Harlingen, 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, Harlingen, TX has 23 loaded benefit plan(s) reported by 19 plan sponsor(s), with $79,805,065 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 23
- Plan sponsors
- 19
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $79,805,065
- Total reported liabilities (EOY)
- $1,273
- Total reported net assets (EOY)
- $79,803,792
Contributions & income
- Employer contributions
- $3,113,152
- Participant contributions
- $4,103,299
- Total income / additions
- $17,891,519
Expenses & distributions
- Benefits paid / distributions
- $5,569,650
- Total expenses
- $5,795,333
- Net increase / (decrease)
- $12,096,186
Coverage
- Total reported participants
- 3,653
- Plans with financial statements
- 14
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Harlingen, 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 |
|---|---|---|---|
| Su Clinica Familiar, Inc. Pension Plan | Su Clinica Familiar, Inc. | $26,513,606 | 2023 |
| Texas Regional Bank 401(K) Plan | Texas Regional Bank | $16,403,432 | 2023 |
| Marine Military Academy, Inc. Retirement Plan | Marine Military Academy, Inc. | $12,323,690 | 2023 |
| First Community Bank 401(K) Plan | First Community Bank | $7,632,796 | 2023 |
| 401k Profit Sharing Plan Of Mccullough And Mccullough, Attorneys At Law | Arthur Eugene Mccullough - Mccullough And Mccullough | $6,294,187 | 2023 |
| Valley Radiologists & Associates, P.A. Defined Benefit Plan | Valley Radiologists & Associates, P.A. | $5,702,076 | 2023 |
| All About Kids Home Health 401(K) Plan | Santa Cruz Health Services, Inc. | $2,003,768 | 2023 |
| 403(B) Thrift Plan For Employees Of Valley Aids Council | Valley Aids Council | $915,943 | 2023 |
| Premier General Surgeons, Pllc 401(K) Retirement Plan | Premier General Surgeons, Pllc | $688,845 | 2023 |
| Ambiotec Civil Engineering Group, Inc. 401(K) Profit Sharing Plan | Ambiotec Civil Engineering Group, Inc. | $653,172 | 2023 |
| Src Management, Inc. Employee 401k Plan | Src Management, Inc. | $509,807 | 2023 |
| Mvg Home Health, Inc. Profit Sharing Plan | Mvg Home Health, Inc. | $128,200 | 2023 |
| Infinite Medical Staffing Corporation Retirement Plan | Infinite Medical Staffing Corporation | $35,543 | 2023 |
| Harlingen Family Dentistry 401(K) Profit Sharing Plan | Juan D. Villarreal, D.D.S. Series Pllc Dba | $0 | 2023 |
| Harlingen Healthcare, Inc. Veranda Rehabilitation And Healthcare Occupational Injury Plan | Harlingen Healthcare, Inc. | not reported in the loaded dataset | 2023 |
| Boggus Motor Company Ii LLC Life & Health Plan | Boggus Motor Company Ii LLC | not reported in the loaded dataset | 2023 |
| Marine Military Academy, Inc Ancillary Benefits Plan | Marine Military Academy, Inc | not reported in the loaded dataset | 2023 |
| Marine Military Academy, Inc Health And Welfare Plan | Marine Military Academy, Inc | not reported in the loaded dataset | 2023 |
| First Community Bank Health And Welfare Plan | First Community Bank | not reported in the loaded dataset | 2023 |
| Texas Regional Bank Employee Benefits Plan | Texas Regional Bank | not reported in the loaded dataset | 2023 |
| Santiago Healthcare, Inc Dba Golden Palms Rehabilitation And Retirement Occupational Injury Plan | Santiago Healthcare, Inc | not reported in the loaded dataset | 2023 |
| Black Ridge Canyon Healthcare, Inc. Dba Treasure Hills Healthcare And Rehabilitation Center Occupational Injury Plan | Black Ridge Canyon Healthcare, Inc | not reported in the loaded dataset | 2023 |
| Amaru Motors, Lp Dba Charlie Clark Nissan Health And Welfare Plan | Amaru Motors, Lp Dba Charlie Clark Nissan | not reported in the loaded dataset | 2023 |
Largest plans in Harlingen → · Harlingen plans by participants → · Harlingen plans with financial data → · Harlingen plans with provider compensation → · $1B+ plans in Harlingen →
Related Form 5500 pages
- All TX Form 5500 filings
- Su Clinica Familiar, Inc. Pension Plan (plan 001)
- Su Clinica Familiar, Inc. — all reported plans
- Texas Regional Bank 401(K) Plan (plan 001)
- Texas Regional Bank — all reported plans
- Marine Military Academy, Inc. Retirement Plan (plan 001)
- Marine Military Academy, Inc. — all reported plans
- First Community Bank 401(K) Plan (plan 002)
- First Community Bank — all reported plans
- 401k Profit Sharing Plan Of Mccullough And Mccullough, Attorneys At Law (plan 001)
- Arthur Eugene Mccullough - Mccullough And Mccullough — all reported plans
- Valley Radiologists & Associates, P.A. Defined Benefit Plan (plan 003)
- Valley Radiologists & Associates, P.A. — all reported plans
- All About Kids Home Health 401(K) Plan (plan 001)
- Santa Cruz Health Services, Inc. — all reported plans
- 403(B) Thrift Plan For Employees Of Valley Aids Council (plan 001)
- Valley Aids Council — all reported plans
- Premier General Surgeons, Pllc 401(K) Retirement Plan (plan 001)
- Premier General Surgeons, Pllc — all reported plans
- Ambiotec Civil Engineering Group, Inc. 401(K) Profit Sharing Plan (plan 001)
- Ambiotec Civil Engineering Group, Inc. — all reported plans
- Src Management, Inc. Employee 401k Plan (plan 001)
- Src Management, Inc. — all reported plans
- Mvg Home Health, Inc. Profit Sharing Plan (plan 001)
- Mvg Home Health, Inc. — all reported plans
- Infinite Medical Staffing Corporation Retirement Plan (plan 001)
- Infinite Medical Staffing Corporation — all reported plans
- Harlingen Family Dentistry 401(K) Profit Sharing Plan (plan 001)
- Juan D. Villarreal, D.D.S. Series Pllc Dba — all reported plans
- Harlingen Healthcare, Inc. Veranda Rehabilitation And Healthcare Occupational Injury Plan (plan 502)
- Harlingen Healthcare, Inc. — all reported plans
- Methodology
- Data sources