Plan5500

Lucas, 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, Lucas, TX has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $970,297 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
2
Latest filing year
2023

What stands out in Lucas

  • 2 loaded plans hold $970.3K in reported assets across 2 sponsors.
  • The largest, Oglesby Foods Inc. Profit Sharing Plan, holds 79% of reported Lucas plan assets.
  • Plans cover 16 participants — about 8 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$970.3KSummed across loaded plans$970,297
Total reported assets$970.3K$970,297
Total reported participants16
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$970.3K total assets
Net assets$970.3KLiabilities—
Contributions & income
Employer contributions$2K
Participant contributionsNot reported
Total income / additions-$255.7K
Expenses & distributions
Benefits paid / distributions$975
Total expenses$975
Net increase / (decrease)-$256.6K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Lucas market comparison

Largest plan share of assets79%Oglesby Foods Inc. Profit Sharing Plan
Participants per plan8Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Lucas

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

  1. 1
    Oglesby Foods Inc. Profit Sharing Plan$770.3K
    Oglesby Foods Inc. · 2023
  2. 2
    T & M Inc.Pension Transfer Trust Plan$200K
    T & M Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages