Waco, 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, Waco, TX has 106 loaded benefit plan(s) reported by 63 plan sponsor(s), with $1,338,820,957 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 106
- Plan sponsors
- 63
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,338,820,957
- Total reported liabilities (EOY)
- $2,887,277
- Total reported net assets (EOY)
- $1,335,933,680
Contributions & income
- Employer contributions
- $47,608,144
- Participant contributions
- $64,963,502
- Total income / additions
- $301,334,023
Expenses & distributions
- Benefits paid / distributions
- $134,434,941
- Total expenses
- $138,690,470
- Net increase / (decrease)
- $162,643,553
Coverage
- Total reported participants
- 43,237
- Plans with financial statements
- 60
- Plans with provider compensation
- 40
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Waco, 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 |
|---|---|---|---|
| Texas Farm Bureau Companies 401(K) Plan | Texas Farm Bureau | $164,218,941 | 2023 |
| Equipment Depot Defined Contribution Plan | Equipment Depot, Inc. | $142,221,091 | 2023 |
| Brazos Electric Power Cooperative Inc. Pension Plan | Brazos Electric Power Cooperative Inc. | $104,554,332 | 2023 |
| Dealers Electrical Supply Co. Employee Stock Ownership Plan | Dealers Electrical Supply Co. | $102,634,748 | 2023 |
| Texas Farm Bureau & Adopting Companies Defined Contribution Plan | Texas Farm Bureau | $85,183,869 | 2023 |
| Neighborly 401(K) Profit Sharing Plan | Dwyer Franchising LLC | $58,023,326 | 2023 |
| Tymco, Inc. Employees Profit Sharing Plan And Trust | Tymco, Inc. | $56,384,619 | 2023 |
| Naman Howell Smith & Lee, Pllc Employees Profit Sharing Plan And Trust | Naman Howell Smith & Lee, Pllc | $46,976,710 | 2023 |
| Employee Benefit Plan Of Heart Of Texas Region Mh/Mr Center | Heart Of Texas Behavioral Heal | $46,575,904 | 2023 |
| American Income Life Insurance Company Collective Bargaining Agreement Employees Pension Plan | American Income Life Insurance Co | $43,428,055 | 2023 |
| Employee 401(K) Plan & Trust Of Dealers Electrical Supply Co. | Dealers Electrical Supply Co. | $39,805,420 | 2023 |
| July Pooled Employer Plan #2 | July Business Services | $37,946,077 | 2023 |
| Waco Cardiology Associates, P.A. Profit Sharing Plan | Waco Cardiology Associates, P.A. | $30,322,528 | 2023 |
| Time Manufacturing Company 401(K) Plan | Time Manufacturing Company | $30,293,015 | 2023 |
| F.H.C. Employees' Retirement And Security Plan | Mclennan County Medical Education & Research Foundation | $27,923,015 | 2023 |
| July Pooled Employer Plan #1 | July Business Services | $25,713,047 | 2023 |
| American-Amicable Life Insurance Company Retirement And Savings Plan | American Amicable Life Insurance | $24,319,997 | 2023 |
| July Business Services 401(K) Plan | July Business Services | $20,493,963 | 2023 |
| Family Health Center 403(B) Plan | Mclennan County Medical Education & Research Foundation | $20,376,654 | 2023 |
| Methodist Children'S Home Employees Retirement Plan | Methodist Children'S Home | $19,615,941 | 2023 |
| Central Texas Iron Works Profit Sharing 401(K) Plan | Central Texas Iron Works | $19,391,196 | 2023 |
| Lipsitz Industries Employees Profit Sharing Plan And Trust | M. Lipsitz & Co., Ltd. | $17,928,167 | 2023 |
| Home State Insurance Group, Inc. 401(K) Profit Sharing Plan & Trust | Home State Insurance Group, Inc. | $16,806,273 | 2023 |
| Jrbt 401(K) Plan | Jaynes, Reitmeier, Boyd & Therrell, P.C. | $15,291,108 | 2023 |
| First National Bank Of Central Texas Employees 401(K) Plan | First National Bank Of Central Texas | $14,413,605 | 2023 |
Largest plans in Waco → · Waco plans by participants → · Waco plans with financial data → · Waco plans with provider compensation → · $1B+ plans in Waco →
Related Form 5500 pages
- All TX Form 5500 filings
- Texas Farm Bureau Companies 401(K) Plan (plan 005)
- Texas Farm Bureau — all reported plans
- Equipment Depot Defined Contribution Plan (plan 001)
- Equipment Depot, Inc. — all reported plans
- Brazos Electric Power Cooperative Inc. Pension Plan (plan 001)
- Brazos Electric Power Cooperative Inc. — all reported plans
- Dealers Electrical Supply Co. Employee Stock Ownership Plan (plan 002)
- Dealers Electrical Supply Co. — all reported plans
- Texas Farm Bureau & Adopting Companies Defined Contribution Plan (plan 004)
- Neighborly 401(K) Profit Sharing Plan (plan 001)
- Dwyer Franchising LLC — all reported plans
- Tymco, Inc. Employees Profit Sharing Plan And Trust (plan 002)
- Tymco, Inc. — all reported plans
- Naman Howell Smith & Lee, Pllc Employees Profit Sharing Plan And Trust (plan 002)
- Naman Howell Smith & Lee, Pllc — all reported plans
- Employee Benefit Plan Of Heart Of Texas Region Mh/Mr Center (plan 004)
- Heart Of Texas Behavioral Heal — all reported plans
- American Income Life Insurance Company Collective Bargaining Agreement Employees Pension Plan (plan 002)
- American Income Life Insurance Co — all reported plans
- Employee 401(K) Plan & Trust Of Dealers Electrical Supply Co. (plan 003)
- July Pooled Employer Plan #2 (plan 003)
- July Business Services — all reported plans
- Waco Cardiology Associates, P.A. Profit Sharing Plan (plan 001)
- Waco Cardiology Associates, P.A. — all reported plans
- Time Manufacturing Company 401(K) Plan (plan 001)
- Time Manufacturing Company — all reported plans
- F.H.C. Employees' Retirement And Security Plan (plan 003)
- Mclennan County Medical Education & Research Foundation — all reported plans
- Methodology
- Data sources