Plan5500

Pilot Point, 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, Pilot Point, TX has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $33,856,315 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023

What stands out in Pilot Point

  • 6 loaded plans hold $33.9M in reported assets across 4 sponsors.
  • The largest, Pilot Point Bancorp, Inc. Employee Stock Ownership Plan, holds 52% of reported Pilot Point plan assets.
  • Plans cover 548 participants — about 91 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$33.9MSummed across loaded plans$33,856,315
Total reported assets$33.9M$33,856,315
Total reported participants548
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$33.9M total assets
Net assets$33.9MLiabilities$0
Contributions & income
Employer contributions$1.8M
Participant contributions$877.4K
Total income / additions$6.2M
Expenses & distributions
Benefits paid / distributions$2.9M
Total expenses$2.9M
Net increase / (decrease)$3.3M

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation2 / 6 (33%)

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

Pilot Point market comparison

Largest plan share of assets52%Pilot Point Bancorp, Inc. Employee Stock Ownership Plan
Participants per plan91Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Pilot Point

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

  1. 1
    Pilot Point Bancorp, Inc. Employee Stock Ownership Plan$17.5M
    Pilot Point Bancorp, Inc. · 2023
  2. 2
    Staley Steel And Bludau Fabrication Retirement Plan$8.2M
    Staley Steele LLC · 2023
  3. 3
    Pilot Point Bancorp, Inc. 401(K) Plan$7.4M
    Pilot Point Bancorp, Inc. · 2023
  4. 4
    Pope Heritage Farm, Ltd. 401(K) Plan$771.9K
    Pope Heritage Farm, Ltd. · 2023
  5. 5
    Pointbank Employee Health Care Plannot reported in the loaded dataset
    Pointbank · 2023
  6. 6
    Pointbank Life & Disability Plannot reported in the loaded dataset
    Pointbank · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Pilot Point, TX?
6 plan(s) reported by 4 sponsor(s) are loaded for Pilot Point, TX.

Related Form 5500 pages