Plan5500

Lamesa, 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, Lamesa, TX has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $12,232,304 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Lamesa

  • 3 loaded plans hold $12.2M in reported assets across 2 sponsors.
  • The largest, Lamesa National Bank Pension Plan, holds 67% of reported Lamesa plan assets.
  • Plans cover 460 participants — about 153 per plan.
  • 67% 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$12.2MSummed across loaded plans$12,232,304
Total reported assets$12.2M$12,232,304
Total reported participants460
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$12.2M total assets
Net assets$12.2MLiabilities—
Contributions & income
Employer contributions$766.8K
Participant contributions$0
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$699.2K
Total expenses$799.4K
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Lamesa market comparison

Largest plan share of assets67%Lamesa National Bank Pension Plan
Participants per plan153Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Lamesa

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

  1. 1
    Lamesa National Bank Pension Plan$8.2M
    The Lamesa National Bank · 2023
  2. 2
    West Texas Opportunities, Inc. Profit Sharing Plan$4M
    West Texas Opportunities, Inc. · 2023
  3. 3
    West Texas Opportunities, Inc. Cafeteria Plannot reported in the loaded dataset
    West Texas Opportunities, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lamesa, TX?
3 plan(s) reported by 2 sponsor(s) are loaded for Lamesa, TX.

Related Form 5500 pages