Plan5500

Waelder, 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, Waelder, TX has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $17,051,530 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 Waelder

  • 2 loaded plans hold $17.1M in reported assets across 1 sponsors.
  • The largest, J & B Foods Retirement Plan, holds 100% of reported Waelder plan assets.
  • Plans cover 866 participants — about 433 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.1MSummed across loaded plans$17,051,530
Total reported assets$17.1M$17,051,530
Total reported participants866
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$17.1M total assets
Net assets$17.1MLiabilities—
Contributions & income
Employer contributions$537.7K
Participant contributions$834.8K
Total income / additions$3.3M
Expenses & distributions
Benefits paid / distributions$2.9M
Total expenses$2.9M
Net increase / (decrease)$409.4K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Waelder market comparison

Largest plan share of assets100%J & B Foods Retirement Plan
Participants per plan433Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Waelder

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

  1. 1
    J & B Foods Retirement Plan$17.1M
    J & B Sausage Co., Inc. · 2023
  2. 2
    J Bar B Foods Health And Welfare Benefits Plannot reported in the loaded dataset
    J & B Sausage Co., Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages