Plan5500

Wimberley, 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, Wimberley, TX has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $1,588,013 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Wimberley

  • 4 loaded plans hold $1.6M in reported assets across 4 sponsors.
  • The largest, Sjb Industries, Inc. 401(K) Plan, holds 47% of reported Wimberley plan assets.
  • Plans cover 17 participants — about 4 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$1.6MSummed across loaded plans$1,588,013
Total reported assets$1.6M$1,588,013
Total reported participants17
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.6M total assets
Net assets$1.6MLiabilities$0
Contributions & income
Employer contributions$38.7K
Participant contributions$12.9K
Total income / additions$444.1K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$670
Net increase / (decrease)$443.4K

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

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

Wimberley market comparison

Largest plan share of assets47%Sjb Industries, Inc. 401(K) Plan
Participants per plan4Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Wimberley

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

  1. 1
    Sjb Industries, Inc. 401(K) Plan$742.8K
    Sjb Industries, Inc. · 2023
  2. 2
    Astronomical Incorporated 401(K) Profit Sharing Plan$433.6K
    Astronomical Incorporated · 2023
  3. 3
    Syd'S Outpost & Supply Savings And Retirement Plan Trust$353.9K
    Syd'S Outpost & Supply · 2023
  4. 4
    Four Flow Properties Inc. 401(K) Plan$57.8K
    Four Flow Properties Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Wimberley, TX?
4 plan(s) reported by 4 sponsor(s) are loaded for Wimberley, TX.

Related Form 5500 pages