Marshall, 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, Marshall, TX has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $45,801,130 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $45,801,130
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $45,801,130
Contributions & income
- Employer contributions
- $3,440,288
- Participant contributions
- $2,399,270
- Total income / additions
- $12,666,633
Expenses & distributions
- Benefits paid / distributions
- $6,378,448
- Total expenses
- $6,586,240
- Net increase / (decrease)
- $6,080,393
Coverage
- Total reported participants
- 1,536
- Plans with financial statements
- 6
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Marshall, 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 |
|---|---|---|---|
| Norit Americas 401(K) Plan | Norit Americas Inc. | $33,843,844 | 2023 |
| Genesis Primecare 403b Plan | East Texas Border Health Clinic | $6,275,422 | 2023 |
| Seven 401(K) Plan | Seven Networks, Inc. | $2,915,745 | 2023 |
| Pergan Marshall, LLC 401(K) Savings Plan | Pergan Marshall, LLC | $2,636,947 | 2023 |
| Louis A. Williams & Associates, Inc. Employee Benefit Plan & Trust | Louis A. Williams & Associates, Inc. | $129,172 | 2023 |
| Patterson Of Marshall Employee Benefit Plan Trust | Patterson Motors Of Marshall | $0 | 2023 |
| Genesis Primecare Health And Welfare Plan | East Texas Border Health Clinic Dba Genesis Primecare | not reported in the loaded dataset | 2023 |
| Marshall Manor Nursing And Rehab Plan | Marshall Manor Nursing And Rehabilitation | not reported in the loaded dataset | 2023 |
| East Texas Baptist University Health And Welfare Plan | East Texas Baptist University | not reported in the loaded dataset | 2023 |
Largest plans in Marshall → · Marshall plans by participants → · Marshall plans with financial data → · Marshall plans with provider compensation → · $1B+ plans in Marshall →
Related Form 5500 pages
- All TX Form 5500 filings
- Norit Americas 401(K) Plan (plan 001)
- Norit Americas Inc. — all reported plans
- Genesis Primecare 403b Plan (plan 001)
- East Texas Border Health Clinic — all reported plans
- Seven 401(K) Plan (plan 001)
- Seven Networks, Inc. — all reported plans
- Pergan Marshall, LLC 401(K) Savings Plan (plan 001)
- Pergan Marshall, LLC — all reported plans
- Louis A. Williams & Associates, Inc. Employee Benefit Plan & Trust (plan 501)
- Louis A. Williams & Associates, Inc. — all reported plans
- Patterson Of Marshall Employee Benefit Plan Trust (plan 505)
- Patterson Motors Of Marshall — all reported plans
- Genesis Primecare Health And Welfare Plan (plan 501)
- Marshall Manor Nursing And Rehab Plan (plan 501)
- Marshall Manor Nursing And Rehabilitation — all reported plans
- East Texas Baptist University Health And Welfare Plan (plan 501)
- East Texas Baptist University — all reported plans
- Methodology
- Data sources