Plan5500

Huntsville, 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, Huntsville, TX has 10 loaded benefit plan(s) reported by 9 plan sponsor(s), with $15,318,624 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
9
Latest filing year
2023

What stands out in Huntsville

  • 10 loaded plans hold $15.3M in reported assets across 9 sponsors.
  • The largest, Bayes Achievement Center 401(K) Profit Sharing Plan, holds 59% of reported Huntsville plan assets.
  • Plans cover 543 participants — about 54 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 10% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15.3MSummed across loaded plans$15,318,624
Total reported assets$15.3M$15,318,624
Total reported participants543
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$15.3M total assets
Net assets$15.3MLiabilities$0
Contributions & income
Employer contributions$400.2K
Participant contributions$337K
Total income / additions$3.7M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.1M
Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements8 / 10 (80%)
Plans with provider compensation1 / 10 (10%)

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

Huntsville market comparison

Largest plan share of assets59%Bayes Achievement Center 401(K) Profit Sharing Plan
Participants per plan54Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Huntsville

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

  1. 1
    Bayes Achievement Center 401(K) Profit Sharing Plan$9.1M
    Bayes Achievement Center · 2023
  2. 2
    Two Roses Salon 1, Inc. 401(K) Profit Sharing Plan$2.4M
    Two Roses Salon 1, Inc. · 2023
  3. 3
    Csm Iron Works, Inc. 401(K) Profit Sharing Plan$2.3M
    Csm Iron Works, Inc. · 2023
  4. 4
    Auto Parts Of Huntsville, Inc. 401(K) Plan$911.4K
    Auto Parts Of Huntsville, Inc. · 2023
  5. 5
    Iron Oak Interests, Inc. 401(K) Profit Sharing Plan$445.3K
    Iron Oak Interests, Inc. · 2023
  6. 6
    Jnp Affordable Plumbing Profit Sharing Plan$223.7K
    James Patterson · 2023
  7. 7
    Ebeth, Inc Retirement Plan$1K
    Ebeth, Inc · 2023
  8. 8
    Fraser Stanley-Jones 401(K) Plan$0
    Stonemark Designs, Inc. · 2023
  9. 9
    New Waverly Ventures, Ltd Wrap Plannot reported in the loaded dataset
    New Waverly Ventures, Ltd · 2023
  10. 10
    Bayes Achievement Center Health And Welfare Plannot reported in the loaded dataset
    Bayes Achievement Center, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Huntsville, TX?
10 plan(s) reported by 9 sponsor(s) are loaded for Huntsville, TX.

Related Form 5500 pages