Plan5500

East Bernard, 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, East Bernard, TX has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $2,769,015 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.8MSummed across loaded plans$2,769,015
Total reported assets$2.8M$2,769,015
Total reported participants565
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.8M total assets
Net assets$2.8MLiabilities$0
Contributions & income
Employer contributions$106.5K
Participant contributions$118.8K
Total income / additions$545.3K
Expenses & distributions
Benefits paid / distributions$103.6K
Total expenses$107K
Net increase / (decrease)$438.4K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for East Bernard, 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.

Computed from loaded plans

East Bernard market comparison

Largest plan share of assets88%Dorian Tool International 401(K) Profit Sharing Plan
Participants per plan188Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in East Bernard

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Dorian Tool International 401(K) Profit Sharing Plan$2.4M
    Dorian Tool International · 2023
  2. 2
    Leveridge Ventures Corp 401(K) Plan$335K
    Leveridge Ventures Corp · 2023
  3. 3
    Leedo Manufacturing Company, Lp Health And Welfare Benefits Plannot reported in the loaded dataset
    Leedo Manufacturing Company, Lp · 2023

Largest plans in East Bernard → · East Bernard plans by participants → · East Bernard plans with financial data → · East Bernard plans with provider compensation → · $1B+ plans in East Bernard →

Related Form 5500 pages