Longview, 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, Longview, TX has 52 loaded benefit plan(s) reported by 37 plan sponsor(s), with $247,742,060 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 52
- Plan sponsors
- 37
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $247,742,060
- Total reported liabilities (EOY)
- $94,825
- Total reported net assets (EOY)
- $246,127,489
Contributions & income
- Employer contributions
- $10,836,686
- Participant contributions
- $14,235,490
- Total income / additions
- $65,040,726
Expenses & distributions
- Benefits paid / distributions
- $29,372,903
- Total expenses
- $30,326,866
- Net increase / (decrease)
- $34,713,860
Coverage
- Total reported participants
- 11,566
- Plans with financial statements
- 29
- Plans with provider compensation
- 18
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Longview, 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 |
|---|---|---|---|
| Letourneau University 403(B) Annuity Plan | Letourneau University | $54,246,386 | 2023 |
| Texas Bank And Trust Company Employee Ps Plan And Trust | Texas Bank And Trust Company | $50,263,364 | 2023 |
| Ksa Engineers, Inc. Employee Savings And Protection Plan | Ksa Engineers, Inc. | $25,940,155 | 2023 |
| Associated Clinicians Of East Texas Retirement Plan | Associated Clinicians Of East Texas, Pllc | $24,652,817 | 2023 |
| Applied Consultants, Inc. 401(K) Plan | Applied Consultants, Inc. | $16,154,511 | 2023 |
| East Texas Professional Credit Union Salary Savings Plan | East Texas Professional Credit Union | $12,366,524 | 2023 |
| M. Roberts Media, LLC 401(K) Plan | M. Roberts Media, LLC | $9,922,105 | 2023 |
| Friedman Industries, Inc. Employees' Retirement & 401(K) Plan | Friedman Industries, Incorporated | $9,798,321 | 2023 |
| Gibson Sales, Lp Profit Sharing/401k Plan | Gibson Sales, Lp | $6,952,604 | 2023 |
| R & K Distributors, Inc. 401k Deferred Compensation Plan | R & K Distributors, Inc. | $6,147,747 | 2023 |
| Longview Wellness Center, Inc. Dba Wellness Pointe 403(B) Plan | Longview Wellness Center, Inc. Dba Wellness Pointe | $5,733,128 | 2023 |
| Abc Auto Parts, Ltd. 401(K) Savings Plan | Abc Auto Parts, Ltd. | $5,277,943 | 2023 |
| Retirement Plan For Employees Of Advance Ross Electronics Corporation | Advance Ross Electronics Corporation | $5,159,938 | 2023 |
| Retirement 401k Plan | Russell & Sons Construction Company Inc. | $5,066,436 | 2023 |
| Xcel Ndt, LLC 401(K) Profit Sharing Plan | Xcel Ndt, LLC | $3,160,260 | 2023 |
| Smallwood Management Co LLC 401(K) Plan | Smallwood Management Company, LLC | $2,660,364 | 2023 |
| Alpha Satcom, Inc. 401(K) Plan | Alpha Satcom, Inc. | $1,550,686 | 2023 |
| Lodging Host Hotel Corp 401(K) Profit Sharing Plan & Trust | Lodging Host Hotel Corp | $1,403,051 | 2023 |
| Uncharted Waters, Inc. 401(K) Plan | Uncharted Waters, Inc. | $473,496 | 2023 |
| R. Lacy Services, Ltd. Employee Benefit Plan | R. Lacy Services, Ltd. | $252,652 | 2023 |
| Diagnostic Clinic Of Longview, P.A. 401(K) Profit Sharing Plan And Trust | Diagnostic Clinic Of Longview, P.A. | $212,806 | 2023 |
| Mathis Squared, Inc. 401(K) Profit Sharing Plan | Mathis Squared, Inc. | $126,199 | 2023 |
| Twin State Trucks, Inc. Group Medical Plan | Twin State Trucks Inc | $85,305 | 2023 |
| Hafoj Co 401(K) Plan | Hafoj Co | $77,722 | 2023 |
| Divine Investments Holdings Inc. 401(K) Plan | Divine Investments Holdings Inc. | $57,540 | 2023 |
Largest plans in Longview → · Longview plans by participants → · Longview plans with financial data → · Longview plans with provider compensation → · $1B+ plans in Longview →
Related Form 5500 pages
- All TX Form 5500 filings
- Letourneau University 403(B) Annuity Plan (plan 001)
- Letourneau University — all reported plans
- Texas Bank And Trust Company Employee Ps Plan And Trust (plan 001)
- Texas Bank And Trust Company — all reported plans
- Ksa Engineers, Inc. Employee Savings And Protection Plan (plan 001)
- Ksa Engineers, Inc. — all reported plans
- Associated Clinicians Of East Texas Retirement Plan (plan 001)
- Associated Clinicians Of East Texas, Pllc — all reported plans
- Applied Consultants, Inc. 401(K) Plan (plan 001)
- Applied Consultants, Inc. — all reported plans
- East Texas Professional Credit Union Salary Savings Plan (plan 002)
- East Texas Professional Credit Union — all reported plans
- M. Roberts Media, LLC 401(K) Plan (plan 001)
- M. Roberts Media, LLC — all reported plans
- Friedman Industries, Inc. Employees' Retirement & 401(K) Plan (plan 002)
- Friedman Industries, Incorporated — all reported plans
- Gibson Sales, Lp Profit Sharing/401k Plan (plan 001)
- Gibson Sales, Lp — all reported plans
- R & K Distributors, Inc. 401k Deferred Compensation Plan (plan 002)
- R & K Distributors, Inc. — all reported plans
- Longview Wellness Center, Inc. Dba Wellness Pointe 403(B) Plan (plan 001)
- Longview Wellness Center, Inc. Dba Wellness Pointe — all reported plans
- Abc Auto Parts, Ltd. 401(K) Savings Plan (plan 001)
- Abc Auto Parts, Ltd. — all reported plans
- Retirement Plan For Employees Of Advance Ross Electronics Corporation (plan 001)
- Advance Ross Electronics Corporation — all reported plans
- Retirement 401k Plan (plan 001)
- Russell & Sons Construction Company Inc. — all reported plans
- Xcel Ndt, LLC 401(K) Profit Sharing Plan (plan 001)
- Xcel Ndt, LLC — all reported plans
- Methodology
- Data sources