Bedford, 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, Bedford, TX has 27 loaded benefit plan(s) reported by 21 plan sponsor(s), with $110,915,751 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 27
- Plan sponsors
- 21
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $110,915,751
- Total reported liabilities (EOY)
- $7,658
- Total reported net assets (EOY)
- $110,908,093
Contributions & income
- Employer contributions
- $3,778,690
- Participant contributions
- $6,417,490
- Total income / additions
- $27,471,991
Expenses & distributions
- Benefits paid / distributions
- $10,276,117
- Total expenses
- $10,587,276
- Net increase / (decrease)
- $16,884,715
Coverage
- Total reported participants
- 8,880
- Plans with financial statements
- 12
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bedford, 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 |
|---|---|---|---|
| Carter Bloodcare Employee'S Savings Plan | Carter Bloodcare | $56,396,987 | 2023 |
| Fort Worth Community Credit Union Retirement Investment Plan | Fort Worth Community Credit Union | $34,109,629 | 2023 |
| Unleashed Brands 401(K) Plan | Uatp Management, LLC | $5,488,892 | 2023 |
| Texas Orthopedic Specialists, Pllc 401(K) Profit Sharing Plan | Texas Orthopedic Specialists, P.L.L C. | $4,151,327 | 2023 |
| Io Integration, Inc. Retirement Trust | Io Integration, Inc. | $3,636,545 | 2023 |
| Grubbs Auto Group Retirement Plan | Grubbs Nissan, LLC | $2,548,998 | 2023 |
| Wives Day Off Cleaning Services, Inc. Profit Sharing Plan | Wives Day Off Cleaning Services, Inc. | $1,670,327 | 2023 |
| Navigant Motor Group 401(K) Plan | Navigant Holdings, LLC | $1,618,451 | 2023 |
| Sola Senior Care, Inc. 401(K) Profit Sharing Plan | Sola Senior Care, Inc. | $580,573 | 2023 |
| Schoolcraft & Sons, Inc. Retirement Plan | Schoolcraft & Sons, Inc. | $315,000 | 2023 |
| We B Boatin', Inc. 401(K) Plan | We B Boatin,Inc. | $220,142 | 2023 |
| Calista Group Inc. Retirement Plan | Calista Group Inc. | $178,880 | 2023 |
| Lionheart Children'S Academy | Lionheart Children'S Academy | not reported in the loaded dataset | 2023 |
| Navigant Holdings Employee Benefit Plan | Navigant Holdings, Ll | not reported in the loaded dataset | 2023 |
| Fort Worth Community Credit Union Health And Welfare Benefit Plan | Fort Worth Community Credit Union | not reported in the loaded dataset | 2023 |
| Carter Bloodcare Welfare Benefit Plan | Carter Bloodcare | not reported in the loaded dataset | 2023 |
| Bailey And Galyen Attorneys At Law Employee Benefit Plan | Bailey And Galyen Attorneys At Law | not reported in the loaded dataset | 2023 |
| Dfw Rotec, Inc. Welfare Benefit Plan | Dfw Rotec, Inc. | not reported in the loaded dataset | 2023 |
| Apartment Life Health & Welfare Benefit Plan | Apartment Life, Inc. | not reported in the loaded dataset | 2023 |
| Cowtown Redi Mix Inc. Health And Welfare Benefits Plan | Cowtown Redi Mix Inc. | not reported in the loaded dataset | 2023 |
| Slp Operations Health Plans | Slp Operations, LLC | not reported in the loaded dataset | 2023 |
| Slp Operations Dental Plan | Slp Operations, LLC | not reported in the loaded dataset | 2023 |
| Slp Operations Life And Disability Plan | Slp Operations, LLC | not reported in the loaded dataset | 2023 |
| Supplemental Insurance Plan | Slp Operations, LLC | not reported in the loaded dataset | 2023 |
| Slp Operations Vision Plan | Slp Operations, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Bedford → · Bedford plans by participants → · Bedford plans with financial data → · Bedford plans with provider compensation → · $1B+ plans in Bedford →
Related Form 5500 pages
- All TX Form 5500 filings
- Carter Bloodcare Employee'S Savings Plan (plan 001)
- Carter Bloodcare — all reported plans
- Fort Worth Community Credit Union Retirement Investment Plan (plan 001)
- Fort Worth Community Credit Union — all reported plans
- Unleashed Brands 401(K) Plan (plan 001)
- Uatp Management, LLC — all reported plans
- Texas Orthopedic Specialists, Pllc 401(K) Profit Sharing Plan (plan 001)
- Texas Orthopedic Specialists, P.L.L C. — all reported plans
- Io Integration, Inc. Retirement Trust (plan 001)
- Io Integration, Inc. — all reported plans
- Grubbs Auto Group Retirement Plan (plan 001)
- Grubbs Nissan, LLC — all reported plans
- Wives Day Off Cleaning Services, Inc. Profit Sharing Plan (plan 001)
- Wives Day Off Cleaning Services, Inc. — all reported plans
- Navigant Motor Group 401(K) Plan (plan 001)
- Navigant Holdings, LLC — all reported plans
- Sola Senior Care, Inc. 401(K) Profit Sharing Plan (plan 001)
- Sola Senior Care, Inc. — all reported plans
- Schoolcraft & Sons, Inc. Retirement Plan (plan 001)
- Schoolcraft & Sons, Inc. — all reported plans
- We B Boatin', Inc. 401(K) Plan (plan 001)
- We B Boatin,Inc. — all reported plans
- Calista Group Inc. Retirement Plan (plan 001)
- Calista Group Inc. — all reported plans
- Lionheart Children'S Academy (plan 501)
- Lionheart Children'S Academy — all reported plans
- Navigant Holdings Employee Benefit Plan (plan 501)
- Navigant Holdings, Ll — all reported plans
- Fort Worth Community Credit Union Health And Welfare Benefit Plan (plan 501)
- Methodology
- Data sources