Plan5500

Laporte, 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, Laporte, TX has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $19,708,186 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in Laporte

  • 5 loaded plans hold $19.7M in reported assets across 4 sponsors.
  • The largest, Ccj & Associates, LLC 401(K) Plan, holds 67% of reported Laporte plan assets.
  • Plans cover 1,819 participants — about 364 per plan.
  • 40% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$19.6MSummed across loaded plans$19,564,994
Total reported assets$19.7M$19,708,186
Total reported participants1.8K1,819
Total reported liabilities$143.2K$143,192

Reported net position

Reported assets = net assets + liabilities (summed)$19.7M total assets
Net assets$19.6MLiabilities$143.2K
Contributions & income
Employer contributions$1.4M
Participant contributions$1.4M
Total income / additions$5.4M
Expenses & distributions
Benefits paid / distributions$2.2M
Total expenses$2.4M
Net increase / (decrease)$3.1M

Data coverage

Plans with financial statements2 / 5 (40%)
Plans with provider compensation2 / 5 (40%)

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

Laporte market comparison

Largest plan share of assets67%Ccj & Associates, LLC 401(K) Plan
Participants per plan364Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Laporte

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

  1. 1
    Ccj & Associates, LLC 401(K) Plan$13.3M
    Ccj & Associates, LLC · 2023
  2. 2
    Ybarra Investments, Inc. 401(K) Profit Sharing Plan And Trust$6.4M
    Ybarra Investments, Inc. · 2023
  3. 3
    Ccj & Associates, LLC Health & Welfare Plannot reported in the loaded dataset
    Ccj & Associates, LLC · 2023
  4. 4
    Code Red Safety Welfare Benefits Plannot reported in the loaded dataset
    Code Red Safety · 2023
  5. 5
    Frontier Logistics Employee Benefit Programnot reported in the loaded dataset
    Frontier Logistics, Lp · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Laporte, TX?
5 plan(s) reported by 4 sponsor(s) are loaded for Laporte, TX.

Related Form 5500 pages