Taylor, 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, Taylor, TX has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $413,922,537 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $413,922,537
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $414,285,525
Contributions & income
- Employer contributions
- $17,549,949
- Participant contributions
- $12,736,235
- Total income / additions
- $96,891,612
Expenses & distributions
- Benefits paid / distributions
- $28,803,933
- Total expenses
- $28,956,158
- Net increase / (decrease)
- $67,935,454
Coverage
- Total reported participants
- 2,786
- Plans with financial statements
- 6
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Taylor, 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 |
|---|---|---|---|
| Electric Reliability Council Of Texas 401(K) Savings Plan | Ercot | $396,223,615 | 2023 |
| Floydco, Inc. Retirement Plan | Floydco, Inc. | $7,313,486 | 2023 |
| The City National Bank, Taylor 401(K) Plan | The City National Bank Of Taylor | $6,852,356 | 2023 |
| Cabinet Specialists 401(K) Plan | Cabinet Specialists | $3,103,508 | 2023 |
| Sst Records, Inc. Profit Sharing Plan | Sst Records, Inc. | $419,570 | 2023 |
| Mercy Business Services Inc. 401(K) Plan | Mercy Business Services Inc. | $10,002 | 2023 |
| Patin Construction, LLC Life And Ad&D Plan | Patin Construction, LLC | not reported in the loaded dataset | 2023 |
| Floydco Health And Welfare Plan | Floydco, Inc. | not reported in the loaded dataset | 2023 |
| Electric Reliability Council Of Texas, Inc. Welfare Benefits Plan | Electric Reliability Council Of Texas, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Taylor → · Taylor plans by participants → · Taylor plans with financial data → · Taylor plans with provider compensation → · $1B+ plans in Taylor →
Related Form 5500 pages
- All TX Form 5500 filings
- Electric Reliability Council Of Texas 401(K) Savings Plan (plan 002)
- Ercot — all reported plans
- Floydco, Inc. Retirement Plan (plan 001)
- Floydco, Inc. — all reported plans
- The City National Bank, Taylor 401(K) Plan (plan 002)
- The City National Bank Of Taylor — all reported plans
- Cabinet Specialists 401(K) Plan (plan 001)
- Cabinet Specialists — all reported plans
- Sst Records, Inc. Profit Sharing Plan (plan 001)
- Sst Records, Inc. — all reported plans
- Mercy Business Services Inc. 401(K) Plan (plan 001)
- Mercy Business Services Inc. — all reported plans
- Patin Construction, LLC Life And Ad&D Plan (plan 501)
- Patin Construction, LLC — all reported plans
- Floydco Health And Welfare Plan (plan 501)
- Electric Reliability Council Of Texas, Inc. Welfare Benefits Plan (plan 501)
- Methodology
- Data sources