Plan5500

Spicewood, 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, Spicewood, TX has 11 loaded benefit plan(s) reported by 8 plan sponsor(s), with $12,108,353 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
8
Latest filing year
2023

What stands out in Spicewood

  • 11 loaded plans hold $12.1M in reported assets across 8 sponsors.
  • The largest, Materials Hardware & Supply Co., Inc. Pension Plan, holds 49% of reported Spicewood plan assets.
  • Plans cover 1,865 participants — about 170 per plan.
  • 64% of loaded plans report full Schedule H/I financial statements.
  • 9% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.1MSummed across loaded plans$12,108,353
Total reported assets$12.1M$12,108,353
Total reported participants1.9K1,865
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.1M total assets
Net assets$12.1MLiabilities$0
Contributions & income
Employer contributions$201.1K
Participant contributions$485.2K
Total income / additions$2.8M
Expenses & distributions
Benefits paid / distributions$795.7K
Total expenses$839.7K
Net increase / (decrease)$2M

Data coverage

Plans with financial statements7 / 11 (64%)
Plans with provider compensation1 / 11 (9%)

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

Spicewood market comparison

Largest plan share of assets49%Materials Hardware & Supply Co., Inc. Pension Plan
Participants per plan170Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Spicewood

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

  1. 1
    Materials Hardware & Supply Co., Inc. Pension Plan$5.9M
    Materials Hardware & Supply Co., Inc. · 2023
  2. 2
    Ford Restaurant Group Retirement Savings Plan$5.3M
    Ford Restaurant Group, Inc. · 2023
  3. 3
    3hundred Health Corporation Profit Sharing Plan$459.8K
    3hundred Health Corporation · 2023
  4. 4
    Synergy Behavioral Health Inc 401(K) Plan$160K
    Synergy Behavioral Health Inc · 2023
  5. 5
    Southwest Austin Ventures Corp. Profit Sharing Plan$120K
    Southwest Austin Ventures Corp. · 2023
  6. 6
    Team Jt Enterprises, Inc. 401(K) Plan$110K
    Team Jt Enterprises, Inc. · 2023
  7. 7
    David L Berry Md Pa P/S Plan$0
    David L Berry Md Pa · 2023
  8. 8
    Ford Restaurant Group Medical Plannot reported in the loaded dataset
    Ford Restaurant Group, Inc. · 2023
  9. 9
    Ford Restaurant Group Welfare Plannot reported in the loaded dataset
    Ford Restaurant Group, Inc. · 2023
  10. 10
    Ford Restaurant Group Health And Welfare Plan - Non Subscribernot reported in the loaded dataset
    Ford Restaurant Group Health And Welfare · 2023
  11. 11
    Lehne Construction, Inc.not reported in the loaded dataset
    Lehne Construction, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Spicewood, TX?
11 plan(s) reported by 8 sponsor(s) are loaded for Spicewood, TX.

Related Form 5500 pages