Victoria, 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, Victoria, TX has 29 loaded benefit plan(s) reported by 24 plan sponsor(s), with $190,214,943 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 29
- Plan sponsors
- 24
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $190,214,943
- Total reported liabilities (EOY)
- $1,291,942
- Total reported net assets (EOY)
- $188,923,001
Contributions & income
- Employer contributions
- $8,848,952
- Participant contributions
- $15,324,914
- Total income / additions
- $52,523,453
Expenses & distributions
- Benefits paid / distributions
- $18,880,258
- Total expenses
- $20,620,150
- Net increase / (decrease)
- $31,903,303
Coverage
- Total reported participants
- 16,581
- Plans with financial statements
- 22
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Victoria, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| The Retirement Plan For Employees Of The Estate Of Thomas O'Connor | The Estate Of Thomas O'Connor | $59,442,057 | 2023 |
| Kag 401(K) Retirement Plan | Tropacaval Media, LLC | $38,099,815 | 2023 |
| C.L. Thomas, Inc. 401(K) Profit Sharing Plan | C.L. Thomas, Inc. | $24,455,080 | 2023 |
| Retirement Plan For Employees Of Fordyce Company | The Fordyce Company | $21,120,132 | 2023 |
| Victoria Air Conditioning, Ltd. 401(K) Profit Sharing Plan And Trust | Victoria Air Conditioning, Ltd. | $15,343,773 | 2023 |
| Regency Integrated Health Services 401(K) Plan | Regency Integrated Health Services | $10,662,727 | 2023 |
| Civilcorp LLC 401(K) Plan | Civilcorp, LLC | $7,237,644 | 2023 |
| Hospice Of South Texas Profit Sharing & 401(K) Plan | Hospice Of South Texas, Inc. | $3,316,060 | 2023 |
| Fabian E. Espinosa Md Pa 401(K) Plan | Fabian E. Espinosa Md Pa | $3,060,434 | 2023 |
| Fordyce 401(K) And Profit Sharing Plan | Fordyce Holdings, Inc. | $1,984,658 | 2023 |
| Frank S Parma Md 401(K) Plan | Frank S Parma Md | $1,786,854 | 2023 |
| Tisd, Inc. 401(K) Plan | Tisd, Inc. | $1,671,937 | 2023 |
| Rice Solutions Group, Inc. 401(K) Plan/Trust | Rice Solutions Group, Inc. | $584,399 | 2023 |
| Crossroads Health Center 401(K) Profit Sharing Plan | Crossroads Health Center | $461,758 | 2023 |
| Stag Properties Corp 401(K) Plan | Stag Properties Corp | $418,065 | 2023 |
| Alliant, Inc. 401(K) Profit Sharing Plan | Alliant, Inc. | $225,478 | 2023 |
| Sharepark Cc 401k | Sharepark Communities Corporation | $127,713 | 2023 |
| Ag Floyd Inc 401k Profit Sharing Plan | Ag Floyd Inc | $111,803 | 2023 |
| Reinke Investment Inc 401(K) Plan | Reinke Investment Inc | $100,000 | 2023 |
| Keating Auto Group Employee Benefit Plan Trust | Port Lavaca Ford, Inc. | $4,556 | 2023 |
| Victoria Motors Employee Benefit Plan Trust | Victoria Motors, Inc. Victory Pontiac Buick Gmc | $0 | 2023 |
| Suresh Pathikonda Md Pa | Surish Pathikonda Md Pa | $0 | 2023 |
| Cd Johnson Companies, Inc. Health And Welfare Plan | Cd Johnson Companies, Inc | not reported in the loaded dataset | 2023 |
| Chaparral Healthcare, Inc. Dba The Courtyard Rehabilitation And Healthcare Center | Chaparral Healthcare, Inc. | not reported in the loaded dataset | 2023 |
| Regency Integrated Health Services, LLC Group Benefit Plan | Regency Integrated Health Services, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Victoria → · Victoria plans by participants → · Victoria plans with financial data → · Victoria plans with provider compensation → · $1B+ plans in Victoria →
Related Form 5500 pages
- All TX Form 5500 filings
- The Retirement Plan For Employees Of The Estate Of Thomas O'Connor (plan 001)
- The Estate Of Thomas O'Connor — all reported plans
- Kag 401(K) Retirement Plan (plan 001)
- Tropacaval Media, LLC — all reported plans
- C.L. Thomas, Inc. 401(K) Profit Sharing Plan (plan 001)
- C.L. Thomas, Inc. — all reported plans
- Retirement Plan For Employees Of Fordyce Company (plan 001)
- The Fordyce Company — all reported plans
- Victoria Air Conditioning, Ltd. 401(K) Profit Sharing Plan And Trust (plan 001)
- Victoria Air Conditioning, Ltd. — all reported plans
- Regency Integrated Health Services 401(K) Plan (plan 001)
- Regency Integrated Health Services — all reported plans
- Civilcorp LLC 401(K) Plan (plan 001)
- Civilcorp, LLC — all reported plans
- Hospice Of South Texas Profit Sharing & 401(K) Plan (plan 001)
- Hospice Of South Texas, Inc. — all reported plans
- Fabian E. Espinosa Md Pa 401(K) Plan (plan 001)
- Fabian E. Espinosa Md Pa — all reported plans
- Fordyce 401(K) And Profit Sharing Plan (plan 002)
- Frank S Parma Md 401(K) Plan (plan 002)
- Frank S Parma Md — all reported plans
- Tisd, Inc. 401(K) Plan (plan 001)
- Tisd, Inc. — all reported plans
- Rice Solutions Group, Inc. 401(K) Plan/Trust (plan 001)
- Rice Solutions Group, Inc. — all reported plans
- Crossroads Health Center 401(K) Profit Sharing Plan (plan 001)
- Crossroads Health Center — all reported plans
- Stag Properties Corp 401(K) Plan (plan 001)
- Stag Properties Corp — all reported plans
- Methodology
- Data sources