Plan5500

Whitney, 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, Whitney, TX has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $717,401 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 Whitney

  • 2 loaded plans hold $717.4K in reported assets across 2 sponsors.
  • The largest, S & E Adventures Corporation Retirement Plan, holds 63% of reported Whitney plan assets.
  • Plans cover 4 participants — about 2 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$717.4KSummed across loaded plans$717,401
Total reported assets$717.4K$717,401
Total reported participants4
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$717.4K total assets
Net assets$717.4KLiabilities—
Contributions & income
Total income / additions$263.7K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$263.7K

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 Whitney, 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

Whitney market comparison

Largest plan share of assets63%S & E Adventures Corporation Retirement Plan
Participants per plan2Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Whitney

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

  1. 1
    S & E Adventures Corporation Retirement Plan$454.4K
    S & E Adventures Corporation · 2023
  2. 2
    Force Ventures Inc. Retirement Plan$263K
    Force Ventures Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages