Plan5500

Mount Pleasant, 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, Mount Pleasant, TX has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $4,355,482 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.4MSummed across loaded plans$4,355,482
Total reported assets$4.4M$4,355,482
Total reported participants1.9K1,856
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.4M total assets
Net assets$4.4MLiabilities$0
Contributions & income
Employer contributions$454.1K
Participant contributions$592K
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$335.9K
Total expenses$369.2K
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation1 / 5 (20%)

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

Mount Pleasant market comparison

Largest plan share of assets97%Roadclipper Enterprises Inc. 401(K) Plan
Participants per plan371Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Mount Pleasant

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

  1. 1
    Roadclipper Enterprises Inc. 401(K) Plan$4.2M
    Roadclipper Enterprises Inc. · 2023
  2. 2
    Sagitta Selective Investments, Inc. 401(K) Plan$134.7K
    Sagitta Selective Investments, Inc. · 2023
  3. 3
    Bco Industries Inc. 401(K) Plan$7K
    Bco Industries Inc. · 2023
  4. 4
    Guaranty Bancshares, Inc. Health & Welfare Plannot reported in the loaded dataset
    Guaranty Bancshares, Inc · 2023
  5. 5
    Roadclipper Enterprises, Inc. Employee Benefits Plannot reported in the loaded dataset
    Roadclipper Enterprises, Inc. · 2023

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

Related Form 5500 pages