Plan5500

Linden, 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, Linden, TX has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $337,656 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Linden

  • 2 loaded plans hold $337.7K in reported assets across 1 sponsors.
  • The largest, Ward Timber Employee Benefit Plan Trust, holds 100% of reported Linden plan assets.
  • Plans cover 210 participants — about 105 per plan.
  • 50% 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$337.7KSummed across loaded plans$337,656
Total reported assets$337.7K$337,656
Total reported participants210
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$337.7K total assets
Net assets$337.7KLiabilities—
Contributions & income
Employer contributions$886.4K
Participant contributionsNot reported
Total income / additions$886.4K
Expenses & distributions
Benefits paid / distributions$673.1K
Total expenses$777.7K
Net increase / (decrease)$108.7K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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

Linden market comparison

Largest plan share of assets100%Ward Timber Employee Benefit Plan Trust
Participants per plan105Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Linden

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

  1. 1
    Ward Timber Employee Benefit Plan Trust$337.7K
    Ward Timber, Ltd · 2023
  2. 2
    Ward Timber Health & Welfare Plannot reported in the loaded dataset
    Ward Timber, Ltd. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Linden, TX?
2 plan(s) reported by 1 sponsor(s) are loaded for Linden, TX.

Related Form 5500 pages