Plan5500

Anna, 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, Anna, TX has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $1,459,507 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Anna

  • 3 loaded plans hold $1.5M in reported assets across 3 sponsors.
  • The largest, Legacy Endeavors, Inc. Retirement Plan, holds 84% of reported Anna plan assets.
  • Plans cover 106 participants — about 35 per plan.
  • 67% 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$1.5MSummed across loaded plans$1,459,507
Total reported assets$1.5M$1,459,507
Total reported participants106
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.5M total assets
Net assets$1.5MLiabilities—
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)-$829.6K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Anna market comparison

Largest plan share of assets84%Legacy Endeavors, Inc. Retirement Plan
Participants per plan35Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Anna

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

  1. 1
    Legacy Endeavors, Inc. Retirement Plan$1.2M
    Legacy Endeavors, Inc. · 2023
  2. 2
    Fetch Me Later Inc 401(K) Plan$233.5K
    Fetch Me Later Inc · 2023
  3. 3
    Cross Resource Group Health And Welfare Plannot reported in the loaded dataset
    Cross Resource Group · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Anna, TX?
3 plan(s) reported by 3 sponsor(s) are loaded for Anna, TX.

Related Form 5500 pages