Plan5500

Lockhart, 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, Lockhart, TX has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $7,636,700 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
6
Latest filing year
2023

What stands out in Lockhart

  • 7 loaded plans hold $7.6M in reported assets across 6 sponsors.
  • The largest, Dormae Products Inc 401(K) Profit Sharing Plan & Trust, holds 93% of reported Lockhart plan assets.
  • Plans cover 842 participants — about 120 per plan.
  • 71% 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$7.6MSummed across loaded plans$7,636,700
Total reported assets$7.6M$7,636,700
Total reported participants842
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.6M total assets
Net assets$7.6MLiabilities$0
Contributions & income
Employer contributions$251.4K
Participant contributions$510.3K
Total income / additions$1.8M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.6M
Net increase / (decrease)$179.7K

Data coverage

Plans with financial statements5 / 7 (71%)
Plans with provider compensation0 / 7 ()

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

Lockhart market comparison

Largest plan share of assets93%Dormae Products Inc 401(K) Profit Sharing Plan & Trust
Participants per plan120Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Lockhart

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

  1. 1
    Dormae Products Inc 401(K) Profit Sharing Plan & Trust$7.1M
    Dormae Products Inc · 2023
  2. 2
    Epilogue Ventures Incorporated Retirement Plan$399K
    Epilogue Ventures Incorporated · 2023
  3. 3
    Wildan Holdings, Inc. 401(K) Plan$85.4K
    Wildan Holdings, Inc. · 2023
  4. 4
    Kar Allocation Resources, Inc. Retirement Plan$28.5K
    Kar Allocation Resources, Inc. · 2023
  5. 5
    Tres Perros, Inc 401(K) Plan$9.2K
    Tres Perros, Inc · 2023
  6. 6
    Dormae Products, Inc.not reported in the loaded dataset
    Dormae Products, Inc. Serta Lockhart · 2023
  7. 7
    Pegasus Schools, Inc. Employee Benefits Plannot reported in the loaded dataset
    Pegasus Schools, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lockhart, TX?
7 plan(s) reported by 6 sponsor(s) are loaded for Lockhart, TX.

Related Form 5500 pages