Plan5500

Lake Dallas, 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, Lake Dallas, TX has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $132,609 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Lake Dallas

  • 2 loaded plans hold $132.6K in reported assets across 2 sponsors.
  • The largest, Stride Strategic Group Ltd. Retirement Plan, holds 100% of reported Lake Dallas plan assets.
  • Plans cover 102 participants — about 51 per plan.
  • 50% 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$132.6KSummed across loaded plans$132,609
Total reported assets$132.6K$132,609
Total reported participants102
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$132.6K total assets
Net assets$132.6KLiabilities—
Contributions & income
Employer contributions$1K
Participant contributionsNot reported
Total income / additions$2.6K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$2.6K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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

Lake Dallas market comparison

Largest plan share of assets100%Stride Strategic Group Ltd. Retirement Plan
Participants per plan51Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Lake Dallas

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

  1. 1
    Stride Strategic Group Ltd. Retirement Plan$132.6K
    Stride Strategic Group Ltd. · 2023
  2. 2
    Djv Foods, LLC Accident Protection Plannot reported in the loaded dataset
    Djv Foods, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lake Dallas, TX?
2 plan(s) reported by 2 sponsor(s) are loaded for Lake Dallas, TX.

Related Form 5500 pages