Plan5500

Whitesboro, 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, Whitesboro, TX has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $2,599,165 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Whitesboro

  • 3 loaded plans hold $2.6M in reported assets across 2 sponsors.
  • The largest, Holiday Auto Group/Defender 401(K) Plan, holds 97% of reported Whitesboro plan assets.
  • Plans cover 525 participants — about 175 per plan.
  • 67% 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$2.6MSummed across loaded plans$2,599,165
Total reported assets$2.6M$2,599,165
Total reported participants525
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.6M total assets
Net assets$2.6MLiabilities$0
Contributions & income
Employer contributions$38.3K
Participant contributions$437.6K
Total income / additions$990.2K
Expenses & distributions
Benefits paid / distributions$102.6K
Total expenses$106.4K
Net increase / (decrease)$883.8K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Whitesboro market comparison

Largest plan share of assets97%Holiday Auto Group/Defender 401(K) Plan
Participants per plan175Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Whitesboro

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

  1. 1
    Holiday Auto Group/Defender 401(K) Plan$2.5M
    Johnson-Grayson Automotive, Inc. · 2023
  2. 2
    Door 5784 Inc 401(K) Plan$73.4K
    Door 5784 Inc · 2023
  3. 3
    Johnson-Grayson Automotive, Inc. Health And Welfare Benefit Wrap Plannot reported in the loaded dataset
    Johnson-Grayson Automotive, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages