Mcallen, 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, Mcallen, TX has 49 loaded benefit plan(s) reported by 36 plan sponsor(s), with $155,630,997 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 49
- Plan sponsors
- 36
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $155,630,997
- Total reported liabilities (EOY)
- $2,551,741
- Total reported net assets (EOY)
- $152,826,793
Contributions & income
- Employer contributions
- $6,369,448
- Participant contributions
- $8,526,576
- Total income / additions
- $37,930,595
Expenses & distributions
- Benefits paid / distributions
- $34,627,768
- Total expenses
- $35,455,767
- Net increase / (decrease)
- $2,474,828
Coverage
- Total reported participants
- 14,439
- Plans with financial statements
- 24
- Plans with provider compensation
- 13
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mcallen, 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 |
|---|---|---|---|
| Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan | Lone Star National Bancshares-Texas, Inc | $33,563,812 | 2023 |
| L & F Distributors 401(K) Plan | L & F Distributors, LLC | $27,975,161 | 2023 |
| D. Wilson Construction Company Employee Stock Ownership Plan | D. Wilson Construction Company | $14,991,107 | 2023 |
| Kaizen Clinical Partners Retirement Plan | Kaizen Clinical Partners, Inc. | $11,444,903 | 2023 |
| Rio Bank Employee Stock Ownership And 401(K) Plan | Rio Bank | $10,953,181 | 2023 |
| Boggus Motor Company Ii LLC Employees' 401(K) Profit Sharing Plan & Trust | Boggus Motor Company Ii, LLC | $8,930,769 | 2023 |
| Kenneth Fox Supply Company 401(K) Profit Sharing Plan | Kenneth Fox Supply Company | $7,476,025 | 2023 |
| 403(B) Thrift Plan For Easter Seals Rio Grande Valley | Easter Seals Rio Grande Valley | $6,373,402 | 2023 |
| Clark Group 401(K) Profit Sharing Plan And Trust | Charles Clark Chevrolet Co. | $5,551,510 | 2023 |
| Valley Ear, Nose & Throat Specialists, P.A. 401(K) Plan | Valley Ear Nose & Throat Specialist P.A. | $5,469,330 | 2023 |
| Back Office Risk Retirement Savings Plan | Back Office Risk, Inc. | $4,719,701 | 2023 |
| Oasis Dermatology Group, Pllc 401(K) Retirement Plan | Oasis Dermatology Group, Pllc | $4,576,518 | 2023 |
| Rhodes Management Services, LLC 401(K) Plan | Rhodes Management Services, LLC | $4,533,859 | 2023 |
| Rgv Properties, Inc. Employee 401-K Plan | Rgv Properties, Inc. | $3,696,265 | 2023 |
| Ochoa Lfpc 401k | Omar Ochoa Law Firm Pc | $2,127,980 | 2023 |
| Tgi 401(K) Plan | Texas Gastroenterology Institute, P.A. | $1,792,834 | 2023 |
| Lifesize, Inc. 401(K) Plan | Lifesize, Inc. | $910,547 | 2023 |
| Bert Ogden Auto Group 401(K) Plan | Fiesta Management Group Inc. | $253,593 | 2023 |
| Telgin Enterprises, Inc. Retirement Plan | Telgin Enterprises, Inc. | $158,095 | 2023 |
| Greater State Bancshares Corp Employee Stock Ownership Plan | Greater State Bancshares Corp | $121,981 | 2023 |
| Double M Fit, Inc. 401(K) Profit Sharing Plan | Double M Fit, Inc. | $9,916 | 2023 |
| Hospitality Management Quest, Inc. 401(K) Profit Sharing Plan | Hospitality Management Quest, Inc. | $492 | 2023 |
| Velacorp Ltd Dba Lee'S Pharm. & Med. Equipment And Lee'S Pharmacy North | Velacorp Consolidated | $16 | 2023 |
| Oss Auto Employee Benefit Plan Trust | Oss Auto, Inc. | $0 | 2023 |
| Rio Grande Valley Phc/Cba Life And Ad&D Plan | Rio Grande Valley Phc/Cba | not reported in the loaded dataset | 2023 |
Largest plans in Mcallen → · Mcallen plans by participants → · Mcallen plans with financial data → · Mcallen plans with provider compensation → · $1B+ plans in Mcallen →
Related Form 5500 pages
- All TX Form 5500 filings
- Lone Star National Bancshares-Texas, Inc Employee Stock Ownership Plan (plan 001)
- Lone Star National Bancshares-Texas, Inc — all reported plans
- L & F Distributors 401(K) Plan (plan 001)
- L & F Distributors, LLC — all reported plans
- D. Wilson Construction Company Employee Stock Ownership Plan (plan 001)
- D. Wilson Construction Company — all reported plans
- Kaizen Clinical Partners Retirement Plan (plan 003)
- Kaizen Clinical Partners, Inc. — all reported plans
- Rio Bank Employee Stock Ownership And 401(K) Plan (plan 001)
- Rio Bank — all reported plans
- Boggus Motor Company Ii LLC Employees' 401(K) Profit Sharing Plan & Trust (plan 001)
- Boggus Motor Company Ii, LLC — all reported plans
- Kenneth Fox Supply Company 401(K) Profit Sharing Plan (plan 001)
- Kenneth Fox Supply Company — all reported plans
- 403(B) Thrift Plan For Easter Seals Rio Grande Valley (plan 002)
- Easter Seals Rio Grande Valley — all reported plans
- Clark Group 401(K) Profit Sharing Plan And Trust (plan 001)
- Charles Clark Chevrolet Co. — all reported plans
- Valley Ear, Nose & Throat Specialists, P.A. 401(K) Plan (plan 001)
- Valley Ear Nose & Throat Specialist P.A. — all reported plans
- Back Office Risk Retirement Savings Plan (plan 001)
- Back Office Risk, Inc. — all reported plans
- Oasis Dermatology Group, Pllc 401(K) Retirement Plan (plan 001)
- Oasis Dermatology Group, Pllc — all reported plans
- Rhodes Management Services, LLC 401(K) Plan (plan 001)
- Rhodes Management Services, LLC — all reported plans
- Rgv Properties, Inc. Employee 401-K Plan (plan 001)
- Rgv Properties, Inc. — all reported plans
- Ochoa Lfpc 401k (plan 001)
- Omar Ochoa Law Firm Pc — all reported plans
- Methodology
- Data sources