San Antonio, 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 Antonio, TX has 914 loaded benefit plan(s) reported by 634 plan sponsor(s), with $39,241,886,887 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 914
- Plan sponsors
- 634
- Latest filing year
- 2023
What stands out in San Antonio
- 914 loaded plans hold $39.2B in reported assets across 634 sponsors.
- The largest, Usaa Retirement Savings Plan, holds 25% of reported San Antonio plan assets.
- Plans cover 1,298,298 participants — about 1,420 per plan.
- 58% of loaded plans report full Schedule H/I financial statements.
- 32% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for San Antonio, 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.
San Antonio market comparison
Largest loaded plans in San Antonio
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9Cullen/Frost Bankers, Inc. · 2023
- 10
- 11
- 12
- 13
- 14
- 15
- 16Security Service Federal Credit Union · 2023
- 17Southwest Business Corporation · 2023
- 18
- 19
- 20
- 21
- 22Credit Human Federal Credit Union · 2023
- 23
- 24
- 25
Largest plans in San Antonio → · San Antonio plans by participants → · San Antonio plans with financial data → · San Antonio plans with provider compensation → · $1B+ plans in San Antonio →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for San Antonio, TX?
- 914 plan(s) reported by 634 sponsor(s) are loaded for San Antonio, TX.
Related Form 5500 pages
- All TX Form 5500 filings
- Usaa Retirement Savings Plan (plan 002)
- United Services Automobile Association — all reported plans
- Usaa Pension Plan (plan 001)
- H-E-B Savings & Retirement Plan (plan 001)
- H. E. Butt Grocery Company — all reported plans
- Valero Energy Corporation Thrift Plan (plan 002)
- Valero Energy Corporation — all reported plans
- Valero Energy Corporation Pension Plan (plan 005)
- Southwest Research Institute Retirement Plan (plan 003)
- Southwest Research Institute — all reported plans
- H-E-B Partner Stock Plan (plan 002)
- Vericast Corp. 401(K) Plan (plan 003)
- Vericast Corp. — all reported plans
- The 401(K) Stock Purchase Plan For Employees Of Cullen/Frost Bankers, Inc. And Its Affiliates (plan 003)
- Cullen/Frost Bankers, Inc. — all reported plans
- Zhi 401(K) Retirement Savings Plan (plan 004)
- Zachry Holdings, Inc. — all reported plans
- Holt Companies Retirement Plan (plan 001)
- B. D. Holt Company — all reported plans
- Rackspace Us, Inc. 401(K) Plan (plan 001)
- Rackspace, Us Inc. — all reported plans
- Trinity University 403(B) Retirement Plan (plan 401)
- Trinity University — all reported plans
- Nustar Thrift Plan (plan 002)
- Nustar Services Company LLC — all reported plans
- Premcor Retirement Savings Plan (plan 010)
- Methodology
- Data sources