San Marcos, 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 Marcos, TX has 29 loaded benefit plan(s) reported by 21 plan sponsor(s), with $245,772,751 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 29
- Plan sponsors
- 21
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $245,772,751
- Total reported liabilities (EOY)
- $81,930
- Total reported net assets (EOY)
- $245,690,821
Contributions & income
- Employer contributions
- $9,342,904
- Participant contributions
- $19,131,950
- Total income / additions
- $65,912,398
Expenses & distributions
- Benefits paid / distributions
- $22,133,786
- Total expenses
- $22,820,149
- Net increase / (decrease)
- $43,092,249
Coverage
- Total reported participants
- 14,807
- Plans with financial statements
- 17
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for San Marcos, 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 |
|---|---|---|---|
| Mccoy 401(K) Retirement Savings Plan | Mccoy Corporation | $86,699,153 | 2023 |
| Thermon Inc. 401(K) Plan | Thermon, Inc. | $57,579,542 | 2023 |
| Cfan Company Retirement/Savings Plan | Cfan Company | $33,524,251 | 2023 |
| Hunter Industries Holding Company, Ltd. 401(K) Savings Plan | Hunter Industries Holding Company, Ltd | $20,578,990 | 2023 |
| Berry Aviation, Inc. Profit Sharing 401(K) Plan | Berry Aviation, Inc. | $8,732,443 | 2023 |
| Chuck Nash 401(K) Plan | Chuck Nash Chevrolet Buick, Inc. | $7,669,159 | 2023 |
| Honda Of San Marcos 401(K) Plan | Honda Of San Marcos | $6,440,003 | 2023 |
| Pgm Of Texas Retirement Plan | Pgm Of Texas, LLC | $5,605,841 | 2023 |
| San Marcos Hays County Ems, Inc. 401(K) Plan | San Marcos/ Hays County Ems, Inc. | $4,287,205 | 2023 |
| Community Action Inc. Of Central Texas 401k Retirement Plan | Community Action Inc. Of Central Texas | $4,113,892 | 2023 |
| Heldenfels Enterprises, Inc. 401(K) Profit Sharing Plan | Heldenfels Enterprises, Inc. | $3,632,885 | 2023 |
| Caraday Healthcare, LLC 401(K) Plan | Caraday Healthcare, LLC | $3,162,874 | 2023 |
| Sbti 401(K) And Profit Sharing Plan | Sigma Breakthrough Technologies, Inc. | $2,408,584 | 2023 |
| Redhead Auto Parts Inc 401(K) Plan | Redhead Auto Parts Inc | $1,037,017 | 2023 |
| Treasury Management Services, Inc. 401(K) Plan | Treasury Management Services, Inc. | $299,060 | 2023 |
| Kahoma Corp. 401(K) Plan | Kahoma Corp. | $1,852 | 2023 |
| Telenetwork, Inc. 401(K) Plan | Telenetwork, Inc. | $0 | 2023 |
| San Marcos Auto Sales Dba Honda Of San Marcos Employee Benefits Plan | San Marcos Auto Sales Dba Honda Of San Marcos | not reported in the loaded dataset | 2023 |
| Wood Bayour Healthcare, Inc. Dba San Marcos Rehabilitation And Healthcare Center Occupational Injury Plan | Wood Bayou Healthcare, Inc. | not reported in the loaded dataset | 2023 |
| Pgm Of Texas, LLC Employee Benefit Plan | Pgm Of Texas | not reported in the loaded dataset | 2023 |
| Cfan Flexible Benefit Plan | Cfan Company | not reported in the loaded dataset | 2023 |
| El Milago Of Texas Health & Welfare Benefits Plan | El Milago Of Texas | not reported in the loaded dataset | 2023 |
| Community Action, Inc. Of Central Texas Health And Welfare Benefit Plan | Community Action, Inc. Of Central Texas | not reported in the loaded dataset | 2023 |
| Mccoy'S Employee Benefits Plan | Mccoy'S | not reported in the loaded dataset | 2023 |
| San Marcos Hays County Ems, Inc. Health And Welfare Plan | San Marcos/ Hays County Ems, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in San Marcos → · San Marcos plans by participants → · San Marcos plans with financial data → · San Marcos plans with provider compensation → · $1B+ plans in San Marcos →
Related Form 5500 pages
- All TX Form 5500 filings
- Mccoy 401(K) Retirement Savings Plan (plan 001)
- Mccoy Corporation — all reported plans
- Thermon Inc. 401(K) Plan (plan 001)
- Thermon, Inc. — all reported plans
- Cfan Company Retirement/Savings Plan (plan 001)
- Cfan Company — all reported plans
- Hunter Industries Holding Company, Ltd. 401(K) Savings Plan (plan 001)
- Hunter Industries Holding Company, Ltd — all reported plans
- Berry Aviation, Inc. Profit Sharing 401(K) Plan (plan 001)
- Berry Aviation, Inc. — all reported plans
- Chuck Nash 401(K) Plan (plan 001)
- Chuck Nash Chevrolet Buick, Inc. — all reported plans
- Honda Of San Marcos 401(K) Plan (plan 001)
- Honda Of San Marcos — all reported plans
- Pgm Of Texas Retirement Plan (plan 001)
- Pgm Of Texas, LLC — all reported plans
- San Marcos Hays County Ems, Inc. 401(K) Plan (plan 001)
- San Marcos/ Hays County Ems, Inc. — all reported plans
- Community Action Inc. Of Central Texas 401k Retirement Plan (plan 001)
- Community Action Inc. Of Central Texas — all reported plans
- Heldenfels Enterprises, Inc. 401(K) Profit Sharing Plan (plan 001)
- Heldenfels Enterprises, Inc. — all reported plans
- Caraday Healthcare, LLC 401(K) Plan (plan 001)
- Caraday Healthcare, LLC — all reported plans
- Sbti 401(K) And Profit Sharing Plan (plan 001)
- Sigma Breakthrough Technologies, Inc. — all reported plans
- Redhead Auto Parts Inc 401(K) Plan (plan 001)
- Redhead Auto Parts Inc — all reported plans
- Treasury Management Services, Inc. 401(K) Plan (plan 001)
- Treasury Management Services, Inc. — all reported plans
- Methodology
- Data sources