Schertz, 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, Schertz, TX has 14 loaded benefit plan(s) reported by 12 plan sponsor(s), with $29,693,270 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 14
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $29,693,270
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $29,693,270
Contributions & income
- Employer contributions
- $731,485
- Participant contributions
- $445,593
- Total income / additions
- $5,351,387
Expenses & distributions
- Benefits paid / distributions
- $2,779,592
- Total expenses
- $3,026,635
- Net increase / (decrease)
- $2,324,752
Coverage
- Total reported participants
- 1,122
- Plans with financial statements
- 10
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Schertz, 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 |
|---|---|---|---|
| Retirement Plan For Employees Of Block Distributing Company, Ltd | Republic National Distributing Company, LLC | $23,188,170 | 2023 |
| Itm 401(K) Plan | Itm Partners, Ltd. | $3,057,647 | 2023 |
| Jsr, Inc. 401(K) Profit Sharing Plan | Jsr, Inc. | $2,274,194 | 2023 |
| National Emergency Management And Response 403(B) Retirement Plan | National Emergency Management And Response | $684,346 | 2023 |
| The One Where They Bought A Franchise Corp. Retirement Plan | The One Where They Bought A Franchise Corp. | $145,377 | 2023 |
| Go About Doing Good Corporation 401(K) Profit Sharing Plan | Go About Doing Good Corporation | $144,365 | 2023 |
| Starfire Distributing 401(K) And Profit Sharing Plan | Starfire Distributing | $104,514 | 2023 |
| Unbelievable Investment Plan | Unbelievable Inc. | $79,380 | 2023 |
| Optimum Resolutions, Inc. 401(K) Plan | Optimum Resolutions, Inc. | $15,277 | 2023 |
| Karel Manufacturing, Inc. Employee Stock Ownersip Plan | Karel Manufacturing, Inc. | $0 | 2023 |
| National Emergency Management And Response Health Plan | National Emergency Management And Response | not reported in the loaded dataset | 2023 |
| Magnum Technical Services, Inc. Health And Welfare Benefits Plan | Magnum Technical Services, Inc. | not reported in the loaded dataset | 2023 |
| Jsr, Inc. Life Insurance Plan | Jsr, Inc. | not reported in the loaded dataset | 2023 |
| Management Resource Group Welfare Benefit Plan | Management Resource Group | not reported in the loaded dataset | 2023 |
Largest plans in Schertz → · Schertz plans by participants → · Schertz plans with financial data → · Schertz plans with provider compensation → · $1B+ plans in Schertz →
Related Form 5500 pages
- All TX Form 5500 filings
- Retirement Plan For Employees Of Block Distributing Company, Ltd (plan 001)
- Republic National Distributing Company, LLC — all reported plans
- Itm 401(K) Plan (plan 001)
- Itm Partners, Ltd. — all reported plans
- Jsr, Inc. 401(K) Profit Sharing Plan (plan 001)
- Jsr, Inc. — all reported plans
- National Emergency Management And Response 403(B) Retirement Plan (plan 001)
- National Emergency Management And Response — all reported plans
- The One Where They Bought A Franchise Corp. Retirement Plan (plan 001)
- The One Where They Bought A Franchise Corp. — all reported plans
- Go About Doing Good Corporation 401(K) Profit Sharing Plan (plan 001)
- Go About Doing Good Corporation — all reported plans
- Starfire Distributing 401(K) And Profit Sharing Plan (plan 001)
- Starfire Distributing — all reported plans
- Unbelievable Investment Plan (plan 001)
- Unbelievable Inc. — all reported plans
- Optimum Resolutions, Inc. 401(K) Plan (plan 001)
- Optimum Resolutions, Inc. — all reported plans
- Karel Manufacturing, Inc. Employee Stock Ownersip Plan (plan 002)
- Karel Manufacturing, Inc. — all reported plans
- National Emergency Management And Response Health Plan (plan 501)
- Magnum Technical Services, Inc. Health And Welfare Benefits Plan (plan 501)
- Magnum Technical Services, Inc. — all reported plans
- Jsr, Inc. Life Insurance Plan (plan 501)
- Management Resource Group Welfare Benefit Plan (plan 502)
- Management Resource Group — all reported plans
- Methodology
- Data sources