Allen, 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, Allen, TX has 50 loaded benefit plan(s) reported by 43 plan sponsor(s), with $1,365,441,149 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 50
- Plan sponsors
- 43
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,365,441,149
- Total reported liabilities (EOY)
- $34,295
- Total reported net assets (EOY)
- $1,366,162,341
Contributions & income
- Employer contributions
- $34,331,195
- Participant contributions
- $72,753,719
- Total income / additions
- $279,057,533
Expenses & distributions
- Benefits paid / distributions
- $111,694,755
- Total expenses
- $113,172,980
- Net increase / (decrease)
- $165,884,553
Coverage
- Total reported participants
- 22,496
- Plans with financial statements
- 40
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Allen, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Jack Henry & Associates, Inc 401k Retirement Savings Plan | Jack Henry & Associates Inc | $1,209,371,731 | 2023 |
| Atrion Corporation 401(K) Savings Plan | Atrion Corporation | $59,087,292 | 2023 |
| Highlands Residential Mortgage, Ltd. 401(K) Plan | Highlands Residential Mortgage | $24,907,464 | 2023 |
| Credit Union Of Texas 401(K) Plan | Credit Union Of Texas | $21,724,286 | 2023 |
| Colordynamics, Inc. 401(K) Profit Sharing Plan | Colordynamics, Inc. | $15,698,459 | 2023 |
| Md7 401(K) Plan | Md7, LLC | $8,582,457 | 2023 |
| Nobis Rehab Partners 401(K) Savings Plan | Nobis Rehabilitation Partners, LLC | $4,728,288 | 2023 |
| Ftk 401(K) Plan | Ftk Interests LLC | $3,271,618 | 2023 |
| Petitt & Associates LLC 401(K) Plan | Petitt & Associates LLC | $2,801,752 | 2023 |
| 1401 Has, Inc. 401(K) Plan | 1401 Has, Inc. | $2,273,409 | 2023 |
| Michael J. Mcinerney Profit Sharing Plan | Michael J. Mcinerney Sales Company | $1,921,728 | 2023 |
| Pounds Partners, Inc. 401(K) Profit Sharing Plan | Pounds Partners, Inc. | $1,678,605 | 2023 |
| 101 Gordon Investment Group Inc. Retirement Plan | 101 Gordon Investment Group Inc. | $1,636,883 | 2023 |
| Texoma Battery Retirement Plan | Texoma Battery, Inc. | $1,511,790 | 2023 |
| Barton Family Enterprises, Inc. 401(K) Plan | Barton Family Enterprises, Inc. | $1,255,818 | 2023 |
| Transitional Care Resources Inc. Retirement Plan | Transitional Care Resources Inc. | $1,255,441 | 2023 |
| Scales Venture Holdings Inc. Retirement Plan | Scales Venture Holdings Inc. | $537,641 | 2023 |
| Hchtm, Inc. 401(K) Plan | Hchtm, Inc. | $420,000 | 2023 |
| Quad-R Performance Inc. 401(K) Plan | Quad-R Performance Inc. | $390,342 | 2023 |
| Record Development Retirement Plan | Record Development, Inc. | $365,047 | 2023 |
| Norpeg Investments, Inc. Profit Sharing Plan | Norpeg Investments, Inc. | $313,571 | 2023 |
| M. Schneider Enterprises Inc. Retirement Plan | M. Schneider Enterprises Inc. | $281,815 | 2023 |
| Mindfulness Educational Services Inc 401(K) Plan | Mindfulness Educational Services Inc | $277,160 | 2023 |
| Texas Sno, Inc. Retirement Plan | Texas Sno, Inc. | $275,907 | 2023 |
| Restore Endeavors Inc. Retirement Plan | Restore Endeavors Inc. | $242,552 | 2023 |
Largest plans in Allen → · Allen plans by participants → · Allen plans with financial data → · Allen plans with provider compensation → · $1B+ plans in Allen →
Related Form 5500 pages
- All TX Form 5500 filings
- Jack Henry & Associates, Inc 401k Retirement Savings Plan (plan 003)
- Jack Henry & Associates Inc — all reported plans
- Atrion Corporation 401(K) Savings Plan (plan 003)
- Atrion Corporation — all reported plans
- Highlands Residential Mortgage, Ltd. 401(K) Plan (plan 001)
- Highlands Residential Mortgage — all reported plans
- Credit Union Of Texas 401(K) Plan (plan 003)
- Credit Union Of Texas — all reported plans
- Colordynamics, Inc. 401(K) Profit Sharing Plan (plan 001)
- Colordynamics, Inc. — all reported plans
- Md7 401(K) Plan (plan 002)
- Md7, LLC — all reported plans
- Nobis Rehab Partners 401(K) Savings Plan (plan 001)
- Nobis Rehabilitation Partners, LLC — all reported plans
- Ftk 401(K) Plan (plan 001)
- Ftk Interests LLC — all reported plans
- Petitt & Associates LLC 401(K) Plan (plan 001)
- Petitt & Associates LLC — all reported plans
- 1401 Has, Inc. 401(K) Plan (plan 002)
- 1401 Has, Inc. — all reported plans
- Michael J. Mcinerney Profit Sharing Plan (plan 003)
- Michael J. Mcinerney Sales Company — all reported plans
- Pounds Partners, Inc. 401(K) Profit Sharing Plan (plan 001)
- Pounds Partners, Inc. — all reported plans
- 101 Gordon Investment Group Inc. Retirement Plan (plan 001)
- 101 Gordon Investment Group Inc. — all reported plans
- Texoma Battery Retirement Plan (plan 001)
- Texoma Battery, Inc. — all reported plans
- Barton Family Enterprises, Inc. 401(K) Plan (plan 001)
- Barton Family Enterprises, Inc. — all reported plans
- Methodology
- Data sources