Plan5500

Clute, 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, Clute, TX has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $5,851,019 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 Clute

  • 3 loaded plans hold $5.9M in reported assets across 3 sponsors.
  • The largest, Southern Services, Inc. Employee Stock Ownership Plan, holds 57% of reported Clute plan assets.
  • Plans cover 521 participants — about 174 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$5.6MSummed across loaded plans$5,581,086
Total reported assets$5.9M$5,851,019
Total reported participants521
Total reported liabilities$269.9K$269,933

Reported net position

Reported assets = net assets + liabilities (summed)$5.9M total assets
Net assets$5.6MLiabilities$269.9K
Contributions & income
Employer contributions$292.8K
Participant contributions$82.1K
Total income / additions$356.4K
Expenses & distributions
Benefits paid / distributions$310.9K
Total expenses$310.9K
Net increase / (decrease)$45.5K

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 Clute, 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

Clute market comparison

Largest plan share of assets57%Southern Services, Inc. Employee Stock Ownership Plan
Participants per plan174Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Clute

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

  1. 1
    Southern Services, Inc. Employee Stock Ownership Plan$3.3M
    Southern Services, Inc. · 2023
  2. 2
    Chem Fabrication LLC 401(K) Plan$2.5M
    Chem Fabrication LLC · 2023
  3. 3
    Norrell Construction, Inc. Employee Benefits Plannot reported in the loaded dataset
    Norrell Construction, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages