Plan5500

Fort Stockton, 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, Fort Stockton, TX has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $6,729,844 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 Fort Stockton

  • 1 loaded plans hold $6.7M in reported assets across 1 sponsors.
  • The largest, Pecos County Bancshares, Inc. Employee Stock Ownership Plan (With 401(K) Features), holds 100% of reported Fort Stockton plan assets.
  • Plans cover 71 participants — about 71 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$6.7MSummed across loaded plans$6,729,844
Total reported assets$6.7M$6,729,844
Total reported participants71
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$6.7M total assets
Net assets$6.7MLiabilities—
Contributions & income
Employer contributions$5K
Participant contributions$147.3K
Total income / additions$729.9K
Expenses & distributions
Benefits paid / distributions$129.1K
Total expenses$149.1K
Net increase / (decrease)$580.8K

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 Fort Stockton, 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

Fort Stockton market comparison

Largest plan share of assets100%Pecos County Bancshares, Inc. Employee Stock Ownership Plan (With 401(K) Features)
Participants per plan71Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Fort Stockton

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

  1. 1
    Pecos County Bancshares, Inc. Employee Stock Ownership Plan (With 401(K) Features)$6.7M
    Pecos County Bancshares, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages