Lake Jackson, 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, Lake Jackson, TX has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $143,863,036 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
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $143,863,036
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $143,863,036
Contributions & income
- Employer contributions
- $11,996,286
- Participant contributions
- $16,218,602
- Total income / additions
- $50,723,576
Expenses & distributions
- Benefits paid / distributions
- $16,854,505
- Total expenses
- $17,285,539
- Net increase / (decrease)
- $33,438,037
Coverage
- Total reported participants
- 10,334
- Plans with financial statements
- 6
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake Jackson, 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 |
|---|---|---|---|
| Texas Dow Employees Credit Union 401(K) Plan | Texas Dow Employees Credit Union | $70,219,376 | 2023 |
| Company Savings Plan | Buc-Ee'S, Ltd. | $46,237,112 | 2023 |
| Texas Gulf Bancshares, Inc. Employee Savings Plan | Texas Gulf Bancshares, Inc. | $24,979,724 | 2023 |
| Leo Martin Chevrolet, Inc. Retirement Plan | Leo Martin Chevrolet, Inc. | $1,717,485 | 2023 |
| Looking Ahead, Inc. 401(K) Profit Sharing Plan | Looking Ahead, Inc. | $580,992 | 2023 |
| Dalston Group, Inc. 401(K) Plan | Dalston Group, Inc. | $128,347 | 2023 |
| Texas Gulf Bank, N.A. Wrap Plan | Texas Gulf Bank, N.A. | not reported in the loaded dataset | 2023 |
| Texas Dow Employees Credit Union Plan | Texas Dow Employees Credit Union | not reported in the loaded dataset | 2023 |
| Company Ebp | Buc-Ee'S, Ltd. | not reported in the loaded dataset | 2023 |
Largest plans in Lake Jackson → · Lake Jackson plans by participants → · Lake Jackson plans with financial data → · Lake Jackson plans with provider compensation → · $1B+ plans in Lake Jackson →
Related Form 5500 pages
- All TX Form 5500 filings
- Texas Dow Employees Credit Union 401(K) Plan (plan 002)
- Texas Dow Employees Credit Union — all reported plans
- Company Savings Plan (plan 001)
- Buc-Ee'S, Ltd. — all reported plans
- Texas Gulf Bancshares, Inc. Employee Savings Plan (plan 001)
- Texas Gulf Bancshares, Inc. — all reported plans
- Leo Martin Chevrolet, Inc. Retirement Plan (plan 001)
- Leo Martin Chevrolet, Inc. — all reported plans
- Looking Ahead, Inc. 401(K) Profit Sharing Plan (plan 001)
- Looking Ahead, Inc. — all reported plans
- Dalston Group, Inc. 401(K) Plan (plan 001)
- Dalston Group, Inc. — all reported plans
- Texas Gulf Bank, N.A. Wrap Plan (plan 501)
- Texas Gulf Bank, N.A. — all reported plans
- Texas Dow Employees Credit Union Plan (plan 501)
- Company Ebp (plan 507)
- Methodology
- Data sources