Plan5500

Portland, 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, Portland, TX has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $7,200,323 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
5
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.2MSummed across loaded plans$7,200,323
Total reported assets$7.2M$7,200,323
Total reported participants302
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.2M total assets
Net assets$7.2MLiabilities$0
Contributions & income
Employer contributions$74.3K
Participant contributions$184.2K
Total income / additions$1M
Expenses & distributions
Benefits paid / distributions$485.3K
Total expenses$486.7K
Net increase / (decrease)$535.7K

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation0 / 5 ()

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

Portland market comparison

Largest plan share of assets76%Base Line Data Profit Sharing And 401(K) Plan
Participants per plan60Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Portland

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

  1. 1
    Base Line Data Profit Sharing And 401(K) Plan$5.5M
    Base Line Data, Inc. · 2023
  2. 2
    Stephens Independence Ventures, Inc. Retirement Plan$1.4M
    Stephens Independence Ventures, Inc. · 2023
  3. 3
    Rene R. Acuna, D.O. Profit Sharing Plan$305K
    Rene R. Acuna, D.O. · 2023
  4. 4
    B Depuma, Inc. Profit Sharing Plan$30K
    B Depuma, Inc. · 2023
  5. 5
    Arcelormittal Texas Hbi Health And Welfare Benefits Plannot reported in the loaded dataset
    Arcelormittal Texas Hbi · 2023

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

Related Form 5500 pages