Plan5500

Okuma America Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Okuma America Corporation (EIN 11-2670887) is a plan sponsor located in Charlotte, NC with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
11-2670887
Location
Charlotte, NC
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Okuma America Corporation

  • 3 loaded plans hold $66.5M in reported assets.
  • The largest, Okuma America Corp. Savings And Investment Plan, holds 65% of this company's reported plan assets.
  • Plans cover 835 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$66.5MSummed across loaded plans$66,544,128
Total reported assets$66.5M$66,544,128
Total reported participants835
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$66.5M total assets
Net assets$66.5MLiabilities$0
Contributions & income
Employer contributions$512.3K
Participant contributions$1.9M
Total income / additions$11.4M
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.7M
Net increase / (decrease)$8.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets65%Okuma America Corp. Savings And Investment Plan
Participants per plan278Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Okuma America Corp. Savings And Investment Plan$42.9M
    Plan #002 · 270 participants · 2023
  2. 2
    Okuma America Corporation Pension Plan$23.6M
    Plan #001 · 348 participants · 2023
  3. 3
    Okuma America Corporation Employee Welfare Benefit Plannot reported in the loaded dataset
    Plan #502 · 217 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Okuma America Corporation. Open one for its full reported snapshot.

  1. 2023
    Okuma America Corporation Employee Welfare Benefit Plan217 participants · 2No schedules
    View filing →
  2. 2023
    Okuma America Corp. Savings And Investment Plan270 participants · 2Sch HSch C
    View filing →
  3. 2023
    Okuma America Corporation Pension Plan348 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Okuma America Corporation report on Form 5500?
Okuma America Corporation (EIN 11-2670887) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Okuma America Corporation?
The Employer Identification Number (EIN) reported for Okuma America Corporation is 11-2670887.
What is the latest Form 5500 filing year for Okuma America Corporation?
The latest loaded Form 5500 filing year for Okuma America Corporation is 2023.

Related Form 5500 pages