San Angelo, 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, San Angelo, TX has 46 loaded benefit plan(s) reported by 28 plan sponsor(s), with $502,179,643 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 46
- Plan sponsors
- 28
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $502,179,643
- Total reported liabilities (EOY)
- $578,752
- Total reported net assets (EOY)
- $504,889,174
Contributions & income
- Employer contributions
- $12,385,192
- Participant contributions
- $25,060,514
- Total income / additions
- $117,898,936
Expenses & distributions
- Benefits paid / distributions
- $34,303,606
- Total expenses
- $35,855,459
- Net increase / (decrease)
- $82,043,477
Coverage
- Total reported participants
- 19,574
- Plans with financial statements
- 19
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for San Angelo, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Shannon Medical Center 401(K) Savings And Retirement Plan | Shannon Medical Center | $408,224,064 | 2023 |
| Reece Albert, Inc. 401(K) Savings Plan | Reece Albert, Inc. | $22,234,506 | 2023 |
| Webb, Stokes & Sparks 401(K) Pre-Tax Savings & Profit Sharing Plan | Webb, Stokes & Sparks Llp | $13,339,662 | 2023 |
| Housley Communications Profit Sharing Plan And Trust | Housley Communications, Inc. | $11,752,725 | 2023 |
| Timeclock Plus, LLC 401(K) Profit Sharing Plan | Timeclock Plus, LLC | $11,342,268 | 2023 |
| Jim Bass Ford, Inc. 401(K) Plan | Jim Bass Ford, Inc. | $9,993,905 | 2023 |
| Automatic Fire Protection, Inc. 401(K) Plan | Automatic Fire Protection, Inc. | $8,348,245 | 2023 |
| Bepc, Incorporated Employee Stock Ownership Plan | Bepc, Inc. | $6,029,192 | 2023 |
| Anodyne, Inc. Profit Sharing Plan | Anodyne, Inc. | $5,306,264 | 2023 |
| Trimble-Batjer 401(K) Employee Savings Plan | Trimble-Batjer Insurance Associates, Llp | $2,295,986 | 2023 |
| Theodore A. Hargrove, Iii Profit-Sharing Plan | Theodore A. Hargove, Iii Attorney At Law | $1,942,089 | 2023 |
| Concho Valley Electric Cooperative, Inc., Retiree Welfare Benefit Plan | Concho Valley Electric Cooperative, Inc. | $602,014 | 2023 |
| Take Control Inc. 401(K) Plan | Take Control Inc. | $375,629 | 2023 |
| Concho Valley Workforce Development Board 401(K) Profit Sharing Plan | Concho Valley Workforce Development | $232,632 | 2023 |
| Isaac Insurance Agency, Inc. 401(K) Plan | Isaac Insurance Agency, Inc. | $160,462 | 2023 |
| John G. Jefferies Profit-Sharing Keogh Plan | John G. Jefferies Deceased | $0 | 2023 |
| Western Shamrock Corporation 401(K) Plan | Western Shamrock Corporation | $0 | 2023 |
| Lone Star Beef, Lp Medical, Life, & Indemnity Insurance Plan | Lone Star Beef Processors, Lp | $0 | 2023 |
| Hidden Treasures Cafe, Inc. 401(K) Plan | Hidden Treasures Cafe, Inc. | $0 | 2023 |
| Bepc, Inc. Wrap Plan | Bepc, Inc. | not reported in the loaded dataset | 2023 |
| Family Powersports, Inc. Medical Plan | Family Powersports, Inc. | not reported in the loaded dataset | 2023 |
| Family Powersports, Inc. Ancillary Plan | Family Powersports, Inc. | not reported in the loaded dataset | 2023 |
| Sendero Health Care Benefit Program | Sendero Drilling Company, LLC | not reported in the loaded dataset | 2023 |
| Sendero Drilling Vision Plan | Sendero Drilling Company, LLC | not reported in the loaded dataset | 2023 |
| Sendero Drilling Dental Plan | Sendero Drilling Company, LLC | not reported in the loaded dataset | 2023 |
Largest plans in San Angelo → · San Angelo plans by participants → · San Angelo plans with financial data → · San Angelo plans with provider compensation → · $1B+ plans in San Angelo →
Related Form 5500 pages
- All TX Form 5500 filings
- Shannon Medical Center 401(K) Savings And Retirement Plan (plan 001)
- Shannon Medical Center — all reported plans
- Reece Albert, Inc. 401(K) Savings Plan (plan 001)
- Reece Albert, Inc. — all reported plans
- Webb, Stokes & Sparks 401(K) Pre-Tax Savings & Profit Sharing Plan (plan 001)
- Webb, Stokes & Sparks Llp — all reported plans
- Housley Communications Profit Sharing Plan And Trust (plan 001)
- Housley Communications, Inc. — all reported plans
- Timeclock Plus, LLC 401(K) Profit Sharing Plan (plan 001)
- Timeclock Plus, LLC — all reported plans
- Jim Bass Ford, Inc. 401(K) Plan (plan 001)
- Jim Bass Ford, Inc. — all reported plans
- Automatic Fire Protection, Inc. 401(K) Plan (plan 001)
- Automatic Fire Protection, Inc. — all reported plans
- Bepc, Incorporated Employee Stock Ownership Plan (plan 001)
- Bepc, Inc. — all reported plans
- Anodyne, Inc. Profit Sharing Plan (plan 001)
- Anodyne, Inc. — all reported plans
- Trimble-Batjer 401(K) Employee Savings Plan (plan 001)
- Trimble-Batjer Insurance Associates, Llp — all reported plans
- Theodore A. Hargrove, Iii Profit-Sharing Plan (plan 001)
- Theodore A. Hargove, Iii Attorney At Law — all reported plans
- Concho Valley Electric Cooperative, Inc., Retiree Welfare Benefit Plan (plan 526)
- Concho Valley Electric Cooperative, Inc. — all reported plans
- Take Control Inc. 401(K) Plan (plan 001)
- Take Control Inc. — all reported plans
- Concho Valley Workforce Development Board 401(K) Profit Sharing Plan (plan 001)
- Concho Valley Workforce Development — all reported plans
- Isaac Insurance Agency, Inc. 401(K) Plan (plan 002)
- Isaac Insurance Agency, Inc. — all reported plans
- Methodology
- Data sources