Bay City, 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, Bay City, TX has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $96,174,248 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
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$96,174,248
Total reported liabilities (EOY)
$238,561
Total reported net assets (EOY)
$95,935,687

Contributions & income

Employer contributions
$3,565,489
Participant contributions
$3,237,197
Total income / additions
$19,177,085

Expenses & distributions

Benefits paid / distributions
$7,587,364
Total expenses
$7,776,503
Net increase / (decrease)
$11,400,582

Coverage

Total reported participants
657
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bay City, 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.

Largest loaded plans by reported assets

Largest loaded plans in Bay City, TX
PlanSponsorReported assets (EOY)Year
Oq Chemicals Corporation Retirement PlanOq Chemicals Corporation$93,997,2772023
Lynn C. Grebe & Assoc., Inc. Employee Profit Sharing PlanLynn C. Grebe & Assoc., Inc.$2,176,9712023
Oxea Corporation Benefit PlansOq Chemicals Corporationnot reported in the loaded dataset2023

Related Form 5500 pages