Edinburg, 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, Edinburg, TX has 18 loaded benefit plan(s) reported by 11 plan sponsor(s), with $231,616,172 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
18
Plan sponsors
11
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$231,616,172
Total reported liabilities (EOY)
$167,467
Total reported net assets (EOY)
$231,448,705

Contributions & income

Employer contributions
$5,641,656
Participant contributions
$21,506,941
Total income / additions
$60,028,646

Expenses & distributions

Benefits paid / distributions
$17,490,093
Total expenses
$18,407,849
Net increase / (decrease)
$41,620,797

Coverage

Total reported participants
9,579
Plans with financial statements
9
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Edinburg, 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 Edinburg, TX
PlanSponsorReported assets (EOY)Year
Doctors Hospital At Renaissance 401(K) PlanDoctors Hospital At Renaissance$189,625,6532023
Security First Federal Credit Union Retirement Pension PlanSecurity First Federal Credit Union$9,758,9372023
Kolder, Inc. 401(K) PlanKolder, Inc.$8,185,2602023
Hacienda Ford Inc. 401(K) PlanYoder Ford, Inc. Dba Hacienda Ford$6,577,0972023
Texas National Bank Employee Stock Ownership PlanTexas National Bank$6,305,5112023
Texas National Bank 401(K) PlanTexas National Bank$6,164,7012023
North Alamo Water Supply Corporation Employees' 401(K) Profit Sharing Plan And TrustNorth Alamo Water Supply Corporation$4,283,7092023
L M Kalman Dopa Profit Sharing TrustL M Kalman Do Pa$715,3042023
Security First Employee Benefit Plan TrustSecurity First Federal Credit Union$02023
Vanguard AcademyVanguard Academynot reported in the loaded dataset2023
Texas National Bank Employee Benefits PlanTexas National Banknot reported in the loaded dataset2023
North Alamo Water Supply Corporation Wrap PlanNorth Alamo Water Supply Corporationnot reported in the loaded dataset2023
Kolder, Inc. Employee Benefit PlanKolder, Inc.not reported in the loaded dataset2023
La Lomita Inc Employee Benefit PlanLa Lomita, Inc.not reported in the loaded dataset2023
J & D Produce, Inc. Health PlanJ & D Produce, Inc.not reported in the loaded dataset2023
Yoder Ford, Inc. Dba Hacienda Ford Health & Welfare PlanYoder Ford, Inc. Dba Hacienda Fordnot reported in the loaded dataset2023
Yoder Ford, Inc. Dba Hacienda Ford Welfare Benefit PlanYoder Ford, Inc.not reported in the loaded dataset2023
Valley Retina Institute Pa Wrap PlanValley Retina Institute Panot reported in the loaded dataset2023

Related Form 5500 pages