Plan5500

Helotes, 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, Helotes, TX has 9 loaded benefit plan(s) reported by 9 plan sponsor(s), with $2,485,337 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
9
Latest filing year
2023

What stands out in Helotes

  • 9 loaded plans hold $2.5M in reported assets across 9 sponsors.
  • The largest, Jaye Group Retirement Plan, holds 44% of reported Helotes plan assets.
  • Plans cover 166 participants — about 18 per plan.
  • 89% 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$2.5MSummed across loaded plans$2,485,337
Total reported assets$2.5M$2,485,337
Total reported participants166
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.5M total assets
Net assets$2.5MLiabilities$0
Contributions & income
Employer contributions$119
Participant contributions$119
Total income / additions-$130.9K
Expenses & distributions
Benefits paid / distributions$193.6K
Total expenses$193.8K
Net increase / (decrease)-$324.6K

Data coverage

Plans with financial statements8 / 9 (89%)
Plans with provider compensation0 / 9 ()

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

Helotes market comparison

Largest plan share of assets44%Jaye Group Retirement Plan
Participants per plan18Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Helotes

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

  1. 1
    Jaye Group Retirement Plan$1.1M
    Jaye Group, Inc. · 2023
  2. 2
    Cross Valley, Inc. Retirement Plan$412.2K
    Cross Valley, Inc. · 2023
  3. 3
    Tisi 401k$412K
    T I S Investments Corporation · 2023
  4. 4
    Cs4m Retirement Plan$333.3K
    Cs4m, Corporation · 2023
  5. 5
    Btwdr - Tea Corp. 401(K) Profit Sharing Plan$188.7K
    Btwdr - Tea Corp. · 2023
  6. 6
    Pte Advisors, Inc. 401(K) Plan/Trust$20.1K
    Pte Advisors, Inc. · 2023
  7. 7
    No Bull Frog, Inc. 401(K) Plan$13.3K
    No Bull Frog, Inc. · 2023
  8. 8
    C Smilez, Inc. 401(K) Profit Sharing Plan$0
    C Smilez, Inc. · 2023
  9. 9
    Whoa & Co., Inc., And Subsidiary Eldridge Electric Employee Benefit Plannot reported in the loaded dataset
    Eldridge Electric Company · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Helotes, TX?
9 plan(s) reported by 9 sponsor(s) are loaded for Helotes, TX.

Related Form 5500 pages