Plan5500

Mineola, 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, Mineola, TX has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $6,755,929 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 Mineola

  • 2 loaded plans hold $6.8M in reported assets across 2 sponsors.
  • The largest, Broadstreet Bank, Ssb Employee Stock Ownership Plan, holds 55% of reported Mineola plan assets.
  • Plans cover 57 participants — about 29 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$4.5MSummed across loaded plans$4,481,589
Total reported assets$6.8M$6,755,929
Total reported participants57
Total reported liabilities$2.3M$2,274,340

Reported net position

Reported assets = net assets + liabilities (summed)$6.8M total assets
Net assets$4.5MLiabilities$2.3M
Contributions & income
Employer contributions$176.2K
Participant contributions$0
Total income / additions$419.7K
Expenses & distributions
Benefits paid / distributions$172.8K
Total expenses$332K
Net increase / (decrease)$87.7K

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 Mineola, 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

Mineola market comparison

Largest plan share of assets55%Broadstreet Bank, Ssb Employee Stock Ownership Plan
Participants per plan29Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Mineola

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

  1. 1
    Broadstreet Bank, Ssb Employee Stock Ownership Plan$3.7M
    Broadstreet Bank, Ssb · 2023
  2. 2
    Sas Management, Inc. Profit Sharing Plan$3.1M
    Sas Management, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages