Plan5500

Valley View, 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, Valley View, TX has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $20,986,453 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
1
Latest filing year
2023

What stands out in Valley View

  • 2 loaded plans hold $21M in reported assets across 1 sponsors.
  • The largest, Alan Ritchey, Inc. Employee Profit Sharing Plan, holds 98% of reported Valley View plan assets.
  • Plans cover 1,462 participants — about 731 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$21MSummed across loaded plans$20,986,453
Total reported assets$21M$20,986,453
Total reported participants1.5K1,462
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$21M total assets
Net assets$21MLiabilities$0
Contributions & income
Employer contributions$1.2M
Participant contributions$3.7M
Total income / additions$7.6M
Expenses & distributions
Benefits paid / distributions$7.2M
Total expenses$7.3M
Net increase / (decrease)$344.7K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation2 / 2 (100%)

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

Valley View market comparison

Largest plan share of assets98%Alan Ritchey, Inc. Employee Profit Sharing Plan
Participants per plan731Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Valley View

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

  1. 1
    Alan Ritchey, Inc. Employee Profit Sharing Plan$20.6M
    Alan Ritchey, Inc. · 2023
  2. 2
    Alan Ritchey Employee Benefit Plan$363.8K
    Alan Ritchey, Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Valley View, TX?
2 plan(s) reported by 1 sponsor(s) are loaded for Valley View, TX.

Related Form 5500 pages