Plan5500

Vernon, 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, Vernon, TX has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $9,406,089 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Vernon

  • 3 loaded plans hold $9.4M in reported assets across 3 sponsors.
  • The largest, Syntrio Solutions, LLC Health Benefits Plan, holds 87% of reported Vernon plan assets.
  • Plans cover 345 participants — about 115 per plan.
  • 67% 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$9.4MSummed across loaded plans$9,406,089
Total reported assets$9.4M$9,406,089
Total reported participants345
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.4M total assets
Net assets$9.4MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$45.6K
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$825
Total expenses$912K
Net increase / (decrease)$387.6K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Vernon market comparison

Largest plan share of assets87%Syntrio Solutions, LLC Health Benefits Plan
Participants per plan115Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Vernon

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

  1. 1
    Syntrio Solutions, LLC Health Benefits Plan$8.2M
    Syntrio Solutions, LLC · 2023
  2. 2
    Waggoner National Bank 401(K) Savings Plan$1.2M
    Waggoner National Bank · 2023
  3. 3
    Wilbarger General Hospital Employee Benefit Plannot reported in the loaded dataset
    Wilbarger General Hospital · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Vernon, TX?
3 plan(s) reported by 3 sponsor(s) are loaded for Vernon, TX.

Related Form 5500 pages