Plan5500

Aledo, 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, Aledo, TX has 10 loaded benefit plan(s) reported by 10 plan sponsor(s), with $5,037,472 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
10
Latest filing year
2023

What stands out in Aledo

  • 10 loaded plans hold $5M in reported assets across 10 sponsors.
  • The largest, Dnj Enterprises, Inc. 401k Profit Sharing Plan, holds 42% of reported Aledo plan assets.
  • Plans cover 361 participants — about 36 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5MSummed across loaded plans$5,037,472
Total reported assets$5M$5,037,472
Total reported participants361
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5M total assets
Net assets$5MLiabilities$0
Contributions & income
Employer contributions$62.7K
Participant contributions$163.8K
Total income / additions$905.2K
Expenses & distributions
Benefits paid / distributions$393
Total expenses$12K
Net increase / (decrease)$893.2K

Data coverage

Plans with financial statements8 / 10 (80%)
Plans with provider compensation0 / 10 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Aledo, 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.

Computed from loaded plans

Aledo market comparison

Largest plan share of assets42%Dnj Enterprises, Inc. 401k Profit Sharing Plan
Participants per plan36Average across loaded plans
Plan sponsors10
Ranked by reported assets

Largest loaded plans in Aledo

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

  1. 1
    Dnj Enterprises, Inc. 401k Profit Sharing Plan$2.1M
    Dnj Enterprises, Inc. · 2023
  2. 2
    Tba Capital, Inc. Retirement Plan$1.7M
    Tba Capital, Inc. · 2023
  3. 3
    Avance Management Inc 401(K) Plan$474K
    Avance Management, Inc. · 2023
  4. 4
    Enchanted Operations Inc. 401(K) Plan$340.2K
    Enchanted Operations Inc. · 2023
  5. 5
    Bearcat Services, L.L.C.401(K) Plan$155.5K
    Bearcat Services, LLC · 2023
  6. 6
    Crushed Ice Inc. 401(K) Plan$103.6K
    Crushed Ice Inc. · 2023
  7. 7
    Grahern Incorporated 401(K) Profit Sharing Plan$74.4K
    Grahern Incorporated · 2023
  8. 8
    Kevin Key-Air, Inc 401k Profit Sharing Plan$42K
    Kevin Key-Air, Inc · 2023
  9. 9
    Tri-County Electric Cooperative Welfare Plannot reported in the loaded dataset
    Tri-County Electric Cooperative, Inc. · 2023
  10. 10
    T & D Systems Employee Health Benefit Plannot reported in the loaded dataset
    T & D Systems, Inc. · 2023

Largest plans in Aledo → · Aledo plans by participants → · Aledo plans with financial data → · Aledo plans with provider compensation → · $1B+ plans in Aledo →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Aledo, TX?
10 plan(s) reported by 10 sponsor(s) are loaded for Aledo, TX.

Related Form 5500 pages