Galveston, 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, Galveston, TX has 43 loaded benefit plan(s) reported by 27 plan sponsor(s), with $1,642,098,430 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 43
- Plan sponsors
- 27
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,642,098,430
- Total reported liabilities (EOY)
- $2,090,333
- Total reported net assets (EOY)
- $1,639,919,473
Contributions & income
- Employer contributions
- $19,348,875
- Participant contributions
- $33,150,278
- Total income / additions
- $347,184,063
Expenses & distributions
- Benefits paid / distributions
- $120,970,038
- Total expenses
- $123,314,744
- Net increase / (decrease)
- $223,869,319
Coverage
- Total reported participants
- 31,074
- Plans with financial statements
- 24
- Plans with provider compensation
- 12
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Galveston, 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 |
|---|---|---|---|
| American National Separate Account For Retirement Plans | American National Insurance Company | $538,184,585 | 2023 |
| American National Insurance Company Employees Retirement Plan | American National Insurance Company | $533,303,249 | 2023 |
| American National 401(K) Plan | American National Insurance Company | $418,867,698 | 2023 |
| Greer, Herz & Adams Llp Retirement Plan | Greer, Herz & Adams, Llp | $31,417,819 | 2023 |
| Sullivan Environmental Services 401k Plan | Sullivan Environmental Services Inc. | $29,268,257 | 2023 |
| Gal-Tex Hotel Corp. Retirement Plan | Gal-Tex Hotel Corp. | $20,294,230 | 2023 |
| Moody National Bank 401(K) Plan | Moody National Bank | $11,949,359 | 2023 |
| Texan Title Holdings, LLC 401(K) Profit Sharing Plan | Texan Title Holdings, LLC | $11,469,747 | 2023 |
| Moody Gardens, Inc. 401(K) Retirement Plan | Moody Gardens, Inc. | $10,488,257 | 2023 |
| The Company Retirement Accumulation Plan | Four Winds Investments, Inc. | $8,955,257 | 2023 |
| G & H Towing Company 401(K) Plan | G & H Towing Company | $7,093,054 | 2023 |
| Hometown Bank, Na 401 (K) Profit Sharing Plan | Hometown Bank, Na | $6,560,952 | 2023 |
| Utmb Healthcare Systems Retirement Plan | Utmb Healthcare Systems, Inc. | $6,339,313 | 2023 |
| Regent Care Center 401(K) Plan | Regent Management Services Lp | $5,335,954 | 2023 |
| Sandalfoot Properties, Inc. 401(K) Profit Sharing Plan | Sandalfoot Properties, Inc. | $646,125 | 2023 |
| Maisel-Hinson Mainland Floral Incorporated Retirement Plan | Maisel-Hinson Mainland Floral Incorporated | $529,749 | 2023 |
| Daley Historic Properties, Inc. 401(K) Plan | Daley Historic Properties, Inc. | $327,701 | 2023 |
| J.J. Lam Company, Inc. Pension Transfer Trust Plan | J.J. Lam Company, Inc. | $317,788 | 2023 |
| Jim & Kristi Graves, Inc. 401(K) Profit Sharing Plan | Jim & Kristi Graves, Inc. | $247,731 | 2023 |
| Rainbow Sands Inc. Retirement Plan | Rainbow Sands Inc. | $172,252 | 2023 |
| Island Inspections, Inc. 401k Profit Sharing Plan | Island Inspections, Inc. | $114,513 | 2023 |
| Kristen Cares, Inc. 401(K) Plan | Kristen Cares, Inc. Dba Right At Home Galveston | $101,028 | 2023 |
| Patricia S Fernandez Attorney 401(K) Profit Sharing Plan & Trust | Patricia S Fernandez Attorney | $88,624 | 2023 |
| Alert Alarms Protection, Inc. Profit Sharing Plan | Alert Alarms Protection, Inc. | $25,188 | 2023 |
| 1859 Historic Hotels, Ltd | 1859 Historic Hotels, Ltd | not reported in the loaded dataset | 2023 |
Largest plans in Galveston → · Galveston plans by participants → · Galveston plans with financial data → · Galveston plans with provider compensation → · $1B+ plans in Galveston →
Related Form 5500 pages
- All TX Form 5500 filings
- American National Separate Account For Retirement Plans (plan 001)
- American National Insurance Company — all reported plans
- American National Insurance Company Employees Retirement Plan (plan 002)
- American National Insurance Company — all reported plans
- American National 401(K) Plan (plan 012)
- Greer, Herz & Adams Llp Retirement Plan (plan 005)
- Greer, Herz & Adams, Llp — all reported plans
- Sullivan Environmental Services 401k Plan (plan 001)
- Sullivan Environmental Services Inc. — all reported plans
- Gal-Tex Hotel Corp. Retirement Plan (plan 001)
- Gal-Tex Hotel Corp. — all reported plans
- Moody National Bank 401(K) Plan (plan 002)
- Moody National Bank — all reported plans
- Texan Title Holdings, LLC 401(K) Profit Sharing Plan (plan 001)
- Texan Title Holdings, LLC — all reported plans
- Moody Gardens, Inc. 401(K) Retirement Plan (plan 002)
- Moody Gardens, Inc. — all reported plans
- The Company Retirement Accumulation Plan (plan 006)
- Four Winds Investments, Inc. — all reported plans
- G & H Towing Company 401(K) Plan (plan 002)
- G & H Towing Company — all reported plans
- Hometown Bank, Na 401 (K) Profit Sharing Plan (plan 002)
- Hometown Bank, Na — all reported plans
- Utmb Healthcare Systems Retirement Plan (plan 001)
- Utmb Healthcare Systems, Inc. — all reported plans
- Regent Care Center 401(K) Plan (plan 001)
- Regent Management Services Lp — all reported plans
- Sandalfoot Properties, Inc. 401(K) Profit Sharing Plan (plan 001)
- Sandalfoot Properties, Inc. — all reported plans
- Methodology
- Data sources