Plan5500

Santa Rosa, 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, Santa Rosa, TX has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $3,152,001 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Santa Rosa

  • 2 loaded plans hold $3.2M in reported assets across 1 sponsors.
  • The largest, Rio Grande Valley Sugar Growers, Inc. Employees' Retirement Plan, holds 100% of reported Santa Rosa plan assets.
  • Plans cover 529 participants — about 265 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.2MSummed across loaded plans$3,152,001
Total reported assets$3.2M$3,152,001
Total reported participants529
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.2M total assets
Net assets$3.2MLiabilities$0
Contributions & income
Employer contributions$144.8K
Participant contributions$236.1K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$2.8M
Total expenses$2.8M
Net increase / (decrease)-$1.6M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Santa Rosa, 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

Santa Rosa market comparison

Largest plan share of assets100%Rio Grande Valley Sugar Growers, Inc. Employees' Retirement Plan
Participants per plan265Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Santa Rosa

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

  1. 1
    Rio Grande Valley Sugar Growers, Inc. Employees' Retirement Plan$3.2M
    Rio Grande Valley Sugar Growers · 2023
  2. 2
    Rio Grande Valley Sugar Growers Inc Employee Benefit Plannot reported in the loaded dataset
    Rio Grande Valley Sugar Growers Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages