Plan5500

Tulia, 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, Tulia, TX has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $4,291,656 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Tulia

  • 2 loaded plans hold $4.3M in reported assets across 2 sponsors.
  • The largest, Swisher Electric Coopertive Retiree Welfare Benefit Plan, holds 57% of reported Tulia plan assets.
  • Plans cover 36 participants — about 18 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.3MSummed across loaded plans$4,291,656
Total reported assets$4.3M$4,291,656
Total reported participants36
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$4.3M total assets
Net assets$4.3MLiabilities—
Contributions & income
Employer contributions$77K
Participant contributionsNot reported
Total income / additions$433.9K
Expenses & distributions
Benefits paid / distributions$80.7K
Total expenses$80.7K
Net increase / (decrease)$353.2K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Tulia market comparison

Largest plan share of assets57%Swisher Electric Coopertive Retiree Welfare Benefit Plan
Participants per plan18Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Tulia

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

  1. 1
    Swisher Electric Coopertive Retiree Welfare Benefit Plan$2.4M
    Swisher Electric Cooperative · 2023
  2. 2
    D/A Mfg Co., Inc. Retirement Plan$1.9M
    D/A Mfg Co., Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages