Olney, 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, Olney, TX has 8 loaded benefit plan(s) reported by 4 plan sponsor(s), with $441,992,588 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$441,992,588
Total reported liabilities (EOY)
$72,632,429
Total reported net assets (EOY)
$369,360,159

Contributions & income

Employer contributions
$5,210,585
Participant contributions
$6,869,334
Total income / additions
$46,409,391

Expenses & distributions

Benefits paid / distributions
$14,301,715
Total expenses
$15,094,087
Net increase / (decrease)
$31,315,304

Coverage

Total reported participants
4,613
Plans with financial statements
4
Plans with provider compensation
3

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

Largest loaded plans in Olney, TX
PlanSponsorReported assets (EOY)Year
Air Tractor Holdings, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc.$356,553,9182023
Olney Bancshares Of Texas, Inc. Employees 401(K) Retirement Plan And TrustOlney Bancshares Of Texas, Inc.$44,299,3012023
Air Tractor, Inc. 401(K) Retirement PlanAir Tractor, Inc.$26,813,3002023
Tower Extrusions, LLC. 401(K) PlanTower Extrusions, LLC.$14,326,0692023
Tower Extrusions, LLC Health & Welfare Benefit PlansTower Extrusions, LLCnot reported in the loaded dataset2023
Air Tractor, Inc. Employee Health Benefit PlanAir Tractor, Inc.not reported in the loaded dataset2023
Air Tractor, Inc. Flexible Benefit PlanAir Tractor, Inc.not reported in the loaded dataset2023
Olney Bancshares Of Texas, Inc. Health And Welfare PlanOlney Bancshares Of Texas, Inc.not reported in the loaded dataset2023

Related Form 5500 pages