Plan5500

Dolese Bros Co — 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, Dolese Bros Co (EIN 73-1359190) is a plan sponsor located in Oklahoma City, OK with 1 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
73-1359190
Location
Oklahoma City, OK
Loaded plans
4
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 Dolese Bros Co

  • 4 loaded plans hold $238M in reported assets.
  • The largest, Dolese Bros. Co. Profit Sharing Plan, holds 51% of this company's reported plan assets.
  • Plans cover 4,009 reported participants.
  • 3 of 4 plans report full financial statements.
  • 3 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$238MSummed across loaded plans$238,037,535
Total reported assets$238M$238,037,535
Total reported participants4K4,009
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$238M total assets
Net assets$238MLiabilities$0
Contributions & income
Employer contributions$15.8M
Participant contributions$4.8M
Total income / additions$48.7M
Expenses & distributions
Benefits paid / distributions$17.7M
Total expenses$17.8M
Net increase / (decrease)$30.9M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation3 / 4 (75%)

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 assets51%Dolese Bros. Co. Profit Sharing Plan
Participants per plan1,002Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Dolese Bros. Co. Profit Sharing Plan$120.9M
    Plan #007 · 1,178 participants · 2023
  2. 2
    Dolese Bros. Co. 401(K) Employees Savings Incentive Plan$76.3M
    Plan #006 · 1,144 participants · 2023
  3. 3
    Dolese Pension Plan$40.9M
    Plan #005 · 627 participants · 2023
  4. 4
    Dolese Bros Co Company Benefit Plannot reported in the loaded dataset
    Plan #505 · 1,060 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 Dolese Bros Co. Open one for its full reported snapshot.

  1. 2023
    Dolese Bros. Co. 401(K) Employees Savings Incentive Plan1,144 participants · 2Sch HSch C
    View filing →
  2. 2023
    Dolese Bros. Co. Profit Sharing Plan1,178 participants · 2Sch HSch C
    View filing →
  3. 2023
    Dolese Pension Plan627 participants · 2Sch HSch C
    View filing →
  4. 2023
    Dolese Bros Co Company Benefit Plan1,060 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Dolese Bros Co report on Form 5500?
Dolese Bros Co (EIN 73-1359190) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Dolese Bros Co?
The Employer Identification Number (EIN) reported for Dolese Bros Co is 73-1359190.
What is the latest Form 5500 filing year for Dolese Bros Co?
The latest loaded Form 5500 filing year for Dolese Bros Co is 2023.

Related Form 5500 pages