Plan5500

Palestine, 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, Palestine, TX has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $10,416,949 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
8
Latest filing year
2023

What stands out in Palestine

  • 9 loaded plans hold $10.4M in reported assets across 8 sponsors.
  • The largest, Pentecom Retirement Trust, holds 35% of reported Palestine plan assets.
  • Plans cover 521 participants — about 58 per plan.
  • 89% 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$247KSummed across loaded plans$247,024
Total reported assets$10.4M$10,416,949
Total reported participants521
Total reported liabilities$10.2M$10,169,925

Reported net position

Reported assets = net assets + liabilities (summed)$10.4M total assets
Net assets$247KLiabilities$10.2M
Contributions & income
Employer contributions$927.4K
Participant contributions$492.2K
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$513.4K
Total expenses$885.7K
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements8 / 9 (89%)
Plans with provider compensation0 / 9 ()

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

Palestine market comparison

Largest plan share of assets35%Pentecom Retirement Trust
Participants per plan58Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Palestine

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

  1. 1
    Pentecom Retirement Trust$3.7M
    Pentecom, Inc. · 2023
  2. 2
    George & Co. Cpa Pc 401(K) Plan$1.7M
    Jesse George, Iii · 2023
  3. 3
    James Orthodontics Inc. Profit Sharing Plan$1.4M
    James Orthodontics Inc · 2023
  4. 4
    Upper Neches River Municipal Water Authority Employees Pension Plan & Trust$1.3M
    Upper Neches River Municipal Water Authority · 2023
  5. 5
    Pentecom Employee Stock Ownership Plan$1.2M
    Pentecom, Inc. · 2023
  6. 6
    Lightfoot Air Conditioning And Refrigeration, Inc 401k Safe Harbor Plan$636.8K
    Lightfoot Air Conditioning And Refrigeration, Inc · 2023
  7. 7
    James Financial Group Profit Sharing Plan$523.5K
    James Financial Group · 2023
  8. 8
    Rimi Events Company 401(K) Plan$6.9K
    Rimi Events Company · 2023
  9. 9
    5j Oilfield Services, LLC Health And Welfare Plannot reported in the loaded dataset
    5j Oilfield Services, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Palestine, TX?
9 plan(s) reported by 8 sponsor(s) are loaded for Palestine, TX.

Related Form 5500 pages