Plan5500

Universal City, 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, Universal City, TX has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $275,368,169 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023

What stands out in Universal City

  • 6 loaded plans hold $275.4M in reported assets across 4 sponsors.
  • The largest, Randolph-Brooks Federal Credit Union 401(K) Plan, holds 97% of reported Universal City plan assets.
  • Plans cover 3,174 participants — about 529 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$275.4MSummed across loaded plans$275,368,169
Total reported assets$275.4M$275,368,169
Total reported participants3.2K3,174
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$275.4M total assets
Net assets$275.4MLiabilities$0
Contributions & income
Employer contributions$13.5M
Participant contributions$12.3M
Total income / additions$71.4M
Expenses & distributions
Benefits paid / distributions$14.5M
Total expenses$14.6M
Net increase / (decrease)$56.8M

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation2 / 6 (33%)

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

Universal City market comparison

Largest plan share of assets97%Randolph-Brooks Federal Credit Union 401(K) Plan
Participants per plan529Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Universal City

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

  1. 1
    Randolph-Brooks Federal Credit Union 401(K) Plan$267.9M
    Randolph-Brooks Federal Credit Union · 2023
  2. 2
    Jana, Inc. Retirement Plan$7.4M
    Jana, Inc. · 2023
  3. 3
    Claddagh Solutions Retirement Plan$98K
    Claddagh Solutions, Inc. · 2023
  4. 4
    Wood Creek Vapory Corporation 401(K) Plan$17K
    Wood Creek Vapory Corporation · 2023
  5. 5
    Jana, Inc. Group Life Insurancenot reported in the loaded dataset
    Jana, Inc. · 2023
  6. 6
    Jana, Inc. Group Ltd Insurancenot reported in the loaded dataset
    Jana, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Universal City, TX?
6 plan(s) reported by 4 sponsor(s) are loaded for Universal City, TX.

Related Form 5500 pages