Retirement plan

DEER CREEK WATER RETIREMENT PLAN

Name: DEER CREEK WATER CORPORATION - DEER CREEK WATER RETIREMENT PLAN (2025) Form 5500
Creator: DEER CREEK WATER CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEER CREEK WATER RETIREMENT PLAN, DEER CREEK WATER CORPORATION

DEER CREEK WATER CORPORATIONEIN 73-0945100Plan #002PY 2025

4621 NW 206TH STREET - EDMOND, OK 73012405-348-0285deercreekmarket.comLinkedIn1-10 employeessupermarkets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$2M

+20.4% from 2024

Total participants

+12.5% from 2024

Average account balance

$218,916

+7.0% from 2024

Annual return

14.73%

+5.49 pp from 2024

Benchmarks

See 959 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort959 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.97M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$219K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$92K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.73%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$63

$8 / participant

Other / not subdivided$63100.0%

% of EOY assets

0.003%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$218,916

$124,213+76.2%

$118,106+85.4%

$154,746+41.5%

Participation rate

100.0%

83.6%+16.4pp

81.9%+18.1pp

80.7%+19.3pp

Annual return

14.73%

18.29%-3.6pp

19.44%-4.7pp

172.34%-157.6pp

Employer contribution / active EE

$9,302

$4,905+89.6%

$4,698+98.0%

$4,379+112.4%

Participant deferral / active EE

$2,217

$6,859-67.7%

$6,619-66.5%

$6,730-67.1%

Admin fee / account holder

$9,627-99.9%

$8,973-99.9%

$14,365-100.0%

DEER CREEK WATER RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEER CREEK WATER RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion