Mckinney, 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, Mckinney, TX has 117 loaded benefit plan(s) reported by 99 plan sponsor(s), with $1,710,422,746 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
117
Plan sponsors
99
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,710,422,746
Total reported liabilities (EOY)
$242,151
Total reported net assets (EOY)
$1,712,959,649

Contributions & income

Employer contributions
$98,901,155
Participant contributions
$101,098,418
Total income / additions
$465,755,731

Expenses & distributions

Benefits paid / distributions
$156,881,569
Total expenses
$160,247,419
Net increase / (decrease)
$305,508,312

Coverage

Total reported participants
55,704
Plans with financial statements
89
Plans with provider compensation
27

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

Largest loaded plans in Mckinney, TX
PlanSponsorReported assets (EOY)Year
Globe Life Inc. Pension PlanGlobe Life Inc.$547,330,9322023
Srs Distribution Inc. 401(K) PlanSrs Distribution Inc.$465,154,7082023
Globe Life Inc. Savings And Investment PlanGlobe Life Inc.$251,882,1912023
Independent Financial 401(K) Profit Sharing PlanIndependent Bank$118,215,1032023
Encore Wire Corporation 401(K) Profit Sharing PlanEncore Wire Corporation$71,246,6312023
Traxxas, L.P. 401(K) PlanTraxxas, L.P.$30,660,6422023
American Income Life Insurance Company Exempt Employees 401(K) Profit Sharing PlanAmerican Income Life Insurance Company$22,861,2212023
Sfmc 401(K) PlanSfmc, Lp Dba Service First Mortgage Company$19,276,9392023
Pogue Construction Co., Lp 401(K) Profit Sharing PlanPogue Construction Co., Lp$15,723,6862023
Statlab 401(K) PlanSlmp, LLC$11,431,7962023
C-Koe Aluminum, Inc. Pension PlanSmith Exploration, Lp$10,483,8552023
Selerix Systems, Inc.Selerix Systems, Inc.$10,288,9562023
Api Retirement Savings PlanAg-Power$9,561,9412023
Rpm Xconstruction, LLC 401(K) PlanRpm Xconstruction LLC$8,363,6722023
Unmanned Systems Inc. 401(K) PlanUnmanned Systems Incorporated Dba Albers Aerospace$8,208,6172023
Abernathy, Roeder, Boyd & Hullett, P.C. 401(K) Profit Sharing Plan And TrustAbernathy, Roeder, Boyd & Hullett, P.C.$7,639,0342023
Air Conditioning Innovative Solutions 401(K) PlanAir Conditioning Innovative Solutions$7,545,9892023
Morrow Renewables, LLC 401(K) PlanMorrow Renewables, LLC$7,444,7432023
Air Conditioning Innovative Solutions 401(K) PlanAir Conditioning Innovative Solutions$7,285,0412023
Neuromonitoring Associates, Inc. 401(K) PlanNeuromonitoring Associates, Inc.$6,979,5602023
Erisk 401(K) PlanEmployers Risk Administrators, LLC$6,633,3222023
Emerald Transformer 401(K) PlanVpg Transformers Group LLC$6,295,9552023
Angels Of Care 401(K) PlanAoc Opco, LLC$6,242,7802023
Tyg Products 401(K) PlanTyg Products, Lp$6,118,1222023
Frontier Tank Lines 401(K) Retirement Savings PlanFrontier Tank Lines$5,239,2332023

Related Form 5500 pages