Plan5500

Carrollton, 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, Carrollton, TX has 152 loaded benefit plan(s) reported by 104 plan sponsor(s), with $1,039,718,171 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
152
Plan sponsors
104
Latest filing year
2023

What stands out in Carrollton

  • 152 loaded plans hold $1B in reported assets across 104 sponsors.
  • The largest, Aventiv Technologies 401(K) Savings Plan, holds 11% of reported Carrollton plan assets.
  • Plans cover 56,759 participants — about 373 per plan.
  • 49% of loaded plans report full Schedule H/I financial statements.
  • 31% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$994.8MSummed across loaded plans$994,784,693
Total reported assets$1B$1,039,718,171
Total reported participants56.8K56,759
Total reported liabilities$48.7M$48,665,574

Reported net position

Reported assets = net assets + liabilities (summed)$1B total assets
Net assets$994.8MLiabilities$48.7M
Contributions & income
Employer contributions$28.3M
Participant contributions$86.8M
Total income / additions$287.8M
Expenses & distributions
Benefits paid / distributions$111.4M
Total expenses$115.5M
Net increase / (decrease)$172.2M

Data coverage

Plans with financial statements75 / 152 (49%)
Plans with provider compensation47 / 152 (31%)

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

Carrollton market comparison

Largest plan share of assets11%Aventiv Technologies 401(K) Savings Plan
Participants per plan373Average across loaded plans
Plan sponsors104
Ranked by reported assets

Largest loaded plans in Carrollton

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

  1. 1
    Aventiv Technologies 401(K) Savings Plan$112M
    Securus Technologies, LLC · 2023
  2. 2
    Mb2 Dental Solutions 401(K) Plan$103M
    Mb2 Dental Solutions · 2023
  3. 3
    G6 Hospitality LLC 401(K) Savings Plan$72.5M
    G6 Hospitality, LLC · 2023
  4. 4
    Tt Electronics 401(K) Retirement Plan$69.2M
    Tt Group Industries, Inc. · 2023
  5. 5
    Brandt 401(K) Retirement Plan$59.8M
    The Brandt Companies, LLC · 2023
  6. 6
    Humphrey & Associates, Inc. 401(K) Plan$44.3M
    Humphrey & Associates, Inc. · 2023
  7. 7
    Aer Mfg., Inc. Retirement Savings Plan And Trust$42.4M
    Aer Manufacturing, L.P. · 2023
  8. 8
    Tellabs 401(K) Plan$36.6M
    Tellabs Access, LLC · 2023
  9. 9
    4front Engineered Solutions 401(K) Plan$36.4M
    4front Engineered Solutions, Inc. · 2023
  10. 10
    Duraserv Corp Retirement Savings Plan$28.4M
    Duraserv Corp · 2023
  11. 11
    Romco, Inc. Profit-Sharing Plan$27.7M
    Romco Equipment Company · 2023
  12. 12
    Concentric, LLC 401(K) Plan$26.2M
    Concentric LLC · 2023
  13. 13
    Venture Mechanical, Inc. 401(K) Plan$21.3M
    Venture Mechanical, Inc. · 2023
  14. 14
    Cantex Continuing Care Network Employees Savings Trust$20.2M
    Cantex Continuing Care Network, LLC · 2023
  15. 15
    Hotchkiss Insurance Managers, LLC 401(K) Plan$20.1M
    Hotchkiss Insurance Managers · 2023
  16. 16
    Pack Automotive Group 401(K) Plan$18.5M
    Pack Automotive Group · 2023
  17. 17
    Western Extrusions Retirement And Savings Plan$18.2M
    Western Extrusions Corporation · 2023
  18. 18
    Tidel Engineering, Lp 401(K) Plan$16.8M
    Tidel Engineering Lp · 2023
  19. 19
    Orthotexas 401(K) Plan$16.5M
    Orthotexas Physicians And Surgeons, Pllc · 2023
  20. 20
    Owen-Adams, Inc. Dba Overhead Door Company Of Dallas-Residential 401(K)$15.4M
    Owen-Adams Inc Dba Overhead Door Company · 2023
  21. 21
    Illes Food Ingredients 401(K) Plan$14.5M
    Illes Food Ingredients, Ltd. · 2023
  22. 22
    Act Acquisition, Inc. 401(K) Plan$13.7M
    Act Acquisition, Inc. · 2023
  23. 23
    Hugh M. Cunningham, Inc. Employees 401(K) Plan$13.6M
    Hugh M. Cunningham, Inc. · 2023
  24. 24
    G.E. Foodland Retirement Plan$12.5M
    G.E. Foodland, Inc. · 2023
  25. 25
    Ameriflex 401(K) Plan$12.2M
    Interflex Payments, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Carrollton, TX?
152 plan(s) reported by 104 sponsor(s) are loaded for Carrollton, TX.

Related Form 5500 pages