Plan5500

Winnsboro, 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, Winnsboro, TX has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $9,375,245 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 Winnsboro

  • 2 loaded plans hold $9.4M in reported assets across 2 sponsors.
  • The largest, First National Bank Of Winnsboro Employee Pension Plan, holds 98% of reported Winnsboro plan assets.
  • Plans cover 118 participants — about 59 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$9.4MSummed across loaded plans$9,375,245
Total reported assets$9.4M$9,375,245
Total reported participants118
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.4M total assets
Net assets$9.4MLiabilities$0
Contributions & income
Employer contributions$621.5K
Participant contributions$42.7K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$462.5K
Total expenses$506.3K
Net increase / (decrease)$1.2M

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 Winnsboro, 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

Winnsboro market comparison

Largest plan share of assets98%First National Bank Of Winnsboro Employee Pension Plan
Participants per plan59Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Winnsboro

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

  1. 1
    First National Bank Of Winnsboro Employee Pension Plan$9.1M
    First National Bank Of Winnsboro · 2023
  2. 2
    Winnsboro Drilling Company LLC 401(K) Profit Sharing Plan & Trust$226.1K
    Winnsboro Drilling Company LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages