Plan5500

Gladewater, 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, Gladewater, TX has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $2,200,261 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Gladewater

  • 4 loaded plans hold $2.2M in reported assets across 3 sponsors.
  • The largest, Trendsetter 401(K) Plan, holds 100% of reported Gladewater plan assets.
  • Plans cover 492 participants — about 123 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.2MSummed across loaded plans$2,200,261
Total reported assets$2.2M$2,200,261
Total reported participants492
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.2M total assets
Net assets$2.2MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$310.4K
Total income / additions$471.9K
Expenses & distributions
Benefits paid / distributions$266.5K
Total expenses$270.5K
Net increase / (decrease)$201.4K

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

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

Gladewater market comparison

Largest plan share of assets100%Trendsetter 401(K) Plan
Participants per plan123Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Gladewater

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

  1. 1
    Trendsetter 401(K) Plan$2.2M
    Trendsetter Construction Inc · 2023
  2. 2
    Br Endeavors, Inc. 401(K) Plan$0
    Br Endeavors, Inc. · 2023
  3. 3
    Trendsetter Construction, Inc. Employee Benefits Plannot reported in the loaded dataset
    Trendsetter Construction, Inc. · 2023
  4. 4
    Daffodil Healthcare, Inc. Legend Oaks Healthcare & Rehabilitation Center Gladewater Occupational Injury Plannot reported in the loaded dataset
    Daffodil Healthcare, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Gladewater, TX?
4 plan(s) reported by 3 sponsor(s) are loaded for Gladewater, TX.

Related Form 5500 pages