Plan5500

Pleasanton, 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, Pleasanton, TX has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $14,016,334 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Pleasanton

  • 3 loaded plans hold $14M in reported assets across 3 sponsors.
  • The largest, Wilco Peanut Company Employees Profit Sharing Plan & Trust, holds 85% of reported Pleasanton plan assets.
  • Plans cover 166 participants — about 55 per plan.
  • 100% 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$14MSummed across loaded plans$14,015,646
Total reported assets$14M$14,016,334
Total reported participants166
Total reported liabilities$688

Reported net position

Reported assets = net assets + liabilities (summed)$14M total assets
Net assets$14MLiabilities$688
Contributions & income
Employer contributions$0
Participant contributions$345.3K
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$626.7K
Total expenses$635.3K
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation1 / 3 (33%)

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

Pleasanton market comparison

Largest plan share of assets85%Wilco Peanut Company Employees Profit Sharing Plan & Trust
Participants per plan55Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Pleasanton

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

  1. 1
    Wilco Peanut Company Employees Profit Sharing Plan & Trust$11.9M
    Wilco Peanut Company · 2023
  2. 2
    403(B) Thrift Plan For Employees Of Atascosa Health Center, Inc.$2.1M
    Atascosa Health Center, Inc. · 2023
  3. 3
    Live Oak Coffee Company Retirement Plan$5K
    Live Oak Coffee Company · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Pleasanton, TX?
3 plan(s) reported by 3 sponsor(s) are loaded for Pleasanton, TX.

Related Form 5500 pages