Plano, 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, Plano, TX has 466 loaded benefit plan(s) reported by 334 plan sponsor(s), with $38,789,591,411 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
466
Plan sponsors
334
Latest filing year
2023

What stands out in Plano

  • 466 loaded plans hold $38.8B in reported assets across 334 sponsors.
  • The largest, Toyota Motor North America, Inc. Retirement Savings Plan, holds 31% of reported Plano plan assets.
  • Plans cover 756,988 participants — about 1,624 per plan.
  • 59% of loaded plans report full Schedule H/I financial statements.
  • 32% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$38.5BSummed across loaded plans$38,473,956,797
Total reported assets$38.8B$38,789,591,411
Total reported participants757K756,988
Total reported liabilities$314.5M$314,543,216

Reported net position

Reported assets = net assets + liabilities (summed)$38.8B total assets
Net assets$38.5BLiabilities$314.5M
Contributions & income
Employer contributions$760.8M
Participant contributions$1.3B
Total income / additions$8.3B
Expenses & distributions
Benefits paid / distributions$3B
Total expenses$3.1B
Net increase / (decrease)$5.2B

Data coverage

Plans with financial statements274 / 466 (59%)
Plans with provider compensation151 / 466 (32%)

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

Plano market comparison

Largest plan share of assets31%Toyota Motor North America, Inc. Retirement Savings Plan
Participants per plan1,624Average across loaded plans
Plan sponsors334
Ranked by reported assets

Largest loaded plans in Plano

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

  1. 1
    Toyota Motor North America, Inc · 2023
  2. 2
    Toyota Motor North America, Inc. · 2023
  3. 3
    Ericsson Inc. · 2023
  4. 4
    Ntt Data Americas, Inc. · 2023
  5. 5
  6. 6
  7. 7
    Fedex Office And Print Services, Inc. · 2023
  8. 8
  9. 9
    Fisher Asset Management, LLC Dba Fisher Investments · 2023
  10. 10
    Highland Homes Holdings, Inc. · 2023
  11. 11
    Nacco Natural Resources Corporation · 2023
  12. 12
    Ericsson Inc. · 2023
  13. 13
    Integer Holdings Corporation · 2023
  14. 14
    Aimbridge Parent, Inc · 2023
  15. 15
    Communications & Power Industries LLC · 2023
  16. 16
    Ribbon Communications Operating Company, Inc. · 2023
  17. 17
    U.S. Renal Care, Inc. · 2023
  18. 18
    Toyota Motor North America, Inc. · 2023
  19. 19
    Upbound Group, Inc. · 2023
  20. 20
    Musarubra Us, LLC · 2023
  21. 21
    Denbury Inc. · 2023
  22. 22
    Cinemark Usa, Inc. · 2023
  23. 23
    Westwood Professional Services, Inc. · 2023
  24. 24
    Finance Of America Equity Capital LLC · 2023
  25. 25
    Community Hospital Corporation · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Plano, TX?
466 plan(s) reported by 334 sponsor(s) are loaded for Plano, TX.

Related Form 5500 pages