Plan5500

Pharr, 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, Pharr, TX has 8 loaded benefit plan(s) reported by 6 plan sponsor(s), with $20,489,275 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
6
Latest filing year
2023

What stands out in Pharr

  • 8 loaded plans hold $20.5M in reported assets across 6 sponsors.
  • The largest, Nuestra Clinica Del Valle Inc. Employees Retirement Plan, holds 48% of reported Pharr plan assets.
  • Plans cover 2,332 participants — about 292 per plan.
  • 38% of loaded plans report full Schedule H/I financial statements.
  • 38% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.4MSummed across loaded plans$20,431,941
Total reported assets$20.5M$20,489,275
Total reported participants2.3K2,332
Total reported liabilities$57.3K$57,334

Reported net position

Reported assets = net assets + liabilities (summed)$20.5M total assets
Net assets$20.4MLiabilities$57.3K
Contributions & income
Employer contributions$553.9K
Participant contributions$487.7K
Total income / additions$3.5M
Expenses & distributions
Benefits paid / distributions$2.3M
Total expenses$2.4M
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements3 / 8 (38%)
Plans with provider compensation3 / 8 (38%)

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

Pharr market comparison

Largest plan share of assets48%Nuestra Clinica Del Valle Inc. Employees Retirement Plan
Participants per plan292Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Pharr

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

  1. 1
    Nuestra Clinica Del Valle Inc. Employees Retirement Plan$9.9M
    Nuestra Clinica Del Valle Inc. · 2023
  2. 2
    Lack'S Valley Stores, Ltd. 401(K) Profit Sharing Plan$6.6M
    Lacks Valley Stores, Ltd. · 2023
  3. 3
    Nuestra Clinica Del Valle Employees Retirement Plan$4M
    Nuestra Clinica Del Valle Inc. · 2023
  4. 4
    Red Sun Farms Welfare Benefit Plannot reported in the loaded dataset
    Red Sun Farms, LLC · 2023
  5. 5
    Transport Continental Inc Life Plannot reported in the loaded dataset
    Transport Continental, Inc. · 2023
  6. 6
    Lacks Valley Stores, Ltd. Welfare Benefit Plannot reported in the loaded dataset
    Lacks Valley Stores, Ltd. · 2023
  7. 7
    Dragados Pulice Jv Wrap Plannot reported in the loaded dataset
    Dragados Pulice Jv · 2023
  8. 8
    Royal Freight, Lp Health And Welfare Plannot reported in the loaded dataset
    Royal Freight, Lp · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Pharr, TX?
8 plan(s) reported by 6 sponsor(s) are loaded for Pharr, TX.

Related Form 5500 pages