Sherman, 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, Sherman, TX has 28 loaded benefit plan(s) reported by 15 plan sponsor(s), with $221,128,654 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
28
Plan sponsors
15
Latest filing year
2023

What stands out in Sherman

  • 28 loaded plans hold $221.1M in reported assets across 15 sponsors.
  • The largest, Global Wafers Us 401(K) Plan, holds 48% of reported Sherman plan assets.
  • Plans cover 6,353 participants — about 227 per plan.
  • 46% of loaded plans report full Schedule H/I financial statements.
  • 21% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$221.1MSummed across loaded plans$221,128,654
Total reported assets$221.1M$221,128,654
Total reported participants6.4K6,353
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$221.1M total assets
Net assets$221.1MLiabilities$0
Contributions & income
Employer contributions$4.3M
Participant contributions$7.4M
Total income / additions$42M
Expenses & distributions
Benefits paid / distributions$18.6M
Total expenses$18.9M
Net increase / (decrease)$23.1M

Data coverage

Plans with financial statements13 / 28 (46%)
Plans with provider compensation6 / 28 (21%)

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

Sherman market comparison

Largest plan share of assets48%Global Wafers Us 401(K) Plan
Participants per plan227Average across loaded plans
Plan sponsors15
Ranked by reported assets

Largest loaded plans in Sherman

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

  1. 1
    Globitech, Incorporated · 2023
  2. 2
    Austin College · 2023
  3. 3
    Austin College · 2023
  4. 4
    W. Douglass Distributing Ltd. · 2023
  5. 5
    Capio Partners, LLC · 2023
  6. 6
    Carrus Healthcare · 2023
  7. 7
    Robert T. Jarvis, Pc · 2023
  8. 8
    Goodwill Industries Of Northeast Texas, Inc. · 2023
  9. 9
    Clint A. Hayes, Md, Pa · 2023
  10. 10
    Myfn, Inc. · 2023
  11. 11
    Immeasurable Grace Inc. · 2023
  12. 12
    Weber Advisors Inc. · 2023
  13. 13
    Capio Partners, LLC Medical Plannot reported in the loaded dataset
    Capio Partners, LLC · 2023
  14. 14
    Capio Partners, LLC Wrap Plannot reported in the loaded dataset
    Capio Partners, LLC · 2023
  15. 15
    Rccp, LLC Health & Welfare Benefit Plannot reported in the loaded dataset
    Rccp, LLC · 2023
  16. 16
    Rccp, LLC Dental Benefit Plannot reported in the loaded dataset
    Rccp, LLC · 2023
  17. 17
    Rccp, LLC Vision Benefit Plannot reported in the loaded dataset
    Rccp, LLC · 2023
  18. 18
    Rccp, LLC Worksite Plannot reported in the loaded dataset
    Rccp, LLC · 2023
  19. 19
    Sherman Grayson Hospital Dba Wilson N. Jones · 2023
  20. 20
    Prosperity Printing, Inc. Retirement Plannot reported in the loaded dataset
    Prosperity Printing, Inc. · 2023
  21. 21
    Bob Utter Ford Employee Benefits Plannot reported in the loaded dataset
    Bob Utter Ford · 2023
  22. 22
    Goodwill Industries Of Northeast Texas, Inc. · 2023
  23. 23
    W. Douglass Distributing Company Ltd · 2023
  24. 24
    Carrus Healthcare, LLC Health Plannot reported in the loaded dataset
    Carrus Healthcare, LLC · 2023
  25. 25
    Carrus Healthcare, LLC Vision Plannot reported in the loaded dataset
    Carrus Healthcare, LLC · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sherman, TX?
28 plan(s) reported by 15 sponsor(s) are loaded for Sherman, TX.

Related Form 5500 pages