Rockwall, 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, Rockwall, TX has 49 loaded benefit plan(s) reported by 36 plan sponsor(s), with $380,737,066 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 49
- Plan sponsors
- 36
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $380,737,066
- Total reported liabilities (EOY)
- $483,752
- Total reported net assets (EOY)
- $380,253,314
Contributions & income
- Employer contributions
- $17,016,168
- Participant contributions
- $39,483,404
- Total income / additions
- $113,031,423
Expenses & distributions
- Benefits paid / distributions
- $37,581,976
- Total expenses
- $39,697,975
- Net increase / (decrease)
- $73,333,448
Coverage
- Total reported participants
- 37,889
- Plans with financial statements
- 32
- Plans with provider compensation
- 17
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Rockwall, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Resourcing Edge Retirement Savings Plan | Resourcing Edge I, LLC | $240,845,980 | 2023 |
| Cbr Management Services, Inc. 401(K) Plan | Resourcing Edge I, LLC | $43,751,978 | 2023 |
| Hatfield And Company, Inc. 401(K) Profit Sharing Plan | Hatfield And Company, Inc. | $16,428,709 | 2023 |
| Channell Commercial Corporation 401(K) Plan | Channell Commercial Corporation | $14,116,396 | 2023 |
| Spr Packaging, LLC 401(K) Plan | Spr Packaging LLC | $11,409,496 | 2023 |
| K. E. Andrews 401(K) Profit Sharing Plan | Mark Andrews & Company | $10,858,441 | 2023 |
| Foursquare Healthcare 401(K) Retirement Plan | Foursquare Healthcare Ltd. | $10,104,123 | 2023 |
| Trend Hr Retirement Savings Plan | Thr Outsourcing, LLC | $8,369,604 | 2023 |
| Hatfield And Company, Inc. Employee Stock Ownership Plan | Hatfield And Company, Inc. | $5,863,604 | 2023 |
| Special Products & Manufacturing Inc. 401(K) Plan | Special Products & Manufacturing | $5,272,860 | 2023 |
| Jackson Automotive Group, LLC 401(K) Plan | Jackson Automotive Investments, LLC Dba Toyota Of Rockwall | $3,866,582 | 2023 |
| Ekj Enterprises, Lp. 401(K) Plan | Ekj Enterprises, LLC Dba Rtt Engineered Solutions | $2,369,632 | 2023 |
| Mlj Agency Retirement Plan | Mlj Agency, Inc. | $1,488,942 | 2023 |
| Pryor & Bruce Gp 401(K) Profit Sharing Plan | Pryor & Bruce Gp | $1,488,596 | 2023 |
| Bricker Enterprise Company, Inc. 401(K) Plan | Bricker Enterprise Company, Inc. | $1,288,599 | 2023 |
| Foursquare Healthcare, Ltd. Benefits Trust | Foursquare Healthcare, Ltd. | $981,179 | 2023 |
| Una Farooq Inc 401k Profit Sharing Plan | Una Farooq Inc | $410,810 | 2023 |
| Dmwm, Inc. 401k Profit Sharing Plan | Dmwm, Inc. | $359,521 | 2023 |
| Mindful Health, Inc. 401(K) Plan | Mindful Health, Inc. | $271,135 | 2023 |
| Cornerstone Investment Ventures Inc. Retirement Plan | Cornerstone Investment Ventures Inc. | $234,799 | 2023 |
| Behavioral Transformations 401(K) Plan | Behavioral Transformations, LLC | $225,219 | 2023 |
| Proclaim Enterprises, Inc. 401(K) Plan | Proclaim Enterprises, Inc. | $193,583 | 2023 |
| Sl Shipping Inc. 401(K) Plan | Sl Shipping Inc. | $159,268 | 2023 |
| A.I.M. Savvy Ventures, Inc. 401(K) Profit Sharing Plan | A.I.M. Savvy Ventures, Inc. | $115,978 | 2023 |
| T1onesta, Inc. Retirement Plan | T1onesta, Inc. | $108,465 | 2023 |
Largest plans in Rockwall → · Rockwall plans by participants → · Rockwall plans with financial data → · Rockwall plans with provider compensation → · $1B+ plans in Rockwall →
Related Form 5500 pages
- All TX Form 5500 filings
- Resourcing Edge Retirement Savings Plan (plan 002)
- Resourcing Edge I, LLC — all reported plans
- Cbr Management Services, Inc. 401(K) Plan (plan 333)
- Hatfield And Company, Inc. 401(K) Profit Sharing Plan (plan 001)
- Hatfield And Company, Inc. — all reported plans
- Channell Commercial Corporation 401(K) Plan (plan 001)
- Channell Commercial Corporation — all reported plans
- Spr Packaging, LLC 401(K) Plan (plan 001)
- Spr Packaging LLC — all reported plans
- K. E. Andrews 401(K) Profit Sharing Plan (plan 001)
- Mark Andrews & Company — all reported plans
- Foursquare Healthcare 401(K) Retirement Plan (plan 001)
- Foursquare Healthcare Ltd. — all reported plans
- Trend Hr Retirement Savings Plan (plan 001)
- Thr Outsourcing, LLC — all reported plans
- Hatfield And Company, Inc. Employee Stock Ownership Plan (plan 002)
- Special Products & Manufacturing Inc. 401(K) Plan (plan 002)
- Special Products & Manufacturing — all reported plans
- Jackson Automotive Group, LLC 401(K) Plan (plan 001)
- Jackson Automotive Investments, LLC Dba Toyota Of Rockwall — all reported plans
- Ekj Enterprises, Lp. 401(K) Plan (plan 002)
- Ekj Enterprises, LLC Dba Rtt Engineered Solutions — all reported plans
- Mlj Agency Retirement Plan (plan 001)
- Mlj Agency, Inc. — all reported plans
- Pryor & Bruce Gp 401(K) Profit Sharing Plan (plan 001)
- Pryor & Bruce Gp — all reported plans
- Bricker Enterprise Company, Inc. 401(K) Plan (plan 001)
- Bricker Enterprise Company, Inc. — all reported plans
- Methodology
- Data sources