Plan5500

Fairview, 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, Fairview, TX has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $4,781,166 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Fairview

  • 6 loaded plans hold $4.8M in reported assets across 5 sponsors.
  • The largest, Burgess Construction Consultants, Inc. 401(K) Plan, holds 89% of reported Fairview plan assets.
  • Plans cover 380 participants — about 63 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.8MSummed across loaded plans$4,781,166
Total reported assets$4.8M$4,781,166
Total reported participants380
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.8M total assets
Net assets$4.8MLiabilities$0
Contributions & income
Employer contributions$339.4K
Participant contributions$648.7K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$415.7K
Total expenses$455.4K
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation1 / 6 (17%)

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

Fairview market comparison

Largest plan share of assets89%Burgess Construction Consultants, Inc. 401(K) Plan
Participants per plan63Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Fairview

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

  1. 1
    Burgess Construction Consultants, Inc. 401(K) Plan$4.2M
    Burgess Construction Consultants, Inc. · 2023
  2. 2
    Edhas Ventures Inc. Retirement Plan$280.6K
    Edhas Ventures Inc. · 2023
  3. 3
    Kyros Holdings, Inc. 401(K) Plan$206.7K
    Kyros Holdings, Inc. · 2023
  4. 4
    Bbyw Corp 401(K) Plan$55.5K
    Bbyw Corp. · 2023
  5. 5
    Kennedy Group Capital, Inc. 401k Profit Sharing Plan$0
    Kennedy Group Capital, Inc. · 2023
  6. 6
    Burgess Construction Consultants Inc. Welfare Benefit Plannot reported in the loaded dataset
    Burgess Construction Consultants, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Fairview, TX?
6 plan(s) reported by 5 sponsor(s) are loaded for Fairview, TX.

Related Form 5500 pages