Athens, 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, Athens, TX has 10 loaded benefit plan(s) reported by 7 plan sponsor(s), with $29,747,042 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $29,747,042
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $29,747,042
Contributions & income
- Employer contributions
- $1,510,485
- Participant contributions
- $1,565,771
- Total income / additions
- $7,052,749
Expenses & distributions
- Benefits paid / distributions
- $413,688
- Total expenses
- $478,872
- Net increase / (decrease)
- $6,573,877
Coverage
- Total reported participants
- 3,353
- Plans with financial statements
- 4
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Athens, 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 |
|---|---|---|---|
| Lakeland Medical Associates 401(K) Profit Sharing Plan | Lakeland Medical Associates | $16,901,504 | 2023 |
| Red Dot Employee Retirement Plan | Red Dot Corporation | $10,747,403 | 2023 |
| Double H Burger Company LLC 401(K) Plan | Double H Burger Company LLC | $2,035,597 | 2023 |
| Promex Technologies, LLC 401(K) Plan | Promex Technologies, LLC | $62,538 | 2023 |
| Argon Medical Devices Health And Welfare Plan | Argon Medical Devices, Inc. | not reported in the loaded dataset | 2023 |
| Argon Medical Devices, Inc Voluntary Benefits Plan | Argon Medical Devices, Inc | not reported in the loaded dataset | 2023 |
| Bluecross Blueshield Of Texas Account 254524 | First State Bank | not reported in the loaded dataset | 2023 |
| Red Dot Corporation Dba Red Dot Buildings Erisa Health & Welfare Plan | Red Dot Corporation | not reported in the loaded dataset | 2023 |
| Lilly Enterprises, Inc. Dba Mcdonald'S Accident Protection Plan | Lilly Enterprises, Inc Dba Mcdonald'S | not reported in the loaded dataset | 2023 |
| Lilly Enterprises, Inc. Wrap Plan | Lilly Enterprises, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Athens → · Athens plans by participants → · Athens plans with financial data → · Athens plans with provider compensation → · $1B+ plans in Athens →
Related Form 5500 pages
- All TX Form 5500 filings
- Lakeland Medical Associates 401(K) Profit Sharing Plan (plan 001)
- Lakeland Medical Associates — all reported plans
- Red Dot Employee Retirement Plan (plan 001)
- Red Dot Corporation — all reported plans
- Double H Burger Company LLC 401(K) Plan (plan 001)
- Double H Burger Company LLC — all reported plans
- Promex Technologies, LLC 401(K) Plan (plan 001)
- Promex Technologies, LLC — all reported plans
- Argon Medical Devices Health And Welfare Plan (plan 501)
- Argon Medical Devices, Inc. — all reported plans
- Argon Medical Devices, Inc Voluntary Benefits Plan (plan 502)
- Bluecross Blueshield Of Texas Account 254524 (plan 501)
- First State Bank — all reported plans
- Red Dot Corporation Dba Red Dot Buildings Erisa Health & Welfare Plan (plan 501)
- Lilly Enterprises, Inc. Dba Mcdonald'S Accident Protection Plan (plan 501)
- Lilly Enterprises, Inc Dba Mcdonald'S — all reported plans
- Lilly Enterprises, Inc. Wrap Plan (plan 502)
- Methodology
- Data sources