Plan5500

White Oak, 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, White Oak, TX has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $7,138,062 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
2
Latest filing year
2023

What stands out in White Oak

  • 2 loaded plans hold $7.1M in reported assets across 2 sponsors.
  • The largest, O & D Manufacturing, Inc. Employee Stock Ownership Plan, holds 77% of reported White Oak plan assets.
  • Plans cover 55 participants — about 28 per plan.
  • 100% 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$7.1MSummed across loaded plans$7,133,893
Total reported assets$7.1M$7,138,062
Total reported participants55
Total reported liabilities$4.2K$4,169

Reported net position

Reported assets = net assets + liabilities (summed)$7.1M total assets
Net assets$7.1MLiabilities$4.2K
Contributions & income
Total income / additions$467K
Expenses & distributions
Benefits paid / distributions$390.8K
Total expenses$423.2K
Net increase / (decrease)$43.9K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

White Oak market comparison

Largest plan share of assets77%O & D Manufacturing, Inc. Employee Stock Ownership Plan
Participants per plan28Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in White Oak

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

  1. 1
    O & D Manufacturing, Inc. Employee Stock Ownership Plan$5.5M
    O & D Manufacturing, Inc. · 2023
  2. 2
    Clark Spencer Employee Profit Sharing Plan$1.6M
    Clark A Spencer · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages