Plan5500

New Caney, 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, New Caney, TX has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $9,136,314 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

What stands out in New Caney

  • 5 loaded plans hold $9.1M in reported assets across 4 sponsors.
  • The largest, 403(B) Thrift Plan For Employees Of Motivation, Education Andamp; Training, Inc., holds 81% of reported New Caney plan assets.
  • Plans cover 703 participants — about 141 per plan.
  • 80% 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$10.2MSummed across loaded plans$10,164,318
Total reported assets$9.1M$9,136,314
Total reported participants703
Total reported liabilities$442

Reported net position

Reported assets = net assets + liabilities (summed)$9.1M total assets
Net assets$10.2MLiabilities$442
Contributions & income
Employer contributions$471.9K
Participant contributions$233.1K
Total income / additions$934.1K
Expenses & distributions
Benefits paid / distributions$581.9K
Total expenses$594.4K
Net increase / (decrease)$339.7K

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation0 / 5 ()

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

New Caney market comparison

Largest plan share of assets81%403(B) Thrift Plan For Employees Of Motivation, Education Andamp; Training, Inc.
Participants per plan141Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in New Caney

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

  1. 1
    403(B) Thrift Plan For Employees Of Motivation, Education Andamp; Training, Inc.$7.4M
    Motivation, Education Andamp; Traini · 2023
  2. 2
    Electrical Controls Of Houston, Inc. 401(K) Profit Sharing Plan$1.2M
    Electrical Controls Of Houston Inc · 2023
  3. 3
    The Morrissey Corporation 401(K) Profit Sharing Plan$568.6K
    The Morrissey Corporation · 2023
  4. 4
    Woodmark Employee Benefit Plan Trust$0
    Woodmark, LLC · 2023
  5. 5
    Motivation Education & Training, Inc. Wrap Plannot reported in the loaded dataset
    Motivation Education & Training, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for New Caney, TX?
5 plan(s) reported by 4 sponsor(s) are loaded for New Caney, TX.

Related Form 5500 pages