Plan5500

West Odessa, 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, West Odessa, TX has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $4,848,341 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in West Odessa

  • 1 loaded plans hold $4.8M in reported assets across 1 sponsors.
  • The largest, First Basin Credit Union 401(K) Plan, holds 100% of reported West Odessa plan assets.
  • Plans cover 130 participants — about 130 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.8MSummed across loaded plans$4,848,341
Total reported assets$4.8M$4,848,341
Total reported participants130
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.8M total assets
Net assets$4.8MLiabilities$0
Contributions & income
Employer contributions$97K
Participant contributions$227K
Total income / additions$937.2K
Expenses & distributions
Benefits paid / distributions$215.8K
Total expenses$217.5K
Net increase / (decrease)$719.7K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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

West Odessa market comparison

Largest plan share of assets100%First Basin Credit Union 401(K) Plan
Participants per plan130Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in West Odessa

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

  1. 1
    First Basin Credit Union 401(K) Plan$4.8M
    First Basin Credit Union · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages