Bixby, 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, Bixby, OK has 12 loaded benefit plan(s) reported by 11 plan sponsor(s), with $38,145,021 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
11
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$38,145,021
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$38,145,021

Contributions & income

Employer contributions
$568,188
Participant contributions
$1,629,946
Total income / additions
$8,788,933

Expenses & distributions

Benefits paid / distributions
$2,876,660
Total expenses
$3,022,654
Net increase / (decrease)
$5,766,279

Coverage

Total reported participants
584
Plans with financial statements
11
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bixby, 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

Largest loaded plans in Bixby, OK
PlanSponsorReported assets (EOY)Year
Mabrey Bancorporation, Inc. Employees' Profit Sharing 401(K) PlanMabrey Bancorporation, Inc.$34,500,0492023
Bowles Pharmacy Inc. Retirement PlanBowles Pharmacy Inc.$1,577,2942023
Big Move Inc. Profit Sharing PlanBig Move Inc.$886,8042023
Thrive Family Investments Inc 401(K) PlanThrive Family Investments Inc$400,0002023
T&R Services, Inc. 401(K) Profit Sharing PlanT&R Services, Inc.$329,1332023
Macsavory Corporation Profit Sharing PlanMacsavory Corporation$188,7212023
Tbc Ventures Inc. 401(K) PlanTbc Ventures Inc.$104,6862023
B&L Coffee Corp. Retirement PlanB&L Coffee Corp.$99,4872023
Ps119 Corporation 401(K) PlanPs119 Corporation$31,1082023
Terra Nova Employee Pension PlanTerra Nova Properties, LLC$27,7392023
Green Country Comfort, Inc. 401(K) PlanGreen Country Comfort, Inc.$02023
Mabrey Bancorporation Welfare Benefit PlanMabrey Bancorporation, Incnot reported in the loaded dataset2023

Related Form 5500 pages