Baytown, 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, Baytown, TX has 31 loaded benefit plan(s) reported by 24 plan sponsor(s), with $154,432,451 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
31
Plan sponsors
24
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$154,432,451
Total reported liabilities (EOY)
$62,411
Total reported net assets (EOY)
$154,355,107

Contributions & income

Employer contributions
$6,491,413
Participant contributions
$12,254,615
Total income / additions
$45,804,347

Expenses & distributions

Benefits paid / distributions
$16,264,424
Total expenses
$16,858,754
Net increase / (decrease)
$28,945,593

Coverage

Total reported participants
8,192
Plans with financial statements
21
Plans with provider compensation
9

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

Largest loaded plans in Baytown, TX
PlanSponsorReported assets (EOY)Year
Community Resource Credit Union Pension PlanCommunity Resource Credit Union$32,648,0072023
Lcy Elastomers Savings & Profit Sharing PlanLcy Elastomers Lp$26,817,1682023
Jsw Steel Usa Inc 401k Profit Sharing Plan & TrustJsw Steel Usa Inc$16,885,6642023
Community Resource Credit Union 401(K) PlanCommunity Resource Credit Union$15,268,2432023
Awa 401(K) PlanAir Water America Inc.$15,108,3992023
Borusan Mannesmann 401(K) PlanBorusan Mannesmann Pipe U.S., Inc.$14,358,4602023
Samson Controls, Inc. 401(K) Retirement Savings PlanSamson Controls, Inc.$11,226,1592023
Community Auto Group 401(K) PlanRaecom Holdings, LLC$6,537,5372023
Chemicals Incorporated Employee 401(K) PlanChemicals, Incorporated.$5,425,4042023
Turn2 Specialty Companies 401(K) PlanTurn2 Specialty Companies, LLC$3,703,3072023
Ratliff And Jentho Cpa Profit Sharing PlanRatliff And Jentho Cpa Profit Sharing Plan$2,141,0592023
Access World Usa LLC 401(K) Profit Sharing Plan & TrustAccess World Usa LLC$1,332,7942023
Rousemkg Inc. Retirement PlanRousemkg Inc.$900,0002023
Storybook Adventure Academy Inc. 401(K) PlanStorybook Adventure Academy Inc.$847,7962023
Jeff Brabham Agency, Inc. 401(K) Profit Sharing PlanJeff Brabham Agency, Inc.$485,0472023
Raecom Holdings Employee Benefit Plan TrustRaecom Holdings, LLC$279,5712023
Grind And Rise Inc. 401(K) PlanGrind And Rise Inc.$272,9132023
Dubose Holdings, Inc. 401(K) PlanDubose Holdings, Inc.$134,5582023
Barker Cypress Physical Therapy, Inc. 401(K) Profit Sharing PlanBarker Cypress Physical Therapy, Inc.$45,4322023
Shelly Brenne' Inc. 401k Profit Sharing PlanShelly Brenne' Inc.$14,9332023
Danny Wong, M.D., P.A. Profit Sharing PlanDanny Wong, M.D., P.A.$02023
Frank'S Collision Repair Dba Bmbs LLC Wrap PlanFrank'S Collision Repairnot reported in the loaded dataset2023
Tepco, LLCTeam Enterprise Project Controls Organization, LLCnot reported in the loaded dataset2023
Preferred Industrial Contractors Health And Welfare Benefits PlanPreferred Industrial Contractors, Inc.not reported in the loaded dataset2023
Tri Con Holding'S Health & Welfare PlanTri Con Holdings, Inc.not reported in the loaded dataset2023

Related Form 5500 pages