Plan5500

Van Alstyne, 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, Van Alstyne, TX has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $673,693 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
7
Latest filing year
2023

What stands out in Van Alstyne

  • 7 loaded plans hold $673.7K in reported assets across 7 sponsors.
  • The largest, C&R Virtue Holdings, Inc. Retirement Plan, holds 64% of reported Van Alstyne plan assets.
  • Plans cover 275 participants — about 39 per plan.
  • 71% 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$673.7KSummed across loaded plans$673,693
Total reported assets$673.7K$673,693
Total reported participants275
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$673.7K total assets
Net assets$673.7KLiabilities$0
Contributions & income
Employer contributions$5K
Participant contributions$0
Total income / additions-$17.4K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$145
Net increase / (decrease)-$17.5K

Data coverage

Plans with financial statements5 / 7 (71%)
Plans with provider compensation0 / 7 ()

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

Van Alstyne market comparison

Largest plan share of assets64%C&R Virtue Holdings, Inc. Retirement Plan
Participants per plan39Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Van Alstyne

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

  1. 1
    C&R Virtue Holdings, Inc. Retirement Plan$434K
    C&R Virtue Holdings, Inc. · 2023
  2. 2
    3rj Investments, Inc. Profit Sharing Plan$125.1K
    3rj Investments, Inc. · 2023
  3. 3
    Ichor Industries Inc 401(K) Plan$71.9K
    Ichor Industries Inc · 2023
  4. 4
    Rapidfoam 401k Trust$42.7K
    Rapidfoam Inc. · 2023
  5. 5
    Halito Inc. 401(K) Plan$0
    Halito Inc. · 2023
  6. 6
    Longhorn Mechanical, Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    Longhorn Mechanical, Inc. · 2023
  7. 7
    Grayson-Collin Electric Cooperative, Inc. Employee Benefit Plannot reported in the loaded dataset
    Grayson-Collin Electric Cooperative, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Van Alstyne, TX?
7 plan(s) reported by 7 sponsor(s) are loaded for Van Alstyne, TX.

Related Form 5500 pages