Texas City, 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, Texas City, TX has 13 loaded benefit plan(s) reported by 10 plan sponsor(s), with $136,822,076 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $136,822,076
- Total reported liabilities (EOY)
- $93,023
- Total reported net assets (EOY)
- $136,729,053
Contributions & income
- Employer contributions
- $4,336,708
- Participant contributions
- $3,148,389
- Total income / additions
- $22,591,539
Expenses & distributions
- Benefits paid / distributions
- $7,910,305
- Total expenses
- $8,484,652
- Net increase / (decrease)
- $14,106,887
Coverage
- Total reported participants
- 2,758
- Plans with financial statements
- 9
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Texas City, 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 |
|---|---|---|---|
| Texas Independent Bancshares, Inc. 401(K) Employee Stock Ownership Plan | Texas Independent Bancshares | $73,228,743 | 2023 |
| Amoco Federal Credit Union Capital Accumulation Plan | Amoco Federal Credit Union | $30,204,730 | 2023 |
| Ibew Local Union No. 527 Annuity Plan | Board Of Trustees Of Ibew Local Union No. 527 Annuity Plan | $15,000,211 | 2023 |
| Ibew Local Union No. 527 Pension Plan | Board Of Trustees Of Ibew Local Union No. 527 Pension Plan | $10,375,070 | 2023 |
| Dunn Heat Exchangers, Inc. 401(K) Plan | Dunn Heat Exchangers, Inc. | $5,641,805 | 2023 |
| Richfield Sulphur Solutions, Inc. Retirement Plan | Richfield Sulphur Solutions, Inc. | $2,214,712 | 2023 |
| Steinhaus & Associates Inc. Retirement Plan | Steinhaus & Associates Inc. | $80,673 | 2023 |
| Corvi Nidus Inc. Retirement Plan | Corvi Nidus Inc. | $75,538 | 2023 |
| Funderstorm, Inc. Profit Sharing Plan | Funderstorm, Inc. | $594 | 2023 |
| Oceanview Healthcare, Inc. Dba The Phoenix Post-Acute Occupational Injury Plan | Oceanview Healthcare, Inc. | not reported in the loaded dataset | 2023 |
| Amoco Federal Credit Union Welfare Plan | Amoco Federal Credit Union | not reported in the loaded dataset | 2023 |
| Amoco Federal Credit Union Eap Plan | Amoco Federal Credit Union | not reported in the loaded dataset | 2023 |
| Tib Bancshares Flexible Benefit Plan | Texas Independent Bancshares | not reported in the loaded dataset | 2023 |
Largest plans in Texas City → · Texas City plans by participants → · Texas City plans with financial data → · Texas City plans with provider compensation → · $1B+ plans in Texas City →
Related Form 5500 pages
- All TX Form 5500 filings
- Texas Independent Bancshares, Inc. 401(K) Employee Stock Ownership Plan (plan 001)
- Texas Independent Bancshares — all reported plans
- Amoco Federal Credit Union Capital Accumulation Plan (plan 033)
- Amoco Federal Credit Union — all reported plans
- Ibew Local Union No. 527 Annuity Plan (plan 001)
- Board Of Trustees Of Ibew Local Union No. 527 Annuity Plan — all reported plans
- Ibew Local Union No. 527 Pension Plan (plan 001)
- Board Of Trustees Of Ibew Local Union No. 527 Pension Plan — all reported plans
- Dunn Heat Exchangers, Inc. 401(K) Plan (plan 001)
- Dunn Heat Exchangers, Inc. — all reported plans
- Richfield Sulphur Solutions, Inc. Retirement Plan (plan 001)
- Richfield Sulphur Solutions, Inc. — all reported plans
- Steinhaus & Associates Inc. Retirement Plan (plan 001)
- Steinhaus & Associates Inc. — all reported plans
- Corvi Nidus Inc. Retirement Plan (plan 001)
- Corvi Nidus Inc. — all reported plans
- Funderstorm, Inc. Profit Sharing Plan (plan 001)
- Funderstorm, Inc. — all reported plans
- Oceanview Healthcare, Inc. Dba The Phoenix Post-Acute Occupational Injury Plan (plan 502)
- Oceanview Healthcare, Inc. — all reported plans
- Amoco Federal Credit Union Welfare Plan (plan 501)
- Amoco Federal Credit Union Eap Plan (plan 503)
- Tib Bancshares Flexible Benefit Plan (plan 502)
- Methodology
- Data sources