Plan5500

Needville, 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, Needville, TX has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $500,817 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 Needville

  • 2 loaded plans hold $500.8K in reported assets across 2 sponsors.
  • The largest, Dawnstar Properties Inc. 401(K) Plan, holds 73% of reported Needville plan assets.
  • Plans cover 2 participants — about 1 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$500.8KSummed across loaded plans$500,817
Total reported assets$500.8K$500,817
Total reported participants2
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$500.8K total assets
Net assets$500.8KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$249.5K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)-$249.5K

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 Needville, 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

Needville market comparison

Largest plan share of assets73%Dawnstar Properties Inc. 401(K) Plan
Participants per plan1Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Needville

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

  1. 1
    Dawnstar Properties Inc. 401(K) Plan$365.8K
    Dawnstar Properties Inc. · 2023
  2. 2
    Mercy Inc. Retirement Plan$135K
    Mercy, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages