Katy, 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, Katy, TX has 160 loaded benefit plan(s) reported by 138 plan sponsor(s), with $1,289,323,358 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 160
- Plan sponsors
- 138
- Latest filing year
- 2023
What stands out in Katy
- 160 loaded plans hold $1.3B in reported assets across 138 sponsors.
- The largest, Dnv Gl Usa, Inc. 401(K) Plan, holds 35% of reported Katy plan assets.
- Plans cover 72,113 participants — about 451 per plan.
- 76% of loaded plans report full Schedule H/I financial statements.
- 13% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Katy, 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.
Katy market comparison
Largest loaded plans in Katy
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
- 11
- 12
- 13Shannon, Martin, Finkelstein, Alvarado & Dunne Pc · 2023
- 14Kobelco Construction Machinery Usa, Inc. · 2023
- 15
- 16
- 17
- 18The American Cornerstone Health Services Inc. · 2023
- 19
- 20
- 21
- 22
- 23
- 24
- 25Roscoe T. Foust Iv, Dds, Pllc Dba Wisdom Partner Dds, Pllc · 2023
Largest plans in Katy → · Katy plans by participants → · Katy plans with financial data → · Katy plans with provider compensation → · $1B+ plans in Katy →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Katy, TX?
- 160 plan(s) reported by 138 sponsor(s) are loaded for Katy, TX.
Related Form 5500 pages
- All TX Form 5500 filings
- Dnv Gl Usa, Inc. 401(K) Plan (plan 002)
- Dnv Gl Usa, Inc. — all reported plans
- Academy, Ltd. 401(K) Profit Sharing Plan (plan 001)
- Academy Sports & Outdoors — all reported plans
- U.S. Silica Retirement Savings Plan (plan 029)
- U.S. Silica Company — all reported plans
- U.S. Silica Company Retirement Plan (plan 028)
- Igloo Products Corp. Employees' 401(K) Plan (plan 305)
- Igloo Products Corp. — all reported plans
- Tsrc Specialty Materials 401(K) Retirement Plan (plan 001)
- Tsrc Specialty Materials LLC — all reported plans
- Nea 401(K) Savings Plan (plan 001)
- Neuman & Esser Usa, Inc. — all reported plans
- Newmark Homes 401(K) Plan (plan 001)
- Newmark Homes Houston, LLC — all reported plans
- Percheron, LLC 401(K) Profit Sharing Plan (plan 001)
- Percheron Holdings, LLC — all reported plans
- Pointsmith 401k Profit Sharing Plan And Trust (plan 001)
- Pointsmith Holding Company, Inc. — all reported plans
- Mayekawa Usa, Inc. 401(K) Savings Plan (plan 001)
- Mayekawa Usa, Inc. — all reported plans
- Don Mcgill Toyota 401(K) Plan (plan 002)
- Don Mcgill Of West Houston, Ltd. — all reported plans
- Shannon, Martin, Finkelstein, Alvarado & Dunne, P.C. 401(K) Ps Plan (plan 001)
- Shannon, Martin, Finkelstein, Alvarado & Dunne Pc — all reported plans
- Kobelco Construction Machinery Usa, Inc. 401(K) Plan (plan 001)
- Kobelco Construction Machinery Usa, Inc. — all reported plans
- Holiday World Retirement Savings Plan (plan 002)
- Holiday World Of Houston, Lp — all reported plans
- Methodology
- Data sources