Plan5500

Marble Falls, 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, Marble Falls, TX has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $2,583,524 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Marble Falls

  • 6 loaded plans hold $2.6M in reported assets across 5 sponsors.
  • The largest, Johnson Sewell Ford Lincoln 401k Plan, holds 83% of reported Marble Falls plan assets.
  • Plans cover 479 participants — about 80 per plan.
  • 50% 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$2.6MSummed across loaded plans$2,583,524
Total reported assets$2.6M$2,583,524
Total reported participants479
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.6M total assets
Net assets$2.6MLiabilities$0
Contributions & income
Employer contributions$14.4K
Participant contributions$137K
Total income / additions$932.1K
Expenses & distributions
Benefits paid / distributions$54.9K
Total expenses$64.9K
Net increase / (decrease)$867.2K

Data coverage

Plans with financial statements3 / 6 (50%)
Plans with provider compensation0 / 6 ()

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

Marble Falls market comparison

Largest plan share of assets83%Johnson Sewell Ford Lincoln 401k Plan
Participants per plan80Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Marble Falls

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

  1. 1
    Johnson Sewell Ford Lincoln 401k Plan$2.1M
    Johnson Sewell Ford Lincoln LLC · 2023
  2. 2
    Unfurl The Sail Inc. 401(K) Plan$447.7K
    Unfurl The Sail Inc. · 2023
  3. 3
    Employee Health Plan Of R.E. Massey$0
    R.E. Massey Jr. Inc · 2023
  4. 4
    Collier Materials Health And Welfare Plannot reported in the loaded dataset
    Collier Materials Inc · 2023
  5. 5
    Collier Materials Inc Life Plannot reported in the loaded dataset
    Collier Materials Inc · 2023
  6. 6
    Copeland Healthcare, Inc. Dba Granite Mesa Health Center Occupational Injury Plannot reported in the loaded dataset
    Copeland Healthcare, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Marble Falls, TX?
6 plan(s) reported by 5 sponsor(s) are loaded for Marble Falls, TX.

Related Form 5500 pages