Tyler, 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, Tyler, TX has 85 loaded benefit plan(s) reported by 57 plan sponsor(s), with $1,061,859,010 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 85
- Plan sponsors
- 57
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,061,859,010
- Total reported liabilities (EOY)
- $3,996,519
- Total reported net assets (EOY)
- $1,057,817,850
Contributions & income
- Employer contributions
- $28,298,676
- Participant contributions
- $49,513,842
- Total income / additions
- $226,925,687
Expenses & distributions
- Benefits paid / distributions
- $101,622,853
- Total expenses
- $104,506,953
- Net increase / (decrease)
- $122,418,734
Coverage
- Total reported participants
- 61,889
- Plans with financial statements
- 47
- Plans with provider compensation
- 29
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Tyler, 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 |
|---|---|---|---|
| Brookshire'S Employee Stock Ownership And 401(K) Plan | Brookshire Holdings, Inc. | $370,807,564 | 2023 |
| Mewbourne Oil Company Employees' 401(K) Plan | Mewbourne Oil Company Employees' 401(K) Plan | $180,238,272 | 2023 |
| Retirement Plan For The Subsidiaries Of Southside Bancshares, Inc. | Southside Bancshares, Inc. | $81,359,881 | 2023 |
| Savings Plan For The Subsidiaries Of Southside Bancshares, Inc. | Southside Bancshares, Inc. | $65,258,235 | 2023 |
| Rex-Hide Industries, Inc. Profit Sharing Plan | Rex-Hide Industries, Inc. | $48,132,039 | 2023 |
| Patientcare 401(K) Savings Plan | Paramedics Logistics Operating Company, LLC | $44,668,410 | 2023 |
| Cavender'S Boot City 401(K) Retirement Plan | Cavender Stores, Ltd. | $43,220,362 | 2023 |
| Ema Engineering & Consulting, Inc. | Ema Engineering & Consulting, Inc. | $25,053,589 | 2023 |
| Rehab Pro Therapy 401(K) Plan | Rehab Pro Therapy | $23,590,381 | 2023 |
| Texas Spine And Joint Hospital 401(K) Profit Sharing Plan | Texas Spine And Joint Hospital, LLC | $22,967,141 | 2023 |
| Heartland Security Insurance Group 401(K) Plan And Trust | Heartland Security Insurance Group, Inc. | $19,329,438 | 2023 |
| Heartland Security Insurance Group Esop Plan | Heartland Security Insurance Group | $16,488,336 | 2023 |
| Heaton Eye Associates Retirement Plan | Charles L Heaton, Md. Pa | $14,852,097 | 2023 |
| Southside Bancshares, Inc. Employee Stock Ownership Plan | Southside Bancshares, Inc. | $11,987,887 | 2023 |
| Hospice Of East Texas Safe Harbor 401(K) Plan | Hospice Of East Texas | $11,617,661 | 2023 |
| Techserv Consulting & Training, Ltd. 401(K) Plan | Techserv Consulting & Training, Ltd. | $9,033,692 | 2023 |
| Sav-More Drug, LLC 401(K) Plan | Sav-More Drug, LLC | $8,094,889 | 2023 |
| Tyler Family Circle Of Care 403(B) Plan | Tyler Family Circle Of Care | $7,644,922 | 2023 |
| American State Bank 401(K) Plan | American State Bank | $7,579,679 | 2023 |
| Vme Services, Inc. 401(K) Plan | Vme Services, Inc. | $6,884,014 | 2023 |
| Roseland Management 401(K) Plan | Roseland Management, LLC | $5,346,929 | 2023 |
| Nathan Jackson Dba Choice Rehab 401(K) P/S Plan | Nathan Jackson, Pllc Dba Choice | $5,201,399 | 2023 |
| Ear, Nose & Throat Associates Of East Texas Retirement Plan | Heaton Ear, Nose & Throat Associates Of East Texas | $4,688,904 | 2023 |
| Education Advanced 401(K) Plan | Education Advanced, Inc. | $4,416,209 | 2023 |
| The Caldwell Foundation 401(K) Plan | The Caldwell Foundation | $3,674,535 | 2023 |
Largest plans in Tyler → · Tyler plans by participants → · Tyler plans with financial data → · Tyler plans with provider compensation → · $1B+ plans in Tyler →
Related Form 5500 pages
- All TX Form 5500 filings
- Brookshire'S Employee Stock Ownership And 401(K) Plan (plan 001)
- Brookshire Holdings, Inc. — all reported plans
- Mewbourne Oil Company Employees' 401(K) Plan (plan 002)
- Mewbourne Oil Company Employees' 401(K) Plan — all reported plans
- Retirement Plan For The Subsidiaries Of Southside Bancshares, Inc. (plan 001)
- Southside Bancshares, Inc. — all reported plans
- Savings Plan For The Subsidiaries Of Southside Bancshares, Inc. (plan 002)
- Rex-Hide Industries, Inc. Profit Sharing Plan (plan 008)
- Rex-Hide Industries, Inc. — all reported plans
- Patientcare 401(K) Savings Plan (plan 003)
- Paramedics Logistics Operating Company, LLC — all reported plans
- Cavender'S Boot City 401(K) Retirement Plan (plan 002)
- Cavender Stores, Ltd. — all reported plans
- Ema Engineering & Consulting, Inc. (plan 001)
- Ema Engineering & Consulting, Inc. — all reported plans
- Rehab Pro Therapy 401(K) Plan (plan 001)
- Rehab Pro Therapy — all reported plans
- Texas Spine And Joint Hospital 401(K) Profit Sharing Plan (plan 001)
- Texas Spine And Joint Hospital, LLC — all reported plans
- Heartland Security Insurance Group 401(K) Plan And Trust (plan 002)
- Heartland Security Insurance Group, Inc. — all reported plans
- Heartland Security Insurance Group Esop Plan (plan 001)
- Heaton Eye Associates Retirement Plan (plan 003)
- Charles L Heaton, Md. Pa — all reported plans
- Southside Bancshares, Inc. Employee Stock Ownership Plan (plan 003)
- Hospice Of East Texas Safe Harbor 401(K) Plan (plan 002)
- Hospice Of East Texas — all reported plans
- Methodology
- Data sources