Plan5500

Fair Oaks Ranch, 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, Fair Oaks Ranch, TX has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,675,478 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Fair Oaks Ranch

  • 2 loaded plans hold $1.7M in reported assets across 2 sponsors.
  • The largest, Act/Ahr 401(K) Plan, holds 94% of reported Fair Oaks Ranch plan assets.
  • Plans cover 38 participants — about 19 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.7MSummed across loaded plans$1,675,478
Total reported assets$1.7M$1,675,478
Total reported participants38
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.7M total assets
Net assets$1.7MLiabilities$0
Contributions & income
Employer contributions$46.9K
Participant contributions$88.1K
Total income / additions$261.2K
Expenses & distributions
Benefits paid / distributions$5.1K
Total expenses$8.3K
Net increase / (decrease)$252.9K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fair Oaks Ranch, 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

Fair Oaks Ranch market comparison

Largest plan share of assets94%Act/Ahr 401(K) Plan
Participants per plan19Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Fair Oaks Ranch

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

  1. 1
    Act/Ahr 401(K) Plan$1.6M
    Heat Transfer Technology, Inc. · 2023
  2. 2
    Satx Dumpsters, Inc. 401(K) Profit Sharing Plan$103K
    Satx Dumpsters, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Fair Oaks Ranch, TX?
2 plan(s) reported by 2 sponsor(s) are loaded for Fair Oaks Ranch, TX.

Related Form 5500 pages