Plan5500

Somerville, 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, Somerville, TX has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $20,364,260 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 Somerville

  • 3 loaded plans hold $20.4M in reported assets across 2 sponsors.
  • The largest, Citizens State Bank 401(K) Savings Plan, holds 100% of reported Somerville plan assets.
  • Plans cover 396 participants — about 132 per plan.
  • 33% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.4MSummed across loaded plans$20,364,260
Total reported assets$20.4M$20,364,260
Total reported participants396
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$20.4M total assets
Net assets$20.4MLiabilities$0
Contributions & income
Employer contributions$439.4K
Participant contributions$606.7K
Total income / additions$4.3M
Expenses & distributions
Benefits paid / distributions$931.2K
Total expenses$995.2K
Net increase / (decrease)$3.3M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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

Somerville market comparison

Largest plan share of assets100%Citizens State Bank 401(K) Savings Plan
Participants per plan132Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Somerville

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

  1. 1
    Citizens State Bank 401(K) Savings Plan$20.4M
    Citizens State Bank · 2023
  2. 2
    Citizens State Bank, Inc. Welfare Benefits Wrap Plannot reported in the loaded dataset
    Citizens State Bank, Inc. · 2023
  3. 3
    Evers & Sons, Inc. Health & Welfare Plannot reported in the loaded dataset
    Evers & Sons, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages