Plan5500

San Benito, 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 Benito, TX has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $4,826,744 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
2
Latest filing year
2023

What stands out in San Benito

  • 3 loaded plans hold $4.8M in reported assets across 2 sponsors.
  • The largest, Sunny Glen Children'S Home 403(B) Plan, holds 50% of reported San Benito plan assets.
  • Plans cover 1,586 participants — about 529 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 67% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.8MSummed across loaded plans$4,826,744
Total reported assets$4.8M$4,826,744
Total reported participants1.6K1,586
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.8M total assets
Net assets$4.8MLiabilities$0
Contributions & income
Employer contributions$683.4K
Participant contributions$1M
Total income / additions$2.9M
Expenses & distributions
Benefits paid / distributions$461.4K
Total expenses$517.1K
Net increase / (decrease)$2.4M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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

San Benito market comparison

Largest plan share of assets50%Sunny Glen Children'S Home 403(B) Plan
Participants per plan529Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in San Benito

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

  1. 1
    Sunny Glen Children'S Home 403(B) Plan$2.4M
    Sunny Glen Children'S Home · 2023
  2. 2
    Spark Power Corp Usa 401(K) Plan$2.4M
    Spark Power (Usa) Corp · 2023
  3. 3
    Spark Power Health And Welfare Plannot reported in the loaded dataset
    Spark Power Corp. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for San Benito, TX?
3 plan(s) reported by 2 sponsor(s) are loaded for San Benito, TX.

Related Form 5500 pages