Lewisville, 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, Lewisville, TX has 105 loaded benefit plan(s) reported by 73 plan sponsor(s), with $1,981,934,481 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 105
- Plan sponsors
- 73
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,981,934,481
- Total reported liabilities (EOY)
- $1,511,202
- Total reported net assets (EOY)
- $1,980,423,279
Contributions & income
- Employer contributions
- $64,391,032
- Participant contributions
- $181,763,418
- Total income / additions
- $564,509,991
Expenses & distributions
- Benefits paid / distributions
- $162,116,601
- Total expenses
- $168,074,761
- Net increase / (decrease)
- $396,435,230
Coverage
- Total reported participants
- 159,663
- Plans with financial statements
- 61
- Plans with provider compensation
- 31
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lewisville, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Caliber Holdings Corporation Retirement Savings Plan | Wand Newco 3, Inc. | $695,237,495 | 2023 |
| Overhead Door Corporation Retirement Savings Plan | Overhead Door Corporation | $258,003,836 | 2023 |
| The W. I. S. International 401(K) Savings Plan | Retail Services Wis Corporation | $241,273,548 | 2023 |
| American Legend Services, Inc. Employee Stock Ownership Plan | American Legend Services, Inc. | $108,281,400 | 2023 |
| Orthofix 401(K) Retirement Plan | Orthofix Inc. | $95,042,064 | 2023 |
| Overhead Door Corporation Salaried Employees Pension Plan | Overhead Door Corporation | $77,106,793 | 2023 |
| Vinson Process Controls 401(K) Plan | Vinson Process Controls Company, L.P. | $62,369,540 | 2023 |
| Prime Controls, L.P. 401(K) Profit Sharing Plan | Prime Controls, L.P. | $54,766,505 | 2023 |
| Southwest Solutions Group, Inc. Employee Stock Ownership Plan | Southwest Solutions Group, Inc. | $44,870,236 | 2023 |
| Baymark Health Services, Inc. Retirement Savings Plan | Baymark Health Services, Inc. | $38,219,175 | 2023 |
| Rlj-Mclarty-Landers Automotive Holdings, LLC 401(K) Plan | Rlj Mclarty Landers Automotive, LLC | $35,043,087 | 2023 |
| Allegiance Trucks 401(K) Profit Sharing Plan And Trust | Allegiance Trucks North America, LLC | $34,377,730 | 2023 |
| American Messaging Savings Plan | American Messaging Services, LLC | $22,525,618 | 2023 |
| American Legend Services 401k Plan | American Legend Services, Inc. | $21,914,314 | 2023 |
| Stonegate Senior Living, Lp 401(K) Plan | Stonegate Senior Living, Lp | $19,886,926 | 2023 |
| Overhead Door Corporation Retirement Plan For Hourly Employees | Overhead Door Corporation | $18,935,094 | 2023 |
| The Apparel Group, Ltd. Employee Savings And Protection Plan | The Apparel Group, Ltd | $18,098,384 | 2023 |
| Flooring Services 401(K) Plan | Flooring Services, LLC | $11,746,653 | 2023 |
| Everge Group, LLC 401k Plan | Everge Group, LLC | $11,538,328 | 2023 |
| Mortgage Contracting Services 401(K) Plan | Mortgage Contracting Services, LLC | $11,035,171 | 2023 |
| Vira Insight, LLC 401(K) Plan | Vira Insight, LLC | $10,885,561 | 2023 |
| Ne Construction Llp 401(K) Profit Sharing Plan & Trust | Ne Construction Llp | $8,500,480 | 2023 |
| Universal Display & Fixtures Company 401(K) Retirement And Profit Sharing Plan | Universal Display & Fixtures Company | $7,769,074 | 2023 |
| Kmm Retirement Plan | Kmm Telecommunications | $7,681,721 | 2023 |
| Dynagrid Construction Group LLC 401(K) Profit Sharing Plan And Trust | Dynagrid Construction Group LLC | $7,319,416 | 2023 |
Largest plans in Lewisville → · Lewisville plans by participants → · Lewisville plans with financial data → · Lewisville plans with provider compensation → · $1B+ plans in Lewisville →
Related Form 5500 pages
- All TX Form 5500 filings
- Caliber Holdings Corporation Retirement Savings Plan (plan 001)
- Wand Newco 3, Inc. — all reported plans
- Overhead Door Corporation Retirement Savings Plan (plan 022)
- Overhead Door Corporation — all reported plans
- The W. I. S. International 401(K) Savings Plan (plan 001)
- Retail Services Wis Corporation — all reported plans
- American Legend Services, Inc. Employee Stock Ownership Plan (plan 002)
- American Legend Services, Inc. — all reported plans
- Orthofix 401(K) Retirement Plan (plan 001)
- Orthofix Inc. — all reported plans
- Overhead Door Corporation Salaried Employees Pension Plan (plan 001)
- Vinson Process Controls 401(K) Plan (plan 001)
- Vinson Process Controls Company, L.P. — all reported plans
- Prime Controls, L.P. 401(K) Profit Sharing Plan (plan 001)
- Prime Controls, L.P. — all reported plans
- Southwest Solutions Group, Inc. Employee Stock Ownership Plan (plan 002)
- Southwest Solutions Group, Inc. — all reported plans
- Baymark Health Services, Inc. Retirement Savings Plan (plan 001)
- Baymark Health Services, Inc. — all reported plans
- Rlj-Mclarty-Landers Automotive Holdings, LLC 401(K) Plan (plan 001)
- Rlj Mclarty Landers Automotive, LLC — all reported plans
- Allegiance Trucks 401(K) Profit Sharing Plan And Trust (plan 002)
- Allegiance Trucks North America, LLC — all reported plans
- American Messaging Savings Plan (plan 001)
- American Messaging Services, LLC — all reported plans
- American Legend Services 401k Plan (plan 001)
- Stonegate Senior Living, Lp 401(K) Plan (plan 001)
- Stonegate Senior Living, Lp — all reported plans
- Methodology
- Data sources