Plan5500

Ballinger, 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, Ballinger, TX has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $50,018,689 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Ballinger

  • 2 loaded plans hold $50M in reported assets across 1 sponsors.
  • The largest, Mueller Inc 401(K) Plan, holds 100% of reported Ballinger plan assets.
  • Plans cover 1,682 participants — about 841 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$50MSummed across loaded plans$50,018,689
Total reported assets$50M$50,018,689
Total reported participants1.7K1,682
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$50M total assets
Net assets$50MLiabilities$0
Contributions & income
Employer contributions$1.4M
Participant contributions$2.1M
Total income / additions$10.5M
Expenses & distributions
Benefits paid / distributions$963.9K
Total expenses$1.1M
Net increase / (decrease)$9.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Ballinger market comparison

Largest plan share of assets100%Mueller Inc 401(K) Plan
Participants per plan841Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Ballinger

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

  1. 1
    Mueller Inc 401(K) Plan$50M
    Mueller Inc · 2023
  2. 2
    Mueller Supply Company, Inc. Health Plannot reported in the loaded dataset
    Mueller Supply Company, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages