Plan5500

Sonora, 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, Sonora, TX has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $11,557,877 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Sonora

  • 1 loaded plans hold $11.6M in reported assets across 1 sponsors.
  • The largest, First Sonora Bancshares, Inc. 401(K)Employee Stock Ownership Plan, holds 100% of reported Sonora plan assets.
  • Plans cover 164 participants — about 164 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.6MSummed across loaded plans$11,557,877
Total reported assets$11.6M$11,557,877
Total reported participants164
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.6M total assets
Net assets$11.6MLiabilities$0
Contributions & income
Employer contributions$615.3K
Participant contributions$476.7K
Total income / additions$2.9M
Expenses & distributions
Benefits paid / distributions$631.9K
Total expenses$670.3K
Net increase / (decrease)$2.3M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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

Sonora market comparison

Largest plan share of assets100%First Sonora Bancshares, Inc. 401(K)Employee Stock Ownership Plan
Participants per plan164Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Sonora

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

  1. 1
    First Sonora Bancshares, Inc. 401(K)Employee Stock Ownership Plan$11.6M
    First Sonora Bancshares Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages