Anahuac, 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, Anahuac, TX has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $4,681,207 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Anahuac

  • 1 loaded plans hold $4.7M in reported assets across 1 sponsors.
  • The largest, Anb Retirement Plan, holds 100% of reported Anahuac plan assets.
  • Plans cover 48 participants — about 48 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.7MSummed across loaded plans$4,681,207
Total reported assets$4.7M$4,681,207
Total reported participants48
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.7M total assets
Net assets$4.7MLiabilities$0
Contributions & income
Employer contributions$122.2K
Participant contributions$208.5K
Total income / additions$832.6K
Expenses & distributions
Benefits paid / distributions$819.7K
Total expenses$833K
Net increase / (decrease)-$403

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Anahuac market comparison

Largest plan share of assets100%Anb Retirement Plan
Participants per plan48Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Anahuac

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

  1. 1
    Anahuac National Bank · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Anahuac, TX?
1 plan(s) reported by 1 sponsor(s) are loaded for Anahuac, TX.

Related Form 5500 pages