Plan5500

Oak Ridge North, 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, Oak Ridge North, TX has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $8,335,228 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Oak Ridge North

  • 2 loaded plans hold $8.3M in reported assets across 2 sponsors.
  • The largest, Spectrum 401(K) Plan, holds 100% of reported Oak Ridge North plan assets.
  • Plans cover 420 participants — about 210 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.7MSummed across loaded plans$8,737,378
Total reported assets$8.3M$8,335,228
Total reported participants420
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.3M total assets
Net assets$8.7MLiabilities$0
Contributions & income
Employer contributions$268.6K
Participant contributions$535.8K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$751.2K
Total expenses$775.1K
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Oak Ridge North, 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

Oak Ridge North market comparison

Largest plan share of assets100%Spectrum 401(K) Plan
Participants per plan210Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Oak Ridge North

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

  1. 1
    Spectrum 401(K) Plan$8.3M
    Facility Concession Services, Ll · 2023
  2. 2
    Shorelark, Inc. 401(K) Profit Sharing Plan$26
    Shorelark, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Oak Ridge North, TX?
2 plan(s) reported by 2 sponsor(s) are loaded for Oak Ridge North, TX.

Related Form 5500 pages