Plan5500

Joshua, 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, Joshua, TX has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $4,757,974 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
4
Latest filing year
2023

What stands out in Joshua

  • 4 loaded plans hold $4.8M in reported assets across 4 sponsors.
  • The largest, Petro Rubber Products, Inc. Employees' Stock Ownership Plan And Trust, holds 95% of reported Joshua plan assets.
  • Plans cover 134 participants — about 34 per plan.
  • 75% 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$4.7MSummed across loaded plans$4,704,160
Total reported assets$4.8M$4,757,974
Total reported participants134
Total reported liabilities$53.8K$53,814

Reported net position

Reported assets = net assets + liabilities (summed)$4.8M total assets
Net assets$4.7MLiabilities$53.8K
Contributions & income
Employer contributions$206.8K
Participant contributions$825
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$0
Total expenses$12.9K
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation0 / 4 ()

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

Joshua market comparison

Largest plan share of assets95%Petro Rubber Products, Inc. Employees' Stock Ownership Plan And Trust
Participants per plan34Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Joshua

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

  1. 1
    Petro Rubber Products, Inc. Employees' Stock Ownership Plan And Trust$4.5M
    Petro Rubber Products, Inc. · 2023
  2. 2
    C And 3t, Inc. 401k Profit Sharing Plan$209.1K
    C And 3t, Inc. · 2023
  3. 3
    Enumeration, Inc. 401(K) Profit Sharing Plan$48.8K
    Enumeration, Inc. · 2023
  4. 4
    American Steel Carports Health And Welfare Plannot reported in the loaded dataset
    American Steel Carports, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages