Midlothian, 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, Midlothian, TX has 11 loaded benefit plan(s) reported by 9 plan sponsor(s), with $216,566,449 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
9
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$216,566,449
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$216,566,449

Contributions & income

Employer contributions
$3,202,678
Participant contributions
$5,305,665
Total income / additions
$38,379,744

Expenses & distributions

Benefits paid / distributions
$20,474,499
Total expenses
$21,029,510
Net increase / (decrease)
$17,350,234

Coverage

Total reported participants
6,225
Plans with financial statements
6
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Midlothian, 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 Midlothian, TX
PlanSponsorReported assets (EOY)Year
Ennis Inc. 401k PlanEnnis, Inc.$156,263,6162023
Pension Plan For The Employees Of Ennis, Inc.Ennis, Inc.$51,816,0142023
Donald A. Johnson Consulting, Inc. 401(K) PlanDonald A. Johnson Consulting, Inc.$5,418,5162023
R E Watson & Associates Inc 401(K) Profit Sharing Plan & TrustR E Watson & Associates Inc$2,319,1532023
Idea Services Group, Inc. 401k Profit Sharing PlanIdea Services Group, Inc.$386,5392023
Forward Controls Design Inc 401(K) Profit Sharing Plan & TrustForward Controls Design Inc$362,6112023
Allon Transportation Services Texas Occupational Injury PlanAllon Transportation Services, LLCnot reported in the loaded dataset2023
Ennis Inc Health And Welfare PlanEnnis Incnot reported in the loaded dataset2023
Richmark Properties PlanRichmark Properties, Inc.not reported in the loaded dataset2023
Circle H Contractors, L.P. Health And Welfare PlanCircle H Contractors, L.P.not reported in the loaded dataset2023
Baseline Contracting, LLC Benefit Welfare PlanBaseline Contracting, LLC Fka Payne Concretenot reported in the loaded dataset2023

Related Form 5500 pages