Plan5500

Alvarado, TX 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, Alvarado, TX has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $28,949,943 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Alvarado

  • 5 loaded plans hold $28.9M in reported assets across 5 sponsors.
  • The largest, Tuxedo Investments, Inc. Employee Stock Ownership Plan And Trust Agreement, holds 67% of reported Alvarado plan assets.
  • Plans cover 2,704 participants — about 541 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets-$1.8MSummed across loaded plans-$1,776,549
Total reported assets$28.9M$28,949,943
Total reported participants2.7K2,704
Total reported liabilities$30.7M$30,726,492

Reported net position

Reported assets = net assets + liabilities (summed)$28.9M total assets
Net assets-$1.8MLiabilities$30.7M
Contributions & income
Employer contributions$913.7K
Participant contributions$590.2K
Total income / additions$14.7M
Expenses & distributions
Benefits paid / distributions$299.7K
Total expenses$1.6M
Net increase / (decrease)$13M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation1 / 5 (20%)

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

Alvarado market comparison

Largest plan share of assets67%Tuxedo Investments, Inc. Employee Stock Ownership Plan And Trust Agreement
Participants per plan541Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Alvarado

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

  1. 1
    Tuxedo Investments, Inc. Employee Stock Ownership Plan And Trust Agreement$19.5M
    Tuxedo Investments, Inc. · 2023
  2. 2
    Pks Design 401(K) Plan$3.8M
    Pks Design Inc. · 2023
  3. 3
    Earthworks, Inc. 401(K) Plan$3.7M
    Earthworks, Inc. · 2023
  4. 4
    C & W Acquisition, LLC 401(K) Plan$1.9M
    C & W Acquisition, LLC · 2023
  5. 5
    Sabre Industries, Inc. Employee Benefits Plannot reported in the loaded dataset
    Sabre Industries, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Alvarado, TX?
5 plan(s) reported by 5 sponsor(s) are loaded for Alvarado, TX.

Related Form 5500 pages