The Oilgear Company — 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, The Oilgear Company (EIN 39-0514580) is a plan sponsor located in Traverse City, MI with 2 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
39-0514580
Location
Traverse City, MI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$14,689,110
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$14,689,110

Contributions & income

Employer contributions
$377,000
Total income / additions
$1,770,679

Expenses & distributions

Benefits paid / distributions
$2,007,948
Total expenses
$2,283,635
Net increase / (decrease)
-$512,956

Coverage

Total reported participants
548
Plans with financial statements
2
Plans with provider compensation
2

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.

Largest loaded plans by reported assets

The Oilgear Company plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Oilgear Company Retirement Plan001318$14,689,1102023
The Oilgear Savings Plus Plan003230$02023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Oilgear Company
YearPlanParticipantsSchedulesFiling
2023The Oilgear Company Retirement Plan318H, C20241014110850NAL0013181731001
2023The Oilgear Savings Plus Plan230H, C20241107184229NAL0011739201001

Related Form 5500 pages