Plan5500

Austin College — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Austin College (EIN 75-0827409) is a plan sponsor located in Sherman, TX with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
75-0827409
Location
Sherman, TX
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Austin College

  • 2 loaded plans hold $86.6M in reported assets.
  • The largest, Austin College Retirement Plan, holds 72% of this company's reported plan assets.
  • Plans cover 1,102 reported participants.
  • 2 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$86.6MSummed across loaded plans$86,627,956
Total reported assets$86.6M$86,627,956
Total reported participants1.1K1,102
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$86.6M total assets
Net assets$86.6MLiabilities—
Contributions & income
Employer contributions$1.2M
Participant contributions$1M
Total income / additions$12M
Expenses & distributions
Benefits paid / distributions$4.5M
Total expenses$4.5M
Net increase / (decrease)$7.4M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets72%Austin College Retirement Plan
Participants per plan551Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Austin College Retirement Plan$62.7M
    Plan #001 · 654 participants · 2023
  2. 2
    Austin College Tax-Deferred Annuity Plan$23.9M
    Plan #002 · 448 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Austin College. Open one for its full reported snapshot.

  1. 2023
    Austin College Retirement Plan654 participants · 2Sch HSch C
    View filing →
  2. 2023
    Austin College Tax-Deferred Annuity Plan448 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Austin College report on Form 5500?
Austin College (EIN 75-0827409) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Austin College?
The Employer Identification Number (EIN) reported for Austin College is 75-0827409.
What is the latest Form 5500 filing year for Austin College?
The latest loaded Form 5500 filing year for Austin College is 2023.

Related Form 5500 pages