Plan5500

Lone Star, 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, Lone Star, TX has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $173,116,699 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
1
Latest filing year
2023

What stands out in Lone Star

  • 3 loaded plans hold $173.1M in reported assets across 1 sponsors.
  • The largest, Scot Industries, Inc. Profit Sharing Trust, holds 100% of reported Lone Star plan assets.
  • Plans cover 2,487 participants — about 829 per plan.
  • 100% 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$173.1MSummed across loaded plans$173,116,699
Total reported assets$173.1M$173,116,699
Total reported participants2.5K2,487
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$173.1M total assets
Net assets$173.1MLiabilities$0
Contributions & income
Employer contributions$8M
Participant contributionsNot reported
Total income / additions$26.8M
Expenses & distributions
Benefits paid / distributions$7.9M
Total expenses$7.9M
Net increase / (decrease)$18.9M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Lone Star market comparison

Largest plan share of assets100%Scot Industries, Inc. Profit Sharing Trust
Participants per plan829Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Lone Star

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

  1. 1
    Scot Industries, Inc. Profit Sharing Trust$173.1M
    Scot Industries, Inc. · 2023
  2. 2
    Scot Industries Inc. Group Life Plan$0
    Scot Industries, Inc. · 2023
  3. 3
    Scot Industries, Inc. Medical Plan$0
    Scot Industries, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages