Colorado 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, Colorado City, TX has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $3,158,753 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 Colorado City

  • 1 loaded plans hold $3.2M in reported assets across 1 sponsors.
  • The largest, Graves Management, Inc. Defined Benefit Pension Plan, holds 100% of reported Colorado City plan assets.
  • Plans cover 2 participants — about 2 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$3.2MSummed across loaded plans$3,158,753
Total reported assets$3.2M$3,158,753
Total reported participants2
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.2M total assets
Net assets$3.2MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$352.6K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$1.4K
Net increase / (decrease)-$354K

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 Colorado 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.

Computed from loaded plans

Colorado City market comparison

Largest plan share of assets100%Graves Management, Inc. Defined Benefit Pension Plan
Participants per plan2Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Colorado City

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

  1. 1
    Graves Management, Inc. · 2023

What to inspect next

Frequently asked questions

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

Related Form 5500 pages