Plan5500

Coleman, 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, Coleman, TX has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $4,309,838 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Coleman

  • 1 loaded plans hold $4.3M in reported assets across 1 sponsors.
  • The largest, Coleman Bancshares, Inc. Employee Stock Ownership Plan, holds 100% of reported Coleman plan assets.
  • Plans cover 39 participants — about 39 per plan.
  • 100% 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$4.3MSummed across loaded plans$4,309,838
Total reported assets$4.3M$4,309,838
Total reported participants39
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$4.3M total assets
Net assets$4.3MLiabilities—
Contributions & income
Employer contributions$225.9K
Participant contributionsNot reported
Total income / additions$577.5K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$8.4K
Net increase / (decrease)$569.1K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Coleman market comparison

Largest plan share of assets100%Coleman Bancshares, Inc. Employee Stock Ownership Plan
Participants per plan39Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Coleman

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

  1. 1
    Coleman Bancshares, Inc. Employee Stock Ownership Plan$4.3M
    Coleman Bancshares, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages