Plan5500

Live Oak, 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, Live Oak, TX has 8 loaded benefit plan(s) reported by 4 plan sponsor(s), with $24,495,162 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
4
Latest filing year
2023

What stands out in Live Oak

  • 8 loaded plans hold $24.5M in reported assets across 4 sponsors.
  • The largest, Alterman Group, Inc. 401(K) Plan, holds 99% of reported Live Oak plan assets.
  • Plans cover 8,447 participants — about 1,056 per plan.
  • 38% of loaded plans report full Schedule H/I financial statements.
  • 13% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24.5MSummed across loaded plans$24,495,162
Total reported assets$24.5M$24,495,162
Total reported participants8.4K8,447
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$24.5M total assets
Net assets$24.5MLiabilities$0
Contributions & income
Employer contributions$728.4K
Participant contributions$1.7M
Total income / additions$7.1M
Expenses & distributions
Benefits paid / distributions$4.5M
Total expenses$4.5M
Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements3 / 8 (38%)
Plans with provider compensation1 / 8 (13%)

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

Live Oak market comparison

Largest plan share of assets99%Alterman Group, Inc. 401(K) Plan
Participants per plan1,056Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Live Oak

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

  1. 1
    Alterman Group, Inc. 401(K) Plan$24.4M
    Alterman Group, Inc. · 2023
  2. 2
    W. Walker Auction Group Employee Benefit Plan Trust$88.3K
    W. Walker Auction Group · 2023
  3. 3
    Pipes Family Investments, Inc. 401(K) Plan$35K
    Pipes Family Investments, Inc. · 2023
  4. 4
    Randolph-Brooks Federal Credit Unionnot reported in the loaded dataset
    Randolph-Brooks Federal Credit Union · 2023
  5. 5
    Randolph-Brooks Federal Credit Union Employee Life Insurance Plannot reported in the loaded dataset
    Randolph-Brooks Federal Credit Union · 2023
  6. 6
    Randolph-Brooks Federal Credit Union Employee Long Term Disability Plannot reported in the loaded dataset
    Randolph-Brooks Federal Credit Union · 2023
  7. 7
    Randolph-Brooks Federal Credit Union Long Term Carenot reported in the loaded dataset
    Randolph-Brooks Federal Credit Union · 2023
  8. 8
    Alterman Group, Inc. Health And Welfare Benefits Plannot reported in the loaded dataset
    Alterman Group, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Live Oak, TX?
8 plan(s) reported by 4 sponsor(s) are loaded for Live Oak, TX.

Related Form 5500 pages