Profit Sharing · DOL Form 5500 · 2023

Upper Neches River Municipal Water Authority Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
26th
Percentile by assets National rank
$220,058
Avg per participant Above avg balance/head
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Official DOL plan name: Upper Neches River Municipal Water Authority Employees Pension Plan & Trust · Sponsored by Upper Neches River Municipal Water Authority · Texas · Administrative & Support Services

$1M in assets, 6 participants

Upper Neches River Municipal Water Authority's Upper Neches River Municipal Water Authority Employees Pension Plan & Trust reported $1M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 26th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,188 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Upper Neches River Municipal Water Authority Employees Pension Plan & Trust ranks #2,188 of 4,372 2023 filers by assets (2185% of the sector average)-$1M for 6 participants.

#2,188
in Administrative & Support Services (4,372 peers)
+11.4%
assets growth YoY

Upper Neches River Municipal Water Authority Employees Pension Plan & Trust among the smaller filed plans by assets

Upper Neches River Municipal Water Authority Employees Pension Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,320,347 26th percentile higher than 26% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Upper Neches River Municipal Water Authority Employees Pension Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upper Neches River Municipal Water Authority Employees Pension Plan & Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Upper Neches River Municipal Water Authority Employees Pension Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Upper Neches River Municipal Water Authority Employees Pension Plan & Trust reported net income rose from $126K in the plan year 2022 filing to $135K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 756005083 · Upper Neches River Municipal Water Authority PY 2023 · Profit Sharing

Upper Neches River Municipal Water Authority Employees Pension Plan & Trust · $1M · 6 · 26th

  • ASSETS $1M
  • ASSETS 6
  • ASSETS 26th
  • ASSETS Profit Sharing
  • ASSETS near Luz N. Marrero Maldonado Profit Sharing Retirement Plan
  • ASSETS ind #2188

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Administrative & Support Services retirement plans → · Plans in Texas →

Upper Neches River Municipal Water Authority Employees Pension Plan & Trust in the asset neighbourhood

Upper Neches River Municipal Water Authority Employees Pension Plan & TrustUpper Neches River Municipal…$1MLuz N. Marrero Maldonado Profit Sharing Retirement PlanLuz N. Marrero Maldonado Pro…$1MM. Edwin Davis, M.D., P.C. Profit Sharing PlanM. Edwin Davis, M.D., P.C. P…$1MMountain View Eye Center, PC 401(k) PlanMountain View Eye Center, PC…$1MRobert I. Gluckstein Enterprises, Inc. Profit Sharing PlanRobert I. Gluckstein Enterpr…$1M
End-of-year total assets ($M) among Upper Neches River Municipal Water Authority Employees Pension Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$135K
Employer EIN756005083
Plan Effective Date1972-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upper Neches River Municipal Water Authority)

Sponsor-wide plan assets over time

All Upper Neches River Municipal Water Authority plans reported in each filing year

Latest sponsor-wide plan assets
$1M 23.212036064314976% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M 202220232024 $1.19M $1.46M ▲ +22.7%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 6 $1M
2024 1 6 $1M

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Upper Neches River Municipal Water Authority Employees Pension Plan & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Upper Neches River Municipal Water Authority Employees Pension Plan & Trust, Total assets ($B): 0.001320347 · Participants: 6Upper Neches River Municipal Water Authority Employees Pension Plan & TrustSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Upper Neches River Municipal Water Authority Employees Pension Plan & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants

Upper Neches River Municipal Water Authority Employees Pension Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Luz N. Marrero Maldonado Profit Sharing Retirement Plan in PR ($1M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Upper Neches River Municipal Water Authority Employees Pension Plan & Trust assets move in 2023?
Upper Neches River Municipal Water Authority Employees Pension Plan & Trust grew at a solid clip - up 11.4% during 2023, from $1M to $1M. Reported net income was $135K.
How have Upper Neches River Municipal Water Authority plan assets changed over time?
Across 3 plan years on file (2022-2024), Upper Neches River Municipal Water Authority's sponsor-wide assets grew 23.2%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Upper Neches River Municipal Water Authority Employees Pension Plan & Trust?
Among Profit Sharing plans in other states, the closest by assets is Luz N. Marrero Maldonado Profit Sharing Retirement Plan in PR ($1M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Upper Neches River Municipal Water Authority Employees Pension Plan & Trust?
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K in assets).