· 2022–2024 · DOL EFAST2

Texas Valley Insurance Agencies — Texas Valley, Form 5500 (2025)

Original filing (PDF)20260217162034NAL0008149650001

Texas Valley Insurance Agencies

Form 5500-SF

FILING_RECEIVED

Texas Valley Insurance Agencies 401(k) Plan

401(k) retirement plan · Texas Valley Insurance Agencies' Texas Valley Insurance Agencies 401(k) Plan held $5.2M in plan assets for 13 participants in 2025.

Active participants

13

Accounts w/ balance

16

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

81

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TEXAS VALLEY INSURANCE AGENCIES.

Plan sponsor

Name

TEXAS VALLEY INSURANCE AGENCIES

EIN

74-1984809all filings

Address

321 W. 2ND STREET · MERCEDES, TX · 78570

Phone

(956) 565-2481

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-02-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

AIOI Nissay DOWA Insurance Services USA Corporation

AIOI Nissay DOWA Insurance Services USA Corporation 401(k) Plan

$5.2M · 128 participants

Gearhart, HERR & Co., Inc.

Gearhart, HERR & Co., Inc.401(k) Plan

$5.2M · 19 participants

Myers - Stevens & Toohey Co., Inc.

Myers-Stevens & Toohey Co. Inc. 401(k)

$5.2M · 17 participants

Sherelee L. GOO State Farm Insurance

Sherelee L. GOO State Farm Insurance 401(k) Plan

$5.2M · 5 participants

Swallows Insurance Agency, Inc.

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.