Public Trust, Dba Wagoner Community Hospitalnot reported in the loaded dataset
    Wagoner Hospital Authority · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages