How many Form 5500 benefit plans are loaded for Mathis, TX?

1 plan(s) reported by 1 sponsor(s) are loaded for Mathis, TX.

Mathis, 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, Mathis, TX has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,933 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 1
Plan sponsors: 1
Latest filing year: 2023

What stands out in Mathis

1 loaded plans hold $1.9K in reported assets across 1 sponsors.
The largest, South Texas Implement Employee Benefit Plan Trust, holds 100% of reported Mathis plan assets.
Plans cover 8 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$1.9KSummed across loaded plans$1,933

Total reported assets$1.9K$1,933

Total reported participants8

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.9K total assets

Net assets$1.9KLiabilities—

Contributions & income

Employer contributions$1.6K

Participant contributionsNot reported

Total income / additions$1.6K

Expenses & distributions

Benefits paid / distributions$17.6K

Total expenses$27.3K

Net increase / (decrease)-$25.7K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

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

Mathis market comparison

Largest plan share of assets100%South Texas Implement Employee Benefit Plan Trust

Participants per plan8Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Mathis

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

1
South Texas Implement Employee Benefit Plan Trust$1.9K
Tri County Warehouse And Mill · 2023

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

What to inspect next

Frequently asked questions

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