Plan5500

Houston, 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, Houston, TX has 3,416 loaded benefit plan(s) reported by 2,120 plan sponsor(s), with $312,599,770,252 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3,416
Plan sponsors
2,120
Latest filing year
2023

What stands out in Houston

  • 3,416 loaded plans hold $312.6B in reported assets across 2,120 sponsors.
  • The largest, Shell Pension Plan, holds 5% of reported Houston plan assets.
  • Plans cover 3,919,008 participants — about 1,147 per plan.
  • 61% of loaded plans report full Schedule H/I financial statements.
  • 37% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$311.3BSummed across loaded plans$311,337,810,622
Total reported assets$312.6B$312,599,770,252
Total reported participants3.9M3,919,008
Total reported liabilities$1.3B$1,252,853,233

Reported net position

Reported assets = net assets + liabilities (summed)$312.6B total assets
Net assets$311.3BLiabilities$1.3B
Contributions & income
Employer contributions$7.6B
Participant contributions$8.1B
Total income / additions$57B
Expenses & distributions
Benefits paid / distributions$24.2B
Total expenses$24.9B
Net increase / (decrease)$32.2B

Data coverage

Plans with financial statements2,075 / 3,416 (61%)
Plans with provider compensation1,251 / 3,416 (37%)

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

Houston market comparison

Largest plan share of assets5%Shell Pension Plan
Participants per plan1,147Average across loaded plans
Plan sponsors2,120
Ranked by reported assets

Largest loaded plans in Houston

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

  1. 1
    Shell Pension Plan$15.1B
    Shell Usa, Inc. · 2023
  2. 2
    Shell Provident Fund$10.7B
    Shell Usa, Inc. · 2023
  3. 3
    Bp Master Trust For Employee Savings Plans$8B
    Bp Corporation North America Inc. · 2023
  4. 4
    Bp Employee Savings Plan$7.7B
    Bp Corporation North America Inc. · 2023
  5. 5
    Phillips 66 Savings Plan$7.6B
    Phillips 66 Company · 2023
  6. 6
    Schlumberger Master Profit Sharing Trust$7B
    Schlumberger Limited · 2023
  7. 7
    Schlumberger Technology Corporation Savings And Profit Sharing Plan$6.8B
    Schlumberger Technology Corporation · 2023
  8. 8
    Conocophillips Savings Plan$6.8B
    Conocophillips Company · 2023
  9. 9
    Bp Retirement Accumulation Plan$5.5B
    Bp Corporation North America Inc. · 2023
  10. 10
    Bp Master Trust For Employee Pension Plans$5.5B
    Bp Corporation North America Inc. · 2023
  11. 11
    Sysco Corporation Employees' 401(K) Plan$4.6B
    Sysco Corporation · 2023
  12. 12
    Halliburton Retirement And Savings Plan$4.2B
    Halliburton Company · 2023
  13. 13
    Schlumberger Master Pension Trust$3.9B
    Schlumberger Limited · 2023
  14. 14
    Baker Hughes Company 401(K) Plan$3.7B
    Baker Hughes Holdings LLC · 2023
  15. 15
    Waste Management Retirement Savings Plan$3.7B
    Waste Management, Inc. · 2023
  16. 16
    Kbr Master Trust$3.6B
    Kellogg Brown & Root LLC · 2023
  17. 17
    Schlumberger Technology Corporation Pension Plan$3.6B
    Schlumberger Technology Corporation · 2023
  18. 18
    The Continental Retirement Plan$3.5B
    United Airlines, Inc. · 2023
  19. 19
    Continental Airlines, Inc. Pension Master Trust$3.5B
    United Airlines, Inc. · 2023
  20. 20
    Occidental Petroleum Corporation Savings Plan$3.3B
    Occidental Petroleum Corporation · 2023
  21. 21
    Oxy Combined Retirement And Savings$3.1B
    Occidental Petroleum Corp Defined Contribution Pl Master Agreement · 2023
  22. 22
    Memorial Hermann Health System Employees' Retirement Savings Plan$2.8B
    Memorial Hermann Health System · 2023
  23. 23
    Aramco U.S. Savings Plan$2.7B
    Aramco Shared Benefits Company · 2023
  24. 24
    Sysco Corporation Retirement Plan$2.7B
    Sysco Corporation · 2023
  25. 25
    Kinder Morgan Savings Plan$2.7B
    Kinder Morgan, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Houston, TX?
3,416 plan(s) reported by 2,120 sponsor(s) are loaded for Houston, TX.

Related Form 5500 pages