Montgomery, 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, Montgomery, TX has 37 loaded benefit plan(s) reported by 36 plan sponsor(s), with $11,523,300 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 37
- Plan sponsors
- 36
- Latest filing year
- 2023
What stands out in Montgomery
- 37 loaded plans hold $11.5M in reported assets across 36 sponsors.
- The largest, Bentwater On The North Shore 401k Plan, holds 36% of reported Montgomery plan assets.
- Plans cover 1,022 participants — about 28 per plan.
- 84% of loaded plans report full Schedule H/I financial statements.
- report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Montgomery, 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.
Montgomery market comparison
Largest loaded plans in Montgomery
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
- 11
- 12
- 13
- 14
- 15
- 16
- 17
- 18
- 19
- 20
- 21
- 22
- 23
- 24
- 25
Largest plans in Montgomery → · Montgomery plans by participants → · Montgomery plans with financial data → · Montgomery plans with provider compensation → · $1B+ plans in Montgomery →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Montgomery, TX?
- 37 plan(s) reported by 36 sponsor(s) are loaded for Montgomery, TX.
Related Form 5500 pages
- All TX Form 5500 filings
- Bentwater On The North Shore 401k Plan (plan 002)
- Bentwater On The North Shore, Ltd. — all reported plans
- R&J Capital Group Inc. Retirement Plan (plan 001)
- R&J Capital Group Inc. — all reported plans
- Hearthstone Capital, Inc. (plan 001)
- Hearthstone Capital, Inc. — all reported plans
- Dupasquier Enterprises, Inc. 401(K) Profit Sharing Plan (plan 001)
- Dupasquier Enterprises, Inc. — all reported plans
- Coastal Joe'S Inc. 401(K) Plan (plan 001)
- Coastal Joe'S Inc. — all reported plans
- Bricroc Inc. Profit Sharing Plan (plan 001)
- Bricroc Inc. — all reported plans
- R&J Sweet Homes, Inc. 401(K) Plan (plan 001)
- R&J Sweet Homes, Inc. — all reported plans
- Win Capital Partners, Inc. 401(K) Profit Sharing Plan (plan 001)
- Win Capital Partners, Inc. — all reported plans
- Nine Vista Corporation 401(K) Plan (plan 001)
- Nine Vista Corporation — all reported plans
- Coconu Family Dentistry, Pllc 401k Plan (plan 001)
- Lakeside Dental Practice, LLC — all reported plans
- Jon Carswell Cpa, Inc. 401(K) Plan (plan 001)
- Jon Carswell Cpa, Inc. — all reported plans
- Dv Roberts Enterprises, Inc. 401(K) Profit Sharing Plan (plan 001)
- Dv Roberts Enterprises, Inc. — all reported plans
- Smek Services, Inc. 401(K) Plan (plan 001)
- Smek Services, Inc. — all reported plans
- Kpco, Inc. 401(K) Profit Sharing Plan (plan 001)
- Kpco, Inc. — all reported plans
- T And B Martial Arts, Inc. 401(K) Profit Sharing Plan (plan 001)
- T And B Martial Arts, Inc. — all reported plans
- Methodology
- Data sources