Channelview, 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, Channelview, TX has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $36,658,928 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
7
Latest filing year
2023

What stands out in Channelview

  • 9 loaded plans hold $36.7M in reported assets across 7 sponsors.
  • The largest, Southwest Shipyard L.P. 401(K) Savings And Retirement Plan, holds 35% of reported Channelview plan assets.
  • Plans cover 1,626 participants — about 181 per plan.
  • 44% 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$36.7MSummed across loaded plans$36,658,928
Total reported assets$36.7M$36,658,928
Total reported participants1.6K1,626
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$36.7M total assets
Net assets$36.7MLiabilities$0
Contributions & income
Employer contributions$2M
Participant contributions$3.6M
Total income / additions$10.7M
Expenses & distributions
Benefits paid / distributions$3.7M
Total expenses$3.9M
Net increase / (decrease)$6.8M

Data coverage

Plans with financial statements4 / 9 (44%)
Plans with provider compensation3 / 9 (33%)

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

Channelview market comparison

Largest plan share of assets35%Southwest Shipyard L.P. 401(K) Savings And Retirement Plan
Participants per plan181Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Channelview

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

  1. 1
  2. 2
    Ikg Usa, LLC · 2023
  3. 3
    Russell Marine LLC · 2023
  4. 4
    Cps Houston, Inc. · 2023
  5. 5
    Intra Services Employee Benefit Plannot reported in the loaded dataset
    Intra Services · 2023
  6. 6
    Rus Industrial, LLCnot reported in the loaded dataset
    Rus Industrial, LLC · 2023
  7. 7
    Russell Marine, LLC Health And Welfare Plannot reported in the loaded dataset
    Russell Marine, LLC · 2023
  8. 8
    Rio Marine Employee Benefit Plannot reported in the loaded dataset
    Rio Marine, Inc. · 2023
  9. 9
    The Southwest Shipyard, L.P. Cafeteria Plannot reported in the loaded dataset
    Southwest Shipyard, L.P. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Channelview, TX?
9 plan(s) reported by 7 sponsor(s) are loaded for Channelview, TX.

Related Form 5500 pages