How many Form 5500 benefit plans are loaded for Refugio, TX?

1 plan(s) reported by 1 sponsor(s) are loaded for Refugio, TX.

Refugio, 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, Refugio, TX has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,907 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 Refugio

1 loaded plans hold $1.9K in reported assets across 1 sponsors.
The largest, South Texas Oilfield Maintenance Employee Benefit Plan Trust, holds 100% of reported Refugio plan assets.
Plans cover 20 participants — about 20 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$1.9KSummed across loaded plans$1,907

Total reported assets$1.9K$1,907

Total reported participants20

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.9K total assets

Net assets$1.9KLiabilities—

Contributions & income

Employer contributions$25.9K

Participant contributionsNot reported

Total income / additions$25.9K

Expenses & distributions

Benefits paid / distributions$18.6K

Total expenses$28.2K

Net increase / (decrease)-$2.3K

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 Refugio, 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

Refugio market comparison

Largest plan share of assets100%South Texas Oilfield Maintenance Employee Benefit Plan Trust

Participants per plan20Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Refugio

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

1
South Texas Oilfield Maintenance Employee Benefit Plan Trust$1.9K
South Texas Oilfield Maintenance · 2023

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

What to inspect next

Frequently asked questions

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