Bartlesville, 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, Bartlesville, OK has 15 loaded benefit plan(s) reported by 10 plan sponsor(s), with $49,075,933 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $49,075,933
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $49,075,933
Contributions & income
- Employer contributions
- $1,894,917
- Participant contributions
- $2,050,796
- Total income / additions
- $12,475,558
Expenses & distributions
- Benefits paid / distributions
- $3,916,585
- Total expenses
- $4,114,910
- Net increase / (decrease)
- $8,360,648
Coverage
- Total reported participants
- 2,432
- Plans with financial statements
- 11
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bartlesville, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Truity Federal Credit Union Capital Accumulation Plan | Truity Federal Credit Union | $29,340,848 | 2023 |
| The Voice Of The Martyrs, Inc. 403(B) Plan | The Voice Of The Martyrs, Inc. | $10,426,583 | 2023 |
| Green Country Dental Arts, Pc 401(K) Plan | Green Country Dental Arts, Pc | $5,026,643 | 2023 |
| Adams Investment Company And Affiliates Pension Plan & Trust | Adams Investment Company | $4,001,145 | 2023 |
| Crossing 2nd Inc. Retirement Plan | Crossing 2nd Inc. | $271,705 | 2023 |
| Timmons Sheet Metal Employee Group Health Plan | Timmons Sheet Metal, Inc. | $9,009 | 2023 |
| Diversified Systems Resources Vision Service Plan | Diversified Systems Resources Ltd | $0 | 2023 |
| Diversified Systems Employee Benefit Plans | Diversified Systems Resources Ltd | $0 | 2023 |
| Diversified Systems Resources, Inc Group Health Pl | Diversified Systems Resources Ltd | $0 | 2023 |
| Brecheisen & Lumpkin, Dds, Pc, 401(K) | Brecheisen & Lumpkin, Dds, Pc | $0 | 2023 |
| Diversified Systems Resources Dental Plan | Diversified Systems Resources | $0 | 2023 |
| The Voice Of The Martyrs Health And Welfare Benefit Plan | The Voice Of The Martyrs, Inc. | not reported in the loaded dataset | 2023 |
| Oklahoma Wesleyan University Plan | Oklahoma Wesleyan University | not reported in the loaded dataset | 2023 |
| Gorman Management Company Life & Ad&D Plan | Gorman Management Company | not reported in the loaded dataset | 2023 |
| Truity Credit Union Employee Insurance Benefit Plan | Truity Credit Union | not reported in the loaded dataset | 2023 |
Largest plans in Bartlesville → · Bartlesville plans by participants → · Bartlesville plans with financial data → · Bartlesville plans with provider compensation → · $1B+ plans in Bartlesville →
Related Form 5500 pages
- All OK Form 5500 filings
- Truity Federal Credit Union Capital Accumulation Plan (plan 033)
- Truity Federal Credit Union — all reported plans
- The Voice Of The Martyrs, Inc. 403(B) Plan (plan 001)
- The Voice Of The Martyrs, Inc. — all reported plans
- Green Country Dental Arts, Pc 401(K) Plan (plan 001)
- Green Country Dental Arts, Pc — all reported plans
- Adams Investment Company And Affiliates Pension Plan & Trust (plan 001)
- Adams Investment Company — all reported plans
- Crossing 2nd Inc. Retirement Plan (plan 001)
- Crossing 2nd Inc. — all reported plans
- Timmons Sheet Metal Employee Group Health Plan (plan 501)
- Timmons Sheet Metal, Inc. — all reported plans
- Diversified Systems Resources Vision Service Plan (plan 503)
- Diversified Systems Resources Ltd — all reported plans
- Diversified Systems Employee Benefit Plans (plan 501)
- Diversified Systems Resources, Inc Group Health Pl (plan 502)
- Brecheisen & Lumpkin, Dds, Pc, 401(K) (plan 001)
- Brecheisen & Lumpkin, Dds, Pc — all reported plans
- Diversified Systems Resources Dental Plan (plan 504)
- The Voice Of The Martyrs Health And Welfare Benefit Plan (plan 501)
- Oklahoma Wesleyan University Plan (plan 501)
- Oklahoma Wesleyan University — all reported plans
- Gorman Management Company Life & Ad&D Plan (plan 501)
- Gorman Management Company — all reported plans
- Truity Credit Union Employee Insurance Benefit Plan (plan 501)
- Methodology
- Data sources