Boerne, 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, Boerne, TX has 47 loaded benefit plan(s) reported by 43 plan sponsor(s), with $77,089,955 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 47
- Plan sponsors
- 43
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $77,089,955
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $77,248,997
Contributions & income
- Employer contributions
- $5,834,381
- Participant contributions
- $7,084,464
- Total income / additions
- $28,357,565
Expenses & distributions
- Benefits paid / distributions
- $13,636,558
- Total expenses
- $14,434,680
- Net increase / (decrease)
- $13,922,885
Coverage
- Total reported participants
- 4,421
- Plans with financial statements
- 39
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Boerne, 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 |
|---|---|---|---|
| Jet Specialty, Inc. 401(K) Retirement Plan | Jet Specialty, Inc. | $14,483,260 | 2023 |
| Westward Environmental, Inc. 401(K) Plan | Westward Environmental, Inc. | $8,731,990 | 2023 |
| Fidelitas, LLC 401(K) Plan | Fidelitas, LLC | $8,553,746 | 2023 |
| Ekf 401(K) Retirement Plan | Ekf Diagnostics, Inc. Dba Stanbio Laboratory | $5,601,381 | 2023 |
| Allcat Claim Service 401(K) Plan | Allcat Claims Service, LLC | $4,609,687 | 2023 |
| Matkin-Hoover Engineering, Inc. 401(K) Profit Sharing Plan | Matkin-Hoover Engineering, Inc. | $4,558,304 | 2023 |
| Vbm Acquisition 401(K) Plan | Vbm Acquisition, LLC | $4,366,370 | 2023 |
| The Geneva School Of Boerne 401(K) Retirement Plan | The Geneva School Of Boerne | $3,897,022 | 2023 |
| Cordillera Ranch Club Management 401(K) Profit Sharing Plan | Cordillera Ranch Club Management, LLC | $3,326,242 | 2023 |
| Texas Heritage Bank 401(K) Plan | Texas Heritage Bank | $2,948,720 | 2023 |
| Country Home Savings Plan | Country Home Management, Inc. | $2,655,642 | 2023 |
| Schuhardt Consulting Profit Sharing Plan | Fort Apache Energy, Inc. | $2,476,944 | 2023 |
| Idc Leasing Inc Profit Sharing Plan | Idc Leasing Inc | $2,074,231 | 2023 |
| Caliza Global Enterprises, Inc. Retirement Plan | Caliza Global Enterprises, Inc. | $1,972,219 | 2023 |
| Cedar Sun Corp. 401(K) Plan | Cedar Sun Corp. | $1,288,639 | 2023 |
| Ket Home Care Incorporated Retirement Plan | Ket Home Care Incorporated | $1,011,558 | 2023 |
| Optimal Wireless LLC 401k Profit | Optimal Wireless | $1,001,597 | 2023 |
| Hempton Holdings Tx Corporation Profit Sharing Plan | Hempton Holdings Tx Corporation | $642,745 | 2023 |
| Hiltpold Enterprises, Inc. 401(K) Profit Sharing Plan | Hiltpold Enterprises, Inc. | $541,561 | 2023 |
| Gadal Incorporated Retirement Plan | Gadal Incorporated | $467,685 | 2023 |
| Folmar Family Holdings Inc. 401(K) Plan | Folmar Family Holdings Inc. | $418,819 | 2023 |
| Red Dog Ranch Ventures Inc. Retirement Plan | Red Dog Ranch Ventures Inc. | $348,208 | 2023 |
| Jmar Deli Provisions Inc 401(K) Plan | Jmar Deli Provisions Inc | $301,717 | 2023 |
| Fit Fam 4 Life Inc. Retirement Plan | Fit Fam 4 Life Inc. | $159,900 | 2023 |
| Oordt Therapeutic Services, Inc. 401(K) Profit Sharing Plan | Oordt Therapeutic Services, Inc. | $130,138 | 2023 |
Largest plans in Boerne → · Boerne plans by participants → · Boerne plans with financial data → · Boerne plans with provider compensation → · $1B+ plans in Boerne →
Related Form 5500 pages
- All TX Form 5500 filings
- Jet Specialty, Inc. 401(K) Retirement Plan (plan 002)
- Jet Specialty, Inc. — all reported plans
- Westward Environmental, Inc. 401(K) Plan (plan 001)
- Westward Environmental, Inc. — all reported plans
- Fidelitas, LLC 401(K) Plan (plan 001)
- Fidelitas, LLC — all reported plans
- Ekf 401(K) Retirement Plan (plan 002)
- Ekf Diagnostics, Inc. Dba Stanbio Laboratory — all reported plans
- Allcat Claim Service 401(K) Plan (plan 002)
- Allcat Claims Service, LLC — all reported plans
- Matkin-Hoover Engineering, Inc. 401(K) Profit Sharing Plan (plan 001)
- Matkin-Hoover Engineering, Inc. — all reported plans
- Vbm Acquisition 401(K) Plan (plan 001)
- Vbm Acquisition, LLC — all reported plans
- The Geneva School Of Boerne 401(K) Retirement Plan (plan 001)
- The Geneva School Of Boerne — all reported plans
- Cordillera Ranch Club Management 401(K) Profit Sharing Plan (plan 001)
- Cordillera Ranch Club Management, LLC — all reported plans
- Texas Heritage Bank 401(K) Plan (plan 001)
- Texas Heritage Bank — all reported plans
- Country Home Savings Plan (plan 001)
- Country Home Management, Inc. — all reported plans
- Schuhardt Consulting Profit Sharing Plan (plan 001)
- Fort Apache Energy, Inc. — all reported plans
- Idc Leasing Inc Profit Sharing Plan (plan 001)
- Idc Leasing Inc — all reported plans
- Caliza Global Enterprises, Inc. Retirement Plan (plan 001)
- Caliza Global Enterprises, Inc. — all reported plans
- Cedar Sun Corp. 401(K) Plan (plan 001)
- Cedar Sun Corp. — all reported plans
- Methodology
- Data sources