Retirement plan

CONCHO VALLEY WORKFORCE DEVELOPMENT BOARD 401(K) PROFIT SHARING PLAN

Name: CONCHO VALLEY WORKFORCE DEVELOPMENT - CONCHO VALLEY WORKFORCE DEVELOPMENT BOARD 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: CONCHO VALLEY WORKFORCE DEVELOPMENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONCHO VALLEY WORKFORCE DEVELOPMENT BOARD 401(K) PROFIT SHARING PLAN, CONCHO VALLEY WORKFORCE DEVELOPMENT

CONCHO VALLEY WORKFORCE DEVELOPMENTEIN 75-2725398Plan #001PY 2025

36 E TWOHIG SUITE 805 - SAN ANGELO, TX 769036471325-655-2005LinkedIn11-50 employeesmanagement consulting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$352K

+51.5% from 2024

Total participants

-13.3% from 2024

Average account balance

$27,114

+51.5% from 2024

Annual return

20.08%

+12.64 pp from 2024

Benchmarks

See 9,721 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort9,721 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$352K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$27K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+20.08%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$120

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2C2E2G2J

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$120 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.443%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,114

$108,882-75.1%

$96,754-72.0%

$154,746-82.5%

Participation rate

100.0%

75.1%+24.9pp

70.3%+29.7pp

80.7%+19.3pp

Annual return

20.08%

98.39%-78.3pp

82.04%-62.0pp

172.34%-152.3pp

Employer contribution / active EE

$2,295

$3,018-24.0%

$2,679-14.4%

$4,379-47.6%

Participant deferral / active EE

$3,331

$5,323-37.4%

$4,758-30.0%

$6,730-50.5%

Admin fee / account holder

$120

$10,200-98.8%

$8,905-98.7%

$14,365-99.2%

CONCHO VALLEY WORKFORCE DEVELOPMENT BOARD 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONCHO VALLEY WORKFORCE DEVELOPMENT BOARD 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion