Plan5500

Balch Springs, 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, Balch Springs, TX has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $9,944,306 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
1
Latest filing year
2023

What stands out in Balch Springs

  • 3 loaded plans hold $9.9M in reported assets across 1 sponsors.
  • The largest, Gibson & Associates 401(K) Plan, holds 100% of reported Balch Springs plan assets.
  • Plans cover 485 participants — about 162 per plan.
  • 33% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.9MSummed across loaded plans$9,944,306
Total reported assets$9.9M$9,944,306
Total reported participants485
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$9.9M total assets
Net assets$9.9MLiabilities—
Contributions & income
Employer contributions$375.9K
Participant contributions$647.2K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$739.9K
Total expenses$760.9K
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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

Balch Springs market comparison

Largest plan share of assets100%Gibson & Associates 401(K) Plan
Participants per plan162Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Balch Springs

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

  1. 1
    Gibson & Associates 401(K) Plan$9.9M
    Gibson & Associates, Inc. · 2023
  2. 2
    Gibson & Associates Basic Life/Ad&D Plannot reported in the loaded dataset
    Gibson & Associates, Inc. · 2023
  3. 3
    Gibson & Associates Medical Plannot reported in the loaded dataset
    Gibson & Associates, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages