Conroe, 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, Conroe, TX has 56 loaded benefit plan(s) reported by 49 plan sponsor(s), with $1,652,495,987 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
56
Plan sponsors
49
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,652,495,987
Total reported liabilities (EOY)
$361,869
Total reported net assets (EOY)
$1,652,134,118

Contributions & income

Employer contributions
$20,929,921
Participant contributions
$38,108,923
Total income / additions
$290,690,884

Expenses & distributions

Benefits paid / distributions
$190,218,898
Total expenses
$195,264,659
Net increase / (decrease)
$95,426,225

Coverage

Total reported participants
13,545
Plans with financial statements
45
Plans with provider compensation
9

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Conroe, 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 Conroe, TX
PlanSponsorReported assets (EOY)Year
Consolidated Communications, Inc. 401(K) PlanConsolidated Communications, Inc.$1,067,801,2972023
Consolidated Communications Retirement PlanConsolidated Communications, Inc.$427,695,0342023
Gullo Companies 401(K) Savings PlanTony Gullo Motors, I, Lp$35,267,0712023
Hempel (Usa), Inc. 401(K) PlanHempelusa, Inc.$31,157,9552023
Duane T. Corley, P.C. Money Purchase PlanDuane T. Corley, P.C.$17,829,0312023
Pro Directional 401(K) PlanPro Directional$15,532,1382023
Wiesner Automotive Group 401(K) PlanJohn Wiesner, Inc.$11,300,3112023
Southern Mail Service, Inc. Retirement PlanSouthern Mail Service, Inc.$10,722,6322023
Bauer Equipment America Inc 401(K) PlanBauer Equipment America Inc$9,238,4742023
Protect Controls, Inc. 401(K) Profit Sharing PlanProtect Controls, Inc.$5,853,8392023
Tfl Retirement And Savings PlanTfl Usa/ Canada Inc.$3,635,1862023
Turbo Drill Industries 401(K) PlanTurbo Drill Industries, Inc.$3,482,9052023
Lock & Load Storage Inc. Retirement PlanLock & Load Storage Inc.$1,983,9482023
Hunt & Jordan Enterprises, Inc. Profit Sharing PlanHunt & Jordan Enterprises, Inc.$1,510,5682023
Little Innovations, Inc. 401(K) PlanLittle Innovations, Inc.$1,433,7892023
Tennant Ventures, Inc. Retirement PlanTennant Ventures, Inc.$1,328,8142023
Truth Resources, Lp 401(K) PlanTruth Resources, Lp$1,267,9672023
Bookkeeping & Strategic Planning Inc Retirement PlanBookkeeping & Strategic Planning Inc$816,2082023
Farrz, Inc. Profit Sharing Plan & TrustFarrz, Inc.$734,9532023
H-Town Hydraulics Inc. 401(K) PlanH-Town Hydraulics Inc.$648,6832023
Cap B Investments, Inc. 401k Profit Sharing PlanCap B Investments, Inc.$446,0122023
Crystal Valley Resort, Inc. 401(K) Profit Sharing PlanCrystal Valley Resort, Inc.$405,5562023
Little Homes Of Texas, Inc 401(K) PlanLittle Homes Of Texas, Inc$370,4612023
Vazka Corporation Retirement PlanVazka Corporation$326,5892023
Semara Enterprises Corporation Retirement PlanSemara Enterprises Corporation$256,2012023

Related Form 5500 pages