Plan5500

Dallas, 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, Dallas, TX has 1,819 loaded benefit plan(s) reported by 1,205 plan sponsor(s), with $338,934,540,961 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1,819
Plan sponsors
1,205
Latest filing year
2023

What stands out in Dallas

  • 1,819 loaded plans hold $338.9B in reported assets across 1,205 sponsors.
  • The largest, At&T Retirement Savings Plan, holds 12% of reported Dallas plan assets.
  • Plans cover 4,501,167 participants — about 2,475 per plan.
  • 59% of loaded plans report full Schedule H/I financial statements.
  • 37% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$334.5BSummed across loaded plans$334,482,913,770
Total reported assets$338.9B$338,934,540,961
Total reported participants4.5M4,501,167
Total reported liabilities$4.4B$4,379,756,123

Reported net position

Reported assets = net assets + liabilities (summed)$338.9B total assets
Net assets$334.5BLiabilities$4.4B
Contributions & income
Employer contributions$6.7B
Participant contributions$7.5B
Total income / additions$55.8B
Expenses & distributions
Benefits paid / distributions$35.9B
Total expenses$36.5B
Net increase / (decrease)$19.3B

Data coverage

Plans with financial statements1,077 / 1,819 (59%)
Plans with provider compensation678 / 1,819 (37%)

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

Dallas market comparison

Largest plan share of assets12%At&T Retirement Savings Plan
Participants per plan2,475Average across loaded plans
Plan sponsors1,205
Ranked by reported assets

Largest loaded plans in Dallas

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

  1. 1
    At&T Retirement Savings Plan$40B
    At&T Inc. · 2023
  2. 2
    At&T Savings Plan Master Trust$39.5B
    At&T Inc. · 2023
  3. 3
    Sbc Master Pension Trust$32.9B
    At&T Inc. · 2023
  4. 4
    At&T Pension Benefit Plan$30B
    At&T Inc. · 2023
  5. 5
    Sammons Enterprises, Inc. Employee Stock Ownership Plan$21.2B
    Sammons Corporation · 2023
  6. 6
    At&T Savings Group Investment Trust$12.1B
    At&T Inc. · 2023
  7. 7
    Southwest Airlines Co. 401k Plan$9.9B
    Southwest Airlines Co. · 2023
  8. 8
    Southwest Airlines Pilots Retirement Savings Plan$9.1B
    Southwest Airlines Company · 2023
  9. 9
    Texas Instruments Incorporated Defined Contribution Plan Master Trust$8.2B
    Texas Instruments Incorporated · 2023
  10. 10
    Tenet Healthcare Corporation 401(K) Retirement Savings Plan$8B
    Tenet Healthcare Corporation · 2023
  11. 11
    Ti Contribution And 401(K) Savings Plan$7.2B
    Texas Instruments Incorporated · 2023
  12. 12
    Allstate 401(K) Savings Plan$6.8B
    The Allstate Corporation · 2023
  13. 13
    Aecom Retirement & Savings Plan$6.2B
    Aecom · 2023
  14. 14
    Jacobs 401(K) Plus Savings Plan$5.8B
    Jacobs Engineering Group Inc. · 2023
  15. 15
    Southwest Airlines Co. Profitsharing Plan$5.8B
    Southwest Airlines Co. · 2023
  16. 16
    Allstate Retirement Plan$4.3B
    The Allstate Corporation · 2023
  17. 17
    Baylor Scott & White Health Retirement Savings Plan$4.1B
    Baylor Scott & White Holdings · 2023
  18. 18
    Cbre 401(K) Plan$3.7B
    Cbre Services, Inc. · 2023
  19. 19
    Aecom Dc Retirement Plans Vanguard Master Trust$3.1B
    Aecom · 2023
  20. 20
    Comerica Incorporated Retirement Income Account Plan$2.7B
    Comerica Incorporated · 2023
  21. 21
    U.S. Anesthesia Partners, Inc. 401(K) Plan$2.4B
    U.S. Anesthesia Partners, Inc · 2023
  22. 22
    Bellsouth Savings And Security Plan$2.3B
    Bellsouth, LLC · 2023
  23. 23
    Jacobs Technology Inc. Employees' Savings Plan$2.1B
    Jacobs Technology, Inc. · 2023
  24. 24
    At&T Savings And Security Plan$2.1B
    At&T Inc. · 2023
  25. 25
    Oncor Retirement Plan$1.9B
    Oncor Electric Delivery Company LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Dallas, TX?
1,819 plan(s) reported by 1,205 sponsor(s) are loaded for Dallas, TX.

Related Form 5500 pages