Forth 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, Forth Worth, TX has 9 loaded benefit plan(s) reported by 9 plan sponsor(s), with $13,540,879 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $13,540,879
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $13,540,879
Contributions & income
- Employer contributions
- $605,684
- Participant contributions
- $1,155,837
- Total income / additions
- $2,973,560
Expenses & distributions
- Benefits paid / distributions
- $1,117,097
- Total expenses
- $1,171,802
- Net increase / (decrease)
- $1,801,758
Coverage
- Total reported participants
- 1,710
- Plans with financial statements
- 6
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Forth 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Xpressdocs Partners, Limited 401(K) Plan | Xpressdocs Partners, Limited | $7,784,347 | 2023 |
| Tex-Air Parts, Inc. 401(K) Plan | Tex-Air Parts, Inc. | $3,399,807 | 2023 |
| Oreo Investments, Inc. 401(K) Plan | Oreo Investments, Inc. | $823,222 | 2023 |
| Neogo Inc. Retirement Plan | Neogo Inc. | $788,612 | 2023 |
| Eem Enterprises, Inc. 401(K) Plan | Eem Enterprises, Inc. | $703,131 | 2023 |
| Hannick, Inc. 401k Profit Sharing Plan | Hannick, Inc. | $41,760 | 2023 |
| Wl Plastics Corporation | Wl Plastics Corporation | not reported in the loaded dataset | 2023 |
| Presbyterian Night Shelter Of Tarrant County Employee Benefits Plan | Presbyterian Night Shelter | not reported in the loaded dataset | 2023 |
| Rodeo Non-Clinical Health And Welfare Plan | Rox Central Services Dba Rodeo Dental | not reported in the loaded dataset | 2023 |
Largest plans in Forth Worth → · Forth Worth plans by participants → · Forth Worth plans with financial data → · Forth Worth plans with provider compensation → · $1B+ plans in Forth Worth →
Related Form 5500 pages
- All TX Form 5500 filings
- Xpressdocs Partners, Limited 401(K) Plan (plan 001)
- Xpressdocs Partners, Limited — all reported plans
- Tex-Air Parts, Inc. 401(K) Plan (plan 001)
- Tex-Air Parts, Inc. — all reported plans
- Oreo Investments, Inc. 401(K) Plan (plan 001)
- Oreo Investments, Inc. — all reported plans
- Neogo Inc. Retirement Plan (plan 001)
- Neogo Inc. — all reported plans
- Eem Enterprises, Inc. 401(K) Plan (plan 001)
- Eem Enterprises, Inc. — all reported plans
- Hannick, Inc. 401k Profit Sharing Plan (plan 001)
- Hannick, Inc. — all reported plans
- Wl Plastics Corporation (plan 501)
- Wl Plastics Corporation — all reported plans
- Presbyterian Night Shelter Of Tarrant County Employee Benefits Plan (plan 501)
- Presbyterian Night Shelter — all reported plans
- Rodeo Non-Clinical Health And Welfare Plan (plan 501)
- Rox Central Services Dba Rodeo Dental — all reported plans
- Methodology
- Data sources