Plan5500

Little Elm, 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, Little Elm, TX has 10 loaded benefit plan(s) reported by 10 plan sponsor(s), with $10,819,365 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
10
Latest filing year
2023

What stands out in Little Elm

  • 10 loaded plans hold $10.8M in reported assets across 10 sponsors.
  • The largest, Retractable Technologies, Inc. 401k Plan, holds 73% of reported Little Elm plan assets.
  • Plans cover 277 participants — about 28 per plan.
  • 100% 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$10.8MSummed across loaded plans$10,819,365
Total reported assets$10.8M$10,819,365
Total reported participants277
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.8M total assets
Net assets$10.8MLiabilities$0
Contributions & income
Employer contributions$316.6K
Participant contributions$698.4K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$558K
Total expenses$642K
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements10 / 10 (100%)
Plans with provider compensation1 / 10 (10%)

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

Little Elm market comparison

Largest plan share of assets73%Retractable Technologies, Inc. 401k Plan
Participants per plan28Average across loaded plans
Plan sponsors10
Ranked by reported assets

Largest loaded plans in Little Elm

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

  1. 1
    Retractable Technologies, Inc. 401k Plan$7.9M
    Retractable Technologies, Inc · 2023
  2. 2
    Pt Sperone 401k$1.2M
    Pt Sperone Holdings Inc. · 2023
  3. 3
    Metroplex Pet Services, Inc. Retirement Plan$728.6K
    Metroplex Pet Services, Inc. · 2023
  4. 4
    Jtbj Holdings Inc. Retirement Plan$529.2K
    Jtbj Holdings Inc. · 2023
  5. 5
    Texas Pride Home Solutions, Inc. 401(K) Profit Sharing Plan$300.4K
    Texas Pride Home Solutions, Inc. · 2023
  6. 6
    Vendology, Inc. 401(K) Profit Sharing Plan$164.9K
    Vendology, Inc. · 2023
  7. 7
    Dollicious Treats, Inc. 401(K) Plan$27.8K
    Dollicious Treats, Inc. · 2023
  8. 8
    Bmt Enterprises, Inc. 401(K) Plan$0
    Bmt Enterprises, Inc. · 2023
  9. 9
    Jak 401k Trust$0
    Adkins Acquisitions, Inc. · 2023
  10. 10
    Employee Health Plan Of C3m Enterprises, Inc.not reported in the loaded dataset
    C3m Enterprises, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages