Plan5500

Claremore, 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, Claremore, OK has 11 loaded benefit plan(s) reported by 9 plan sponsor(s), with $83,889,628 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
9
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$83.9MSummed across loaded plans$83,889,628
Total reported assets$83.9M$83,889,628
Total reported participants3.2K3,208
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$83.9M total assets
Net assets$83.9MLiabilities$0
Contributions & income
Employer contributions$3M
Participant contributions$3.4M
Total income / additions$17.6M
Expenses & distributions
Benefits paid / distributions$7.9M
Total expenses$8.1M
Net increase / (decrease)$9.5M

Data coverage

Plans with financial statements9 / 11 (82%)
Plans with provider compensation2 / 11 (18%)

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

Computed from loaded plans

Claremore market comparison

Largest plan share of assets53%Rcb Holding Company, Inc. Employee Stock Ownership Plan
Participants per plan292Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Claremore

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

  1. 1
    Rcb Holding Company, Inc. Employee Stock Ownership Plan$44.8M
    Rcb Holding Company, Inc. · 2023
  2. 2
    Rcb Bank 401(K) Plan$32.2M
    Rcb Bank · 2023
  3. 3
    Section 403(B) Retirement Plan For Community Action Resource And Development, Inc.$6.5M
    Community Action Resource · 2023
  4. 4
    Andrews Ivestments Inc. Retirement Plan$95K
    Andrews Ivestments Inc. · 2023
  5. 5
    Yankee Rose Investments, Inc. 401(K) Plan$85.2K
    Yankee Rose Investments, Inc. · 2023
  6. 6
    Community Action Resource And Development, Inc.$68K
    Community Action Resource And Development, Inc. · 2023
  7. 7
    Southeast Tulsa Construction Inc Profit Sharing Plan$67.6K
    Southeast Tulsa Construction, Inc. · 2023
  8. 8
    Prometheus Holding Corp 401(K) Plan$49.2K
    Prometheus Holding Corp · 2023
  9. 9
    Washington-Nowata Counties Community Action Foundation, Inc.$4K
    Washington-Nowata Counties Community Action Foundation,Inc. · 2023
  10. 10
    Rcb Holding Company Welfare Benefit Plannot reported in the loaded dataset
    Rcb Holding Company · 2023
  11. 11
    Axh Air Coolers, LLC Welfare Benefit Plannot reported in the loaded dataset
    Axh Air Coolers, LLC · 2023

Largest plans in Claremore → · Claremore plans by participants → · Claremore plans with financial data → · Claremore plans with provider compensation → · $1B+ plans in Claremore →

Related Form 5500 pages