Yoakum, 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, Yoakum, TX has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $5,369,006 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
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $5,369,006
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $4,667,195
Contributions & income
- Employer contributions
- $518,970
- Participant contributions
- $703,018
- Total income / additions
- $1,926,879
Expenses & distributions
- Benefits paid / distributions
- $1,884,357
- Total expenses
- $1,970,452
- Net increase / (decrease)
- -$43,573
Coverage
- Total reported participants
- 1,946
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Yoakum, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Eddy Packing Co. 401(K) Plan | Eddy Packing Co., Inc. | $4,667,195 | 2023 |
| Circle Y Saddles, Inc. 401(K) Profit Sharing Plan | Circle Y Saddles, Inc. | $701,811 | 2023 |
| Circle Y Saddles, Inc. Health & Welfare Plan | Circle Y Saddles, Inc. | not reported in the loaded dataset | 2023 |
| Eddy Packing Company, Inc. Flexible Benefit Plan | Eddy Packing Company, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Yoakum → · Yoakum plans by participants → · Yoakum plans with financial data → · Yoakum plans with provider compensation → · $1B+ plans in Yoakum →
Related Form 5500 pages
- All TX Form 5500 filings
- Eddy Packing Co. 401(K) Plan (plan 001)
- Eddy Packing Co., Inc. — all reported plans
- Circle Y Saddles, Inc. 401(K) Profit Sharing Plan (plan 003)
- Circle Y Saddles, Inc. — all reported plans
- Circle Y Saddles, Inc. Health & Welfare Plan (plan 503)
- Eddy Packing Company, Inc. Flexible Benefit Plan (plan 502)
- Methodology
- Data sources