Kerrville, 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, Kerrville, TX has 13 loaded benefit plan(s) reported by 6 plan sponsor(s), with $200,465,463 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
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $200,465,463
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $200,465,463
Contributions & income
- Employer contributions
- $9,327,610
- Participant contributions
- $12,901,729
- Total income / additions
- $53,294,970
Expenses & distributions
- Benefits paid / distributions
- $15,766,518
- Total expenses
- $16,077,324
- Net increase / (decrease)
- $37,217,646
Coverage
- Total reported participants
- 17,399
- Plans with financial statements
- 5
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Kerrville, 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 |
|---|---|---|---|
| James Avery Craftsman, Inc. Employee 401(K) Plan | James Avery Craftsman, Inc. | $126,818,864 | 2023 |
| Sid Peterson Memorial Hospital 401(K) Savings And Profit Sharing Plan | Sid Peterson Memorial Hospital | $60,007,602 | 2023 |
| The H. E. Butt Foundation 403(B) Savings Plan | The H. E. Butt Foundation | $7,869,675 | 2023 |
| North American Construction Lp Davis-Bacon Pension Plan And Trust | North American Construction Lp | $4,441,936 | 2023 |
| Esperanza Ventures Corporation 401(K) Plan | Esperanza Ventures Corporation | $1,327,386 | 2023 |
| The H. E. Butt Foundation Welfare Plan | The H. E. Butt Foundation | not reported in the loaded dataset | 2023 |
| James Avery Craftsman, Inc. Employee Health Plan | James Avery Craftsman, Inc. | not reported in the loaded dataset | 2023 |
| James Avery Craftsman, Inc. Group Disability Plan | James Avery Craftsman, Inc. | not reported in the loaded dataset | 2023 |
| James Avery Craftsman, Inc. Associate Occupational Injury Benefit Plan | James Avery Craftsman, Inc. | not reported in the loaded dataset | 2023 |
| James Avery Craftsman, Inc. Vision Plan | James Avery Craftsman, Inc. | not reported in the loaded dataset | 2023 |
| James Avery Craftsman, Inc. Life And Ad&D Plan | James Avery Craftsman, Inc. | not reported in the loaded dataset | 2023 |
| Peterson Health Comprehensive Welfare Benefits Plan | Peterson Health | not reported in the loaded dataset | 2023 |
| Pathways Youth And Family Services Health And Welfare Benefit Plan | Pathways Youth And Family Services, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Kerrville → · Kerrville plans by participants → · Kerrville plans with financial data → · Kerrville plans with provider compensation → · $1B+ plans in Kerrville →
Related Form 5500 pages
- All TX Form 5500 filings
- James Avery Craftsman, Inc. Employee 401(K) Plan (plan 002)
- James Avery Craftsman, Inc. — all reported plans
- Sid Peterson Memorial Hospital 401(K) Savings And Profit Sharing Plan (plan 003)
- Sid Peterson Memorial Hospital — all reported plans
- The H. E. Butt Foundation 403(B) Savings Plan (plan 003)
- The H. E. Butt Foundation — all reported plans
- North American Construction Lp Davis-Bacon Pension Plan And Trust (plan 001)
- North American Construction Lp — all reported plans
- Esperanza Ventures Corporation 401(K) Plan (plan 001)
- Esperanza Ventures Corporation — all reported plans
- The H. E. Butt Foundation Welfare Plan (plan 501)
- James Avery Craftsman, Inc. Employee Health Plan (plan 501)
- James Avery Craftsman, Inc. Group Disability Plan (plan 502)
- James Avery Craftsman, Inc. Associate Occupational Injury Benefit Plan (plan 503)
- James Avery Craftsman, Inc. Vision Plan (plan 504)
- James Avery Craftsman, Inc. Life And Ad&D Plan (plan 505)
- Peterson Health Comprehensive Welfare Benefits Plan (plan 512)
- Pathways Youth And Family Services Health And Welfare Benefit Plan (plan 504)
- Pathways Youth And Family Services, Inc. — all reported plans
- Methodology
- Data sources