Plan5500

Uvalde, 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, Uvalde, TX has 9 loaded benefit plan(s) reported by 4 plan sponsor(s), with $25,511,542 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
4
Latest filing year
2023

What stands out in Uvalde

  • 9 loaded plans hold $25.5M in reported assets across 4 sponsors.
  • The largest, First State Bank Of Uvalde Retirement Plan, holds 81% of reported Uvalde plan assets.
  • Plans cover 1,354 participants — about 150 per plan.
  • 33% 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$25.5MSummed across loaded plans$25,511,542
Total reported assets$25.5M$25,511,542
Total reported participants1.4K1,354
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$25.5M total assets
Net assets$25.5MLiabilities$0
Contributions & income
Employer contributions$181.4K
Participant contributions$347.9K
Total income / additions$3.4M
Expenses & distributions
Benefits paid / distributions$15.9M
Total expenses$16.1M
Net increase / (decrease)-$12.7M

Data coverage

Plans with financial statements3 / 9 (33%)
Plans with provider compensation3 / 9 (33%)

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

Uvalde market comparison

Largest plan share of assets81%First State Bank Of Uvalde Retirement Plan
Participants per plan150Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Uvalde

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

  1. 1
    First State Bank Of Uvalde Retirement Plan$20.8M
    First State Bank Of Uvalde · 2023
  2. 2
    401(K) Profit Sharing Plan For Employees Of Community Health Development, Inc.$4.3M
    Community Health Development, · 2023
  3. 3
    Mr. Cartender, Inc. 401(K) Plan$464.9K
    Mr. Cartender, Inc. · 2023
  4. 4
    First State Bank Of Uvalde Medical, Dental, Vision Plannot reported in the loaded dataset
    First State Bank Of Uvalde · 2023
  5. 5
    First State Bank Of Uvalde Life And Disability Plannot reported in the loaded dataset
    First State Bank Of Uvalde · 2023
  6. 6
    Community Health Development, Inc.not reported in the loaded dataset
    Community Health Development, Inc. · 2023
  7. 7
    Community Health Development, Inc.not reported in the loaded dataset
    Community Health Development, Inc. · 2023
  8. 8
    Community Health Development, Inc.not reported in the loaded dataset
    Community Health Development, Inc. · 2023
  9. 9
    Community Health Development, Inc.not reported in the loaded dataset
    Community Health Development, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages