Richardson, 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, Richardson, TX has 188 loaded benefit plan(s) reported by 125 plan sponsor(s), with $13,632,129,315 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
188
Plan sponsors
125
Latest filing year
2023

What stands out in Richardson

  • 188 loaded plans hold $13.6B in reported assets across 125 sponsors.
  • The largest, The 401k Plan, holds 25% of reported Richardson plan assets.
  • Plans cover 357,066 participants — about 1,899 per plan.
  • 58% of loaded plans report full Schedule H/I financial statements.
  • 34% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.6BSummed across loaded plans$13,578,964,491
Total reported assets$13.6B$13,632,129,315
Total reported participants357.1K357,066
Total reported liabilities$33.3M$33,309,400

Reported net position

Reported assets = net assets + liabilities (summed)$13.6B total assets
Net assets$13.6BLiabilities$33.3M
Contributions & income
Employer contributions$787.2M
Participant contributions$562.1M
Total income / additions$3.2B
Expenses & distributions
Benefits paid / distributions$1.1B
Total expenses$1.2B
Net increase / (decrease)$2.1B

Data coverage

Plans with financial statements109 / 188 (58%)
Plans with provider compensation63 / 188 (34%)

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

Richardson market comparison

Largest plan share of assets25%The 401k Plan
Participants per plan1,899Average across loaded plans
Plan sponsors125
Ranked by reported assets

Largest loaded plans in Richardson

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

  1. 1
    Healthcare Service Corporation · 2023
  2. 2
    Health Care Service Corporation, A Mutual Reserve Co. · 2023
  3. 3
    Health Care Service Corporation, A Mutual Legal Reserve Co. · 2023
  4. 4
  5. 5
    Lennox International Inc. · 2023
  6. 6
  7. 7
    Realpage, Inc · 2023
  8. 8
    Health Care Service Corporation, A Mutual Legal Reserve Co, · 2023
  9. 9
    Service King Paint & Body, LLC · 2023
  10. 10
    Halff Associates, Inc · 2023
  11. 11
    Mavenir Systems, Inc. · 2023
  12. 12
    Joint Board Of Trustees Of U.A.A.P. 142 Pension Plan · 2023
  13. 13
    Lennox International Inc. · 2023
  14. 14
    Exyte Americas Holding, Inc. · 2023
  15. 15
    Service Experts LLC · 2023
  16. 16
    Fossil Group Inc. · 2023
  17. 17
    Lennox International Inc. · 2023
  18. 18
    Lennox International Inc. · 2023
  19. 19
  20. 20
    Lennox International Inc. · 2023
  21. 21
  22. 22
  23. 23
    Argo Data Resource Corporation · 2023
  24. 24
    Empower Service Corporation · 2023
  25. 25
    Innovative Signal Analysis, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Richardson, TX?
188 plan(s) reported by 125 sponsor(s) are loaded for Richardson, TX.

Related Form 5500 pages