Lufkin, 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, Lufkin, TX has 34 loaded benefit plan(s) reported by 27 plan sponsor(s), with $183,359,932 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 34
- Plan sponsors
- 27
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $183,359,932
- Total reported liabilities (EOY)
- $62,243
- Total reported net assets (EOY)
- $183,297,689
Contributions & income
- Employer contributions
- $2,218,863
- Participant contributions
- $4,342,155
- Total income / additions
- $4,340,879
Expenses & distributions
- Benefits paid / distributions
- $31,293,990
- Total expenses
- $32,227,850
- Net increase / (decrease)
- -$27,886,971
Coverage
- Total reported participants
- 19,390
- Plans with financial statements
- 24
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lufkin, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Brookshire Brothers Ksop | Brookshire Brothers, Inc. | $147,867,107 | 2023 |
| Heart Institute Of East Texas P. A. Employees Retirement Plan | Heart Institute Of East Texas, P.A. | $11,786,253 | 2023 |
| Contractor'S Supplies Inc Psp | Contractor'S Supplies, Inc. | $6,787,402 | 2023 |
| Pearson Furniture Inc Employee Pension Benefit Plan | Pearson Furniture Inc | $5,006,415 | 2023 |
| Treecon Resources Inc. 401(K) Plan | Treecon Resources, Inc. | $3,595,574 | 2023 |
| Winco Development 401(K) Plan | Winco Development, LLC | $2,883,986 | 2023 |
| Fenley & Bate Llp 401(K) Plan | Fenley & Bate Llp | $2,106,419 | 2023 |
| Burgerworks Texas, LLC Retirement Savings Plan | Burgerworks Texas, LLC | $1,888,755 | 2023 |
| Texas Forestry Association Money Purchase Pension Plan | Texas Forestry Association Inc | $508,840 | 2023 |
| Brookshire Brothers, Inc. Short Term Disability Income Plan | Brookshire Brothers, Inc. | $500,889 | 2023 |
| David T. Palmer Profit Sharing Plan | David T. Palmer, Dds | $271,395 | 2023 |
| Lufkin Resort Inc. 401(K) Plan | Lufkin Resort Inc. | $72,921 | 2023 |
| Wset Employee Benefit Plan Trust | Women'S Shelter Of East Texas (Wset) | $61,519 | 2023 |
| Langston Construction Employee Benefit Plan Trust | Langston Don Construction, Inc | $9,872 | 2023 |
| Double S Employee Benefit Plan Trust | Double S Industrial Contractors,In | $9,028 | 2023 |
| Dp Solutions Employee Benefit Plan Trust | Dp Solutions, Inc. | $3,482 | 2023 |
| Perry Brothers Inc Retirement Plan | Perry Brothers Inc | $75 | 2023 |
| Winnlake, Inc. 401(K) Profit Sharing Plan | Winnlake, Inc. | $0 | 2023 |
| Strickland Plumbing Employee Benefit Plan Trust | Strickland Plumbing, Inc. | $0 | 2023 |
| Profit Sharing Plan For Employees Of Moore Brothers Construction Company | Moore Brothers Construction Company | $0 | 2023 |
| East Texas Asphalt Co Profit Sharing Plan | East Texas Asphalt Co., Ltd | $0 | 2023 |
| Jewell Hudgens Employee Benefit Plan Trust | Jewell Hudgens Machine Company,Inc | $0 | 2023 |
| Angelina Eye Center Employee Benefit Plan Trust | Angelina Optometric Associates | $0 | 2023 |
| Loggins Plumbing Employee Benefit Plan Trust | East Texas Lrl Enterprises LLC | $0 | 2023 |
| Piney Lufkin Healthcare, Inc. Dba Southland Rehabilitation And Healthcare Center Occupational Injury Plan | Piney Lufkin Helathcare, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Lufkin → · Lufkin plans by participants → · Lufkin plans with financial data → · Lufkin plans with provider compensation → · $1B+ plans in Lufkin →
Related Form 5500 pages
- All TX Form 5500 filings
- Brookshire Brothers Ksop (plan 002)
- Brookshire Brothers, Inc. — all reported plans
- Heart Institute Of East Texas P. A. Employees Retirement Plan (plan 002)
- Heart Institute Of East Texas, P.A. — all reported plans
- Contractor'S Supplies Inc Psp (plan 002)
- Contractor'S Supplies, Inc. — all reported plans
- Pearson Furniture Inc Employee Pension Benefit Plan (plan 001)
- Pearson Furniture Inc — all reported plans
- Treecon Resources Inc. 401(K) Plan (plan 001)
- Treecon Resources, Inc. — all reported plans
- Winco Development 401(K) Plan (plan 001)
- Winco Development, LLC — all reported plans
- Fenley & Bate Llp 401(K) Plan (plan 001)
- Fenley & Bate Llp — all reported plans
- Burgerworks Texas, LLC Retirement Savings Plan (plan 001)
- Burgerworks Texas, LLC — all reported plans
- Texas Forestry Association Money Purchase Pension Plan (plan 002)
- Texas Forestry Association Inc — all reported plans
- Brookshire Brothers, Inc. Short Term Disability Income Plan (plan 505)
- David T. Palmer Profit Sharing Plan (plan 002)
- David T. Palmer, Dds — all reported plans
- Lufkin Resort Inc. 401(K) Plan (plan 001)
- Lufkin Resort Inc. — all reported plans
- Wset Employee Benefit Plan Trust (plan 505)
- Women'S Shelter Of East Texas (Wset) — all reported plans
- Langston Construction Employee Benefit Plan Trust (plan 505)
- Langston Don Construction, Inc — all reported plans
- Double S Employee Benefit Plan Trust (plan 505)
- Double S Industrial Contractors,In — all reported plans
- Methodology
- Data sources