Plan5500

Northlake, 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, Northlake, TX has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $87,843,961 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in Northlake

  • 5 loaded plans hold $87.8M in reported assets across 4 sponsors.
  • The largest, Farmer Bros. Co. Pension Plan, holds 94% of reported Northlake plan assets.
  • Plans cover 951 participants — about 190 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$87.8MSummed across loaded plans$87,843,961
Total reported assets$87.8M$87,843,961
Total reported participants951
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$87.8M total assets
Net assets$87.8MLiabilities$0
Contributions & income
Employer contributions$2.8M
Participant contributionsNot reported
Total income / additions$15.7M
Expenses & distributions
Benefits paid / distributions$6.8M
Total expenses$7.6M
Net increase / (decrease)$8.1M

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation2 / 5 (40%)

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

Northlake market comparison

Largest plan share of assets94%Farmer Bros. Co. Pension Plan
Participants per plan190Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Northlake

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

  1. 1
    Farmer Bros. Co. Pension Plan$82.5M
    Farmer Bros. Co. · 2023
  2. 2
    Farmer Bros. Co. Hourly Employees' Pension Plan$3.8M
    Farmer Bros. Co. · 2023
  3. 3
    Lock Family Holding Inc. Retirement Plan$800K
    Lock Family Holding Inc. · 2023
  4. 4
    Argyle Medspa And Wellness Center Inc.$597K
    Argyle Medspa And Wellness Center Inc. · 2023
  5. 5
    Xcvrmedia, Inc. Retirement Plan$100.2K
    Xcvrmedia, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Northlake, TX?
5 plan(s) reported by 4 sponsor(s) are loaded for Northlake, TX.

Related Form 5500 pages