Plan5500

Port Isabel, 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, Port Isabel, TX has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $408,337 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Port Isabel

  • 1 loaded plans hold $408.3K in reported assets across 1 sponsors.
  • The largest, Baybiz, Inc. 401(K) Plan, holds 100% of reported Port Isabel plan assets.
  • Plans cover 14 participants — about 14 per plan.
  • 100% 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$408.3KSummed across loaded plans$408,337
Total reported assets$408.3K$408,337
Total reported participants14
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$408.3K total assets
Net assets$408.3KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$49.2K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)-$49.2K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Port Isabel market comparison

Largest plan share of assets100%Baybiz, Inc. 401(K) Plan
Participants per plan14Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Port Isabel

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

  1. 1
    Baybiz, Inc. 401(K) Plan$408.3K
    Baybiz, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Port Isabel, TX?
1 plan(s) reported by 1 sponsor(s) are loaded for Port Isabel, TX.

Related Form 5500 pages