Jacksonville, 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, Jacksonville, TX has 13 loaded benefit plan(s) reported by 11 plan sponsor(s), with $115,707,717 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $115,707,717
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $115,707,717
Contributions & income
- Employer contributions
- $3,543,108
- Participant contributions
- $3,879,377
- Total income / additions
- $20,761,026
Expenses & distributions
- Benefits paid / distributions
- $6,117,062
- Total expenses
- $6,135,783
- Net increase / (decrease)
- $14,625,243
Coverage
- Total reported participants
- 3,145
- Plans with financial statements
- 5
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Jacksonville, 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 |
|---|---|---|---|
| Austin Bank Texas, N.A. Employees Profit Sharing Plan | Austin Bank, Texas, N.A. | $94,831,495 | 2023 |
| Southern Multifoods, Inc. And Affiliates 401(K) Plan | Southern Multifoods, Inc. | $10,790,961 | 2023 |
| M & H Crates, Inc. Employee Stock Ownership Plan | M & H Crates, Inc. | $8,322,006 | 2023 |
| Halbert Mill Company And Affiliates Profit Sharing Plan | Halbert Mill Company Of Texas, Inc | $1,504,957 | 2023 |
| Hernandez Retirement Plan | Jose A. Hernandez Velez | $258,298 | 2023 |
| Allied Truss, LLC Welfare Benefit Plan | Allied Truss, LLC | not reported in the loaded dataset | 2023 |
| Lu-Ve Us, Inc. Wrap Plan | Lu-Ve Us, Inc. | not reported in the loaded dataset | 2023 |
| Austin Bank Employee Welfare Benefit Plan | Austin Bank | not reported in the loaded dataset | 2023 |
| Southern Multifoods, LLC Group Benefit Plan | Southern Multifoods, LLC | not reported in the loaded dataset | 2023 |
| Texas National Bank Of Jacksonville Health & Welfare Plan | Texas National Bank Of Jacksonville | not reported in the loaded dataset | 2023 |
| Employee Health Benefit Plan | Builder'S Best, Inc. | not reported in the loaded dataset | 2023 |
| Arrington Lumber And Pallet Company Welfare Plan | Arrington Lumber And Pallet Company | not reported in the loaded dataset | 2023 |
| Yljw, Inc. Accident Protection Plan | Yljw, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Jacksonville → · Jacksonville plans by participants → · Jacksonville plans with financial data → · Jacksonville plans with provider compensation → · $1B+ plans in Jacksonville →
Related Form 5500 pages
- All TX Form 5500 filings
- Austin Bank Texas, N.A. Employees Profit Sharing Plan (plan 002)
- Austin Bank, Texas, N.A. — all reported plans
- Southern Multifoods, Inc. And Affiliates 401(K) Plan (plan 002)
- Southern Multifoods, Inc. — all reported plans
- M & H Crates, Inc. Employee Stock Ownership Plan (plan 001)
- M & H Crates, Inc. — all reported plans
- Halbert Mill Company And Affiliates Profit Sharing Plan (plan 001)
- Halbert Mill Company Of Texas, Inc — all reported plans
- Hernandez Retirement Plan (plan 001)
- Jose A. Hernandez Velez — all reported plans
- Allied Truss, LLC Welfare Benefit Plan (plan 501)
- Allied Truss, LLC — all reported plans
- Lu-Ve Us, Inc. Wrap Plan (plan 503)
- Lu-Ve Us, Inc. — all reported plans
- Austin Bank Employee Welfare Benefit Plan (plan 502)
- Southern Multifoods, LLC Group Benefit Plan (plan 501)
- Texas National Bank Of Jacksonville Health & Welfare Plan (plan 501)
- Texas National Bank Of Jacksonville — all reported plans
- Employee Health Benefit Plan (plan 501)
- Builder'S Best, Inc. — all reported plans
- Arrington Lumber And Pallet Company Welfare Plan (plan 501)
- Arrington Lumber And Pallet Company — all reported plans
- Yljw, Inc. Accident Protection Plan (plan 501)
- Yljw, Inc. — all reported plans
- Methodology
- Data sources