Plan5500

N Burlson, 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, N Burlson, TX has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $292,018 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in N Burlson

  • 1 loaded plans hold $292K in reported assets across 1 sponsors.
  • The largest, Whitehawk Retirement Plan, holds 100% of reported N Burlson plan assets.
  • Plans cover 494 participants — about 494 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$292KSummed across loaded plans$292,018
Total reported assets$292K$292,018
Total reported participants494
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$292K total assets
Net assets$292KLiabilities$0
Contributions & income
Employer contributions$95.3K
Participant contributionsNot reported
Total income / additions$120.1K
Expenses & distributions
Benefits paid / distributions$69.7K
Total expenses$71.7K
Net increase / (decrease)$48.4K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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

N Burlson market comparison

Largest plan share of assets100%Whitehawk Retirement Plan
Participants per plan494Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in N Burlson

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

  1. 1
    Whitehawk Retirement Plan$292K
    North Texas Investors Group, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for N Burlson, TX?
1 plan(s) reported by 1 sponsor(s) are loaded for N Burlson, TX.

Related Form 5500 pages