Plan5500

Heath, 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, Heath, TX has 8 loaded benefit plan(s) reported by 8 plan sponsor(s), with $1,767,116 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
8
Latest filing year
2023

What stands out in Heath

  • 8 loaded plans hold $1.8M in reported assets across 8 sponsors.
  • The largest, Melnbal Corp 401(K) Plan, holds 38% of reported Heath plan assets.
  • Plans cover 177 participants — about 22 per plan.
  • 88% 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$1.8MSummed across loaded plans$1,767,116
Total reported assets$1.8M$1,767,116
Total reported participants177
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.8M total assets
Net assets$1.8MLiabilities$0
Contributions & income
Employer contributions$362.7K
Participant contributions$0
Total income / additions$696.2K
Expenses & distributions
Benefits paid / distributions$322.1K
Total expenses$362.7K
Net increase / (decrease)$333.5K

Data coverage

Plans with financial statements7 / 8 (88%)
Plans with provider compensation0 / 8 ()

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

Heath market comparison

Largest plan share of assets38%Melnbal Corp 401(K) Plan
Participants per plan22Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Heath

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

  1. 1
    Melnbal Corp 401(K) Plan$680.2K
    Melnbal Corp · 2023
  2. 2
    Bofex Retirement Plan$540.1K
    Bofex, Inc. · 2023
  3. 3
    Vza Ventures, Inc. Retirement Plan$300K
    Vza Ventures, Inc. · 2023
  4. 4
    Nexjen Franchise Solutions Investment Plan$122.8K
    Nexjen Franchise Solutions Inc · 2023
  5. 5
    Krupp Diamond T&C Incorporated 401(K) Profit Sharing Plan$66.5K
    Krupp Diamond T&C Incorporated · 2023
  6. 6
    Ab Goldberg Enterprises Corporation 401(K) Plan$57.5K
    Ab Goldberg Enterprises Corporation · 2023
  7. 7
    Mindful Health Employee Benefit Plan Trust$0
    Mindful Health, Inc. · 2023
  8. 8
    Pci Enterprises Wrap Plannot reported in the loaded dataset
    Pci Enterprises · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Heath, TX?
8 plan(s) reported by 8 sponsor(s) are loaded for Heath, TX.

Related Form 5500 pages