Fort Worth, 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, Fort Worth, TX has 649 loaded benefit plan(s) reported by 447 plan sponsor(s), with $110,003,293,440 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
649
Plan sponsors
447
Latest filing year
2023

What stands out in Fort Worth

  • 649 loaded plans hold $110B in reported assets across 447 sponsors.
  • The largest, Master Trust For Dc Plans Of American Airlines, Inc. And Affiliates, holds 23% of reported Fort Worth plan assets.
  • Plans cover 1,106,936 participants — about 1,706 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 34% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$109.1BSummed across loaded plans$109,119,043,901
Total reported assets$110B$110,003,293,440
Total reported participants1.1M1,106,936
Total reported liabilities$884.1M$884,107,681

Reported net position

Reported assets = net assets + liabilities (summed)$110B total assets
Net assets$109.1BLiabilities$884.1M
Contributions & income
Employer contributions$1.7B
Participant contributions$1.9B
Total income / additions$18.8B
Expenses & distributions
Benefits paid / distributions$5.2B
Total expenses$5.5B
Net increase / (decrease)$13.3B

Data coverage

Plans with financial statements391 / 649 (60%)
Plans with provider compensation223 / 649 (34%)

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

Fort Worth market comparison

Largest plan share of assets23%Master Trust For Dc Plans Of American Airlines, Inc. And Affiliates
Participants per plan1,706Average across loaded plans
Plan sponsors447
Ranked by reported assets

Largest loaded plans in Fort Worth

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

  1. 1
    American Airlines, Inc. - Retirement · 2023
  2. 2
    American Airlines, Inc. - Retirement · 2023
  3. 3
    American Airlines, Inc. - Retirement · 2023
  4. 4
    American Airlines, Inc. - Retirement · 2023
  5. 5
    Burlington Northern Santa Fe LLC/Bnsf Railway Company · 2023
  6. 6
  7. 7
  8. 8
    Alcon Vision, LLC · 2023
  9. 9
  10. 10
    American Airlines, Inc. - Retirement · 2023
  11. 11
    Alcon Vision, LLC · 2023
  12. 12
    Burlington Northern Santa Fe, LLC · 2023
  13. 13
  14. 14
    Burlington Northern Santa Fe, LLC · 2023
  15. 15
    Alcon Vision, LLC · 2023
  16. 16
    General Motors Financial Company, Inc · 2023
  17. 17
    Cook Childrens Health Care System · 2023
  18. 18
    Cook Children'S Health Care System · 2023
  19. 19
  20. 20
    Ben E. Keith Company · 2023
  21. 21
    Omnicell, Inc. · 2023
  22. 22
    Elbit Systems Of America, LLC · 2023
  23. 23
    Tti, Inc. · 2023
  24. 24
    Tpg Global, LLC · 2023
  25. 25
    Bepco, L.P. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Fort Worth, TX?
649 plan(s) reported by 447 sponsor(s) are loaded for Fort Worth, TX.

Related Form 5500 pages