Irving, 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, Irving, TX has 441 loaded benefit plan(s) reported by 274 plan sponsor(s), with $99,404,155,316 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
441
Plan sponsors
274
Latest filing year
2023

What stands out in Irving

  • 441 loaded plans hold $99.4B in reported assets across 274 sponsors.
  • The largest, Caterpillar 401(K) Savings Plan, holds 17% of reported Irving plan assets.
  • Plans cover 1,419,195 participants — about 3,218 per plan.
  • 56% of loaded plans report full Schedule H/I financial statements.
  • 42% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$99BSummed across loaded plans$98,951,700,506
Total reported assets$99.4B$99,404,155,316
Total reported participants1.4M1,419,195
Total reported liabilities$455.1M$455,123,418

Reported net position

Reported assets = net assets + liabilities (summed)$99.4B total assets
Net assets$99BLiabilities$455.1M
Contributions & income
Employer contributions$1.5B
Participant contributions$1.9B
Total income / additions$17.1B
Expenses & distributions
Benefits paid / distributions$5.6B
Total expenses$5.8B
Net increase / (decrease)$11.3B

Data coverage

Plans with financial statements247 / 441 (56%)
Plans with provider compensation184 / 441 (42%)

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

Irving market comparison

Largest plan share of assets17%Caterpillar 401(K) Savings Plan
Participants per plan3,218Average across loaded plans
Plan sponsors274
Ranked by reported assets

Largest loaded plans in Irving

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

  1. 1
    Caterpillar Inc. · 2023
  2. 2
    Caterpillar Inc. · 2023
  3. 3
    Caterpillar Inc. · 2023
  4. 4
    Caterpillar Inc. · 2023
  5. 5
  6. 6
  7. 7
    Fluor Corporation Master Retirement Trust (Dc) · 2023
  8. 8
  9. 9
    Celanese Americas LLC · 2023
  10. 10
    Nexstar Media Group, Inc. · 2023
  11. 11
    Vistra Operations Company LLC · 2023
  12. 12
  13. 13
    Commercial Metals Company · 2023
  14. 14
    Consolidated Electrical Distributors, Inc. · 2023
  15. 15
    Flowserve Corporation · 2023
  16. 16
    Vizient, Inc. · 2023
  17. 17
    Consolidated Electrical Distributors · 2023
  18. 18
    Celanese Americas LLC · 2023
  19. 19
    Hm Us Services, LLC · 2023
  20. 20
    Heidelberg Materials Us, Inc. · 2023
  21. 21
    Pioneer Natural Resources Usa, Inc. · 2023
  22. 22
    Atos · 2023
  23. 23
  24. 24
    Caterpillar Inc. · 2023
  25. 25
    Envoy Air Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Irving, TX?
441 plan(s) reported by 274 sponsor(s) are loaded for Irving, TX.

Related Form 5500 pages