Plan5500

Austin, 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, Austin, TX has 1,242 loaded benefit plan(s) reported by 881 plan sponsor(s), with $41,391,572,678 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1,242
Plan sponsors
881
Latest filing year
2023

What stands out in Austin

  • 1,242 loaded plans hold $41.4B in reported assets across 881 sponsors.
  • The largest, Hp Inc. 401(K) Plan, holds 23% of reported Austin plan assets.
  • Plans cover 1,112,189 participants — about 895 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$41BSummed across loaded plans$41,008,304,097
Total reported assets$41.4B$41,391,572,678
Total reported participants1.1M1,112,189
Total reported liabilities$457.3M$457,277,316

Reported net position

Reported assets = net assets + liabilities (summed)$41.4B total assets
Net assets$41BLiabilities$457.3M
Contributions & income
Employer contributions$997.1M
Participant contributions$2.3B
Total income / additions$10.2B
Expenses & distributions
Benefits paid / distributions$3.5B
Total expenses$3.6B
Net increase / (decrease)$6.6B

Data coverage

Plans with financial statements745 / 1,242 (60%)
Plans with provider compensation411 / 1,242 (33%)

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

Austin market comparison

Largest plan share of assets23%Hp Inc. 401(K) Plan
Participants per plan895Average across loaded plans
Plan sponsors881
Ranked by reported assets

Largest loaded plans in Austin

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

  1. 1
    Hp Inc. 401(K) Plan$9.7B
    Hp Inc. · 2023
  2. 2
    Nxp 401(K) Retirement Plan$3.5B
    Nxp Usa, Inc. · 2023
  3. 3
    Advanced Micro Devices, Inc. Retirement Savings Plan$2.5B
    Advanced Micro Devices, Inc. · 2023
  4. 4
    Whole Foods Market Growing Your Future 401(K) Plan$2.1B
    Whole Foods Market, Inc. · 2023
  5. 5
    Tesla, Inc. 401(K) Plan$1.9B
    Tesla, Inc. · 2023
  6. 6
    Contractors Retirement Plan Master Trust$1.5B
    Fringe Benefit Group, Inc. · 2023
  7. 7
    Flex 401(K) Plan$1.1B
    Flextronics International Usa, Inc. · 2023
  8. 8
    Dfa Group Trust The Small Cap Subtrust$899.5M
    Dfa Group Trust · 2023
  9. 9
    Texas Hospital Association Retirement Master Trust For Member Hospitals$785.4M
    Successor Trustees Of The Tx Hosp. Ass. Ret. Plan For Mem. Hosp. · 2023
  10. 10
    National Instruments 401(K) Plan$734.3M
    National Instruments Corporation · 2023
  11. 11
    Cdk Global 401(K)Plan$704.5M
    Cdk Global Ii LLC · 2023
  12. 12
    Dfa Group Trust The Small Cap Value Subtrust$657.5M
    Dfa Group Trust · 2023
  13. 13
    Hanger, Inc. 401(K) Savings Plan$601.2M
    Hanger, Inc. · 2023
  14. 14
    Tokyo Electron Retirement Plan$552.7M
    Tokyo Electron Us Holdings, Inc. · 2023
  15. 15
    Epicor Software 401(K) Savings Plan$540M
    Epicor Software Corporation · 2023
  16. 16
    Sonic Healthcare Usa Savings Plan$521.3M
    Sonic Healthcare Usa, Inc. · 2023
  17. 17
    Arm, Inc. 401(K) Savings Plan$429.4M
    Arm, Inc. · 2023
  18. 18
    Dimensional Fund Advisors Deferred Compensation And Profit Sharing Plan$385.6M
    Dimensional Investment LLC · 2023
  19. 19
    Cms Savings Plan And Trust$367.5M
    Covenant Management Systems, Lp · 2023
  20. 20
    Cirrus Logic, Inc. 401(K) Profit Sharing Plan$312.9M
    Cirrus Logic, Inc. · 2023
  21. 21
    Wilsonart Savings & Investment Plan$305.4M
    Wilsonart LLC · 2023
  22. 22
    Texas Mutual Insurance Company Retirement Savings Plan$290.6M
    Texas Mutual Insurance Company · 2023
  23. 23
    Diasorin 401(K) Plan$273.1M
    Diasorin Inc. · 2023
  24. 24
    Silicon Laboratories Inc. 401(K) Plan$236.7M
    Silicon Laboratories Inc. · 2023
  25. 25
    Atlas Technical Consultants 401(K) Plan$226.9M
    Atlas Technical Consultants, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Austin, TX?
1,242 plan(s) reported by 881 sponsor(s) are loaded for Austin, TX.

Related Form 5500 pages