Lubbock, 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, Lubbock, TX has 151 loaded benefit plan(s) reported by 113 plan sponsor(s), with $1,164,890,271 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
151
Plan sponsors
113
Latest filing year
2023

What stands out in Lubbock

  • 151 loaded plans hold $1.2B in reported assets across 113 sponsors.
  • The largest, Betenbough Companies Employee Stock Ownership Plan, holds 29% of reported Lubbock plan assets.
  • Plans cover 37,211 participants — about 246 per plan.
  • 63% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1BSummed across loaded plans$1,025,187,150
Total reported assets$1.2B$1,164,890,271
Total reported participants37.2K37,211
Total reported liabilities$165.1M$165,066,549

Reported net position

Reported assets = net assets + liabilities (summed)$1.2B total assets
Net assets$1BLiabilities$165.1M
Contributions & income
Employer contributions$43.3M
Participant contributions$34.7M
Total income / additions$178M
Expenses & distributions
Benefits paid / distributions$162.8M
Total expenses$168.6M
Net increase / (decrease)$9.3M

Data coverage

Plans with financial statements95 / 151 (63%)
Plans with provider compensation38 / 151 (25%)

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

Lubbock market comparison

Largest plan share of assets29%Betenbough Companies Employee Stock Ownership Plan
Participants per plan246Average across loaded plans
Plan sponsors113
Ranked by reported assets

Largest loaded plans in Lubbock

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

  1. 1
    Betenbough Companies, Pbc · 2023
  2. 2
  3. 3
    Associated Supply Company, Inc. · 2023
  4. 4
    Plains Cotton Cooperative Association · 2023
  5. 5
    South Plains Financial, Inc. · 2023
  6. 6
  7. 7
  8. 8
    United Supermarkets, L.L.C. · 2023
  9. 9
    Umc Physicians · 2023
  10. 10
  11. 11
    Robert Madden Industries, Ltd · 2023
  12. 12
    Lubbock Heart Hospital, Lp · 2023
  13. 13
    Farmers Cooperative Compress · 2023
  14. 14
    Peoples Bank · 2023
  15. 15
    Cash Register Services, Inc. · 2023
  16. 16
    Lubbock Christian University · 2023
  17. 17
    Brandon & Clark, Inc. · 2023
  18. 18
    Vista Bancshares, Inc. · 2023
  19. 19
    West Gaines Seed, Inc. · 2023
  20. 20
    Food Concepts International, Lp · 2023
  21. 21
    Butch'S Rathole & Anchor Service, Inc. · 2023
  22. 22
    Lee Lewis Construction, Inc. · 2023
  23. 23
    Plains Cotton Cooperative Association · 2023
  24. 24
    Scoggin Dickey Chevrolet · 2023
  25. 25
    Swat Surgical Associates, L.L.P. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lubbock, TX?
151 plan(s) reported by 113 sponsor(s) are loaded for Lubbock, TX.

Related Form 5500 pages