Killeen, 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, Killeen, TX has 14 loaded benefit plan(s) reported by 12 plan sponsor(s), with $278,803,422 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
14
Plan sponsors
12
Latest filing year
2023

What stands out in Killeen

  • 14 loaded plans hold $278.8M in reported assets across 12 sponsors.
  • The largest, First Community Bancshares, Inc.Employees' Profit Sharing Plan, holds 44% of reported Killeen plan assets.
  • Plans cover 10,040 participants — about 717 per plan.
  • 79% of loaded plans report full Schedule H/I financial statements.
  • 29% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$277MSummed across loaded plans$276,988,619
Total reported assets$278.8M$278,803,422
Total reported participants10K10,040
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$278.8M total assets
Net assets$277MLiabilities$0
Contributions & income
Employer contributions$6.7M
Participant contributions$8.3M
Total income / additions$56M
Expenses & distributions
Benefits paid / distributions$20.3M
Total expenses$20.7M
Net increase / (decrease)$35.2M

Data coverage

Plans with financial statements11 / 14 (79%)
Plans with provider compensation4 / 14 (29%)

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

Killeen market comparison

Largest plan share of assets44%First Community Bancshares, Inc.Employees' Profit Sharing Plan
Participants per plan717Average across loaded plans
Plan sponsors12
Ranked by reported assets

Largest loaded plans in Killeen

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

  1. 1
    First Community Bancshares, Inc. · 2023
  2. 2
    Central Texas College District · 2023
  3. 3
    Central Texas College District · 2023
  4. 4
    The Carlson Law Firm, P.C. · 2023
  5. 5
    Cicada Song Enterprises, Inc. · 2023
  6. 6
    Wright & Brown Corporation Dba Jwc Property Management · 2023
  7. 7
    Connell Country Used Cars, Ltd · 2023
  8. 8
    Central Texas Auto Parts, Inc. · 2023
  9. 9
    Artisan Legacies Inc · 2023
  10. 10
    Premiere Global Industries Corporation · 2023
  11. 11
    Mosher Management Company · 2023
  12. 12
    Solution One Industries, Inc. · 2023
  13. 13
    First Community Bancshares, Inc. · 2023
  14. 14
    Ipa Management Partners, LLC · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Killeen, TX?
14 plan(s) reported by 12 sponsor(s) are loaded for Killeen, TX.

Related Form 5500 pages