Plan5500

Red Oak, 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, Red Oak, TX has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $17,606,852 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 Red Oak

  • 5 loaded plans hold $17.6M in reported assets across 4 sponsors.
  • The largest, John Houston Custom Homes 401(K) Plan, holds 50% of reported Red Oak plan assets.
  • Plans cover 1,095 participants — about 219 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets-$41.6MSummed across loaded plans-$41,649,702
Total reported assets$17.6M$17,606,852
Total reported participants1.1K1,095
Total reported liabilities$59.3M$59,256,554

Reported net position

Reported assets = net assets + liabilities (summed)$17.6M total assets
Net assets-$41.6MLiabilities$59.3M
Contributions & income
Employer contributions$3.8M
Participant contributions$784.1K
Total income / additions$8.6M
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$2.4M
Net increase / (decrease)$6.1M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation1 / 5 (20%)

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

Red Oak market comparison

Largest plan share of assets50%John Houston Custom Homes 401(K) Plan
Participants per plan219Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Red Oak

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

  1. 1
    John Houston Custom Homes 401(K) Plan$8.9M
    Jhh Central Management Services, LLC · 2023
  2. 2
    Jhh Central Management Services, Pbc Employee Stock Ownership Plan$8.3M
    Jhh Central Management Services, Pbc · 2023
  3. 3
    Har3 Inc 401(K) Plan$261.7K
    Har3 Inc · 2023
  4. 4
    Dugaboy Transportation Inc. 401(K) Plan$165.9K
    Dugaboy Transportation Inc. · 2023
  5. 5
    Qarbon Aerospace Inc Health & Welfare Plannot reported in the loaded dataset
    Qarbon Aerospace, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages