Lancaster, 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, Lancaster, TX has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $16,974,212 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
7
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17MSummed across loaded plans$16,974,212
Total reported assets$17M$16,974,212
Total reported participants2.6K2,559
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$17M total assets
Net assets$17MLiabilities$0
Contributions & income
Employer contributions$948.3K
Participant contributions$1.7M
Total income / additions$4.7M
Expenses & distributions
Benefits paid / distributions$2.7M
Total expenses$2.8M
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements4 / 7 (57%)
Plans with provider compensation3 / 7 (43%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lancaster, 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

Lancaster market comparison

Largest plan share of assets69%Bar Constructors, Inc. 401(K) Profit Sharing Plan
Participants per plan366Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Lancaster

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

  1. 1
    Bar Constructors, Inc. · 2023
  2. 2
    Freshrealm LLC · 2023
  3. 3
    Judah Investor Corp. · 2023
  4. 4
    Cb20, Inc. · 2023
  5. 5
    Lancaster Regional Hospital, Lp · 2023
  6. 6
    Frozen Food Express Industries, Inc. Welfare Benefnot reported in the loaded dataset
    Frozen Food Express Industries, Inc. · 2023
  7. 7
    Henry Building, Inc. Health & Welfare Plannot reported in the loaded dataset
    Henry Building, Inc. · 2023

Related Form 5500 pages