Georgetown, 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, Georgetown, TX has 62 loaded benefit plan(s) reported by 53 plan sponsor(s), with $483,565,064 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 62
- Plan sponsors
- 53
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $483,565,064
- Total reported liabilities (EOY)
- $6,754,431
- Total reported net assets (EOY)
- $476,792,133
Contributions & income
- Employer contributions
- $8,475,738
- Participant contributions
- $16,723,923
- Total income / additions
- $113,671,730
Expenses & distributions
- Benefits paid / distributions
- $47,545,945
- Total expenses
- $48,605,632
- Net increase / (decrease)
- $65,066,098
Coverage
- Total reported participants
- 12,654
- Plans with financial statements
- 46
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Georgetown, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Airborn, Inc. 401(K) Savings And Employee Stock Ownership Plan | Airborn, Inc. | $194,062,357 | 2023 |
| Southwestern University Regular Retirement Plan For All Employees | Southwestern University | $111,022,361 | 2023 |
| Champion Site Prep, Inc. Employee Stock Ownership Plan | Champion Site Prep, Inc. | $34,765,577 | 2023 |
| Lone Star Circle Of Care 403(B) Employees' Retirement Plan | Lone Star Circle Of Care | $26,371,167 | 2023 |
| Thrive Mortgage 401(K) Plan | Thrive Mortgage, LLC | $19,476,043 | 2023 |
| The Sport Clips Game Plan | Sport Clips, Inc. | $18,721,198 | 2023 |
| Embree Group 401(K) Retirement Plan | Embree Construction Group, Inc | $16,829,979 | 2023 |
| Hewlett Automotive Employee Retirement Plan | Don Hewlett Chevrolet Buick, Inc. | $15,156,032 | 2023 |
| First Texas Bancorp, Inc. 401(K) Plan | First Texas Bancorp, Inc. | $13,891,718 | 2023 |
| Steger & Bizzell Engineering 401(K) Plan | Steger & Bizzell Engineering, Inc. | $7,950,717 | 2023 |
| Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan And Trust | Evans, Ewan & Brady Insurance Agency, Inc. | $4,143,831 | 2023 |
| Pmg Retirement Savings Plan | Capital Personnel Services, Inc. Dba Pmg | $3,655,712 | 2023 |
| Radiation Detection Company 401(K) Plan | Radiation Detection Company, Inc. | $3,447,486 | 2023 |
| Ashby Signature Homes 401(K) Plan | Ashby Signature Homes, LLC | $2,804,365 | 2023 |
| Trac-N-Trol Inc. 401(K) Plan | Trac-N-Trol, Inc. | $1,926,364 | 2023 |
| Russell, Rodriguez, Hyde, Bullock, Llp 401(K) Plan | Russell, Rodriguez, Hyde, Bullock, Llp | $1,476,604 | 2023 |
| Kennan Holdings, Inc. 401(K) Plan | Kennan Holdings, Inc. | $1,352,640 | 2023 |
| Z&A Brown Enterprises, Inc. Retirement Plan | Z&A Brown Enterprises, Inc. | $878,119 | 2023 |
| Bss Williamson Inc. Retirement Plan | Bss Williamson Inc. | $645,682 | 2023 |
| Circlemaker Corp. 401(K) Plan | Circlemaker Corp. | $565,562 | 2023 |
| Lox Of Love Ltd. Retirement Plan | Lox Of Love Ltd. | $502,025 | 2023 |
| Kork Enterprises, Inc. Retirement Plan | Kork Enterprises, Inc. | $499,126 | 2023 |
| Feathered Friends, Inc. 401(K) Plan | Feathered Friends, Inc. | $466,429 | 2023 |
| Todd Legacy Corporation 401(K) Profit Sharing Plan | Todd Legacy Corporation | $413,095 | 2023 |
| Siwa, Inc. 401(K) Plan | Siwa, Inc. | $407,045 | 2023 |
Largest plans in Georgetown → · Georgetown plans by participants → · Georgetown plans with financial data → · Georgetown plans with provider compensation → · $1B+ plans in Georgetown →
Related Form 5500 pages
- All TX Form 5500 filings
- Airborn, Inc. 401(K) Savings And Employee Stock Ownership Plan (plan 002)
- Airborn, Inc. — all reported plans
- Southwestern University Regular Retirement Plan For All Employees (plan 001)
- Southwestern University — all reported plans
- Champion Site Prep, Inc. Employee Stock Ownership Plan (plan 002)
- Champion Site Prep, Inc. — all reported plans
- Lone Star Circle Of Care 403(B) Employees' Retirement Plan (plan 001)
- Lone Star Circle Of Care — all reported plans
- Thrive Mortgage 401(K) Plan (plan 001)
- Thrive Mortgage, LLC — all reported plans
- The Sport Clips Game Plan (plan 001)
- Sport Clips, Inc. — all reported plans
- Embree Group 401(K) Retirement Plan (plan 001)
- Embree Construction Group, Inc — all reported plans
- Hewlett Automotive Employee Retirement Plan (plan 003)
- Don Hewlett Chevrolet Buick, Inc. — all reported plans
- First Texas Bancorp, Inc. 401(K) Plan (plan 002)
- First Texas Bancorp, Inc. — all reported plans
- Steger & Bizzell Engineering 401(K) Plan (plan 001)
- Steger & Bizzell Engineering, Inc. — all reported plans
- Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan And Trust (plan 002)
- Evans, Ewan & Brady Insurance Agency, Inc. — all reported plans
- Pmg Retirement Savings Plan (plan 001)
- Capital Personnel Services, Inc. Dba Pmg — all reported plans
- Radiation Detection Company 401(K) Plan (plan 001)
- Radiation Detection Company, Inc. — all reported plans
- Ashby Signature Homes 401(K) Plan (plan 001)
- Ashby Signature Homes, LLC — all reported plans
- Trac-N-Trol Inc. 401(K) Plan (plan 001)
- Trac-N-Trol, Inc. — all reported plans
- Methodology
- Data sources