Henderson, 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, Henderson, TX has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $90,658,804 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
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$90,658,804
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$90,658,804

Contributions & income

Employer contributions
$3,025,233
Participant contributions
$3,737,086
Total income / additions
$19,230,858

Expenses & distributions

Benefits paid / distributions
$6,251,377
Total expenses
$6,443,378
Net increase / (decrease)
$12,787,480

Coverage

Total reported participants
2,125
Plans with financial statements
4
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Henderson, 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 Henderson, TX
PlanSponsorReported assets (EOY)Year
Verabank, Inc. 401(K) Employee Stock Ownership PlanVerabank, Inc.$75,886,7862023
Texas Bank 401(K) PlanTexas Bank$7,653,4452023
John L Duran Profit Sharing PlanJohn L Duran$4,744,1062023
Henderson Federal Savings Bank Profit Sharing PlanHenderson Federal Saving Bank$2,374,4672023
Jbar Production Support Wrap PlanJbar Production Support, LLCnot reported in the loaded dataset2023
Old School Services, LLC Employee Benefits PlanOld School Services, LLCnot reported in the loaded dataset2023
Verabank, N.A. Health And Welfare PlanVerabank, N.A.not reported in the loaded dataset2023
Eastex Telephone Cooperative Welfare Benefit PlanEastex Telephone Cooperative, Inc.not reported in the loaded dataset2023
Texas Bank Of Henderson Group Benefit PlanTexas Bank Of Hendersonnot reported in the loaded dataset2023

Related Form 5500 pages