Round Rock, 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, Round Rock, TX has 99 loaded benefit plan(s) reported by 79 plan sponsor(s), with $14,176,703,376 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
99
Plan sponsors
79
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$14,176,703,376
Total reported liabilities (EOY)
$73,558,332
Total reported net assets (EOY)
$14,103,141,887

Contributions & income

Employer contributions
$260,373,022
Participant contributions
$623,994,934
Total income / additions
$3,092,178,175

Expenses & distributions

Benefits paid / distributions
$1,364,875,160
Total expenses
$1,372,362,132
Net increase / (decrease)
$1,719,816,043

Coverage

Total reported participants
132,376
Plans with financial statements
71
Plans with provider compensation
27

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

Largest loaded plans in Round Rock, TX
PlanSponsorReported assets (EOY)Year
Dell Inc. 401(K) PlanDell Inc.$13,529,835,0002023
Toppan Photomasks, Inc. 401(K) Retirement PlanToppan Photomasks, Inc.$130,920,0022023
Trellis Company 401(K) PlanTexas Guaranteed Student Loan Corporation D/B/A Trellis Company$70,051,0252023
Alk 401(K) PlanAlk-Abello, Inc.$62,913,6852023
Healthtronics Group, Lp 401(K) PlanHealthtronics Group, Lp$48,213,8902023
Teco-Westinghouse Motor Company 401(K) Employee Savings PlanTeco-Westinghouse Motor Company$46,214,4462023
Career Strategies, Inc. Employee Stock Ownership PlanCareer Strategies, Inc.$41,354,4612023
Ai Fire, LLC 401(K) PlanAi Fire, LLC$25,559,5072023
Mccreary,Veselka,Bragg & Allen, P.C. 401(K) Profit Sharing Plan & TrustMccreary, Veselka, Bragg & Allen P.C.$23,327,6742023
Airco Mechanical, Ltd. 401(K) PlanAirco Mechanical, Ltd.$22,837,8142023
Christianson Air Conditioning And Plumbing Retirement PlanChristianson Air Conditioning$22,088,5522023
Cody Pools 401(K) PlanCody Pools, Inc.$16,812,3012023
Advanced Pain Care, 401(K) & Profit Sharing PlanAdvanced Pain Care, Pa$15,608,6612023
Rrc Power & Energy, LLC 401(K) PlanRrc Power & Energy, LLC$14,652,5802023
Concrete And Aggregate Employees 401(K) PlanLauren Concrete, Inc.$13,695,0092023
Capitol Bearing & Hydraulics Employee Stock Ownership PlanCapitol Bearing Service Of Austin, Inc.$12,964,3022023
Dnt Construction 401(K) Retirement PlanDnt Construction, LLC$12,699,0332023
Central Texas Neurology Consultants Retirement PlanCentral Texas Neurology Consultants$8,633,6872023
Casa Mechanical Services 401k Retirement PlanCasa Mechanical Services$6,796,4442023
Terra Dynamics Inc EsopTerra Dynamics Inc$6,396,7872023
Cws Corporate Leasing, LLC 401(K) PlanCws Corporate Leasing, LLC$5,820,6282023
Ats Employees 401(K) Profit Sharing PlanAustin Traffic Signal Construction Co., Inc.$5,012,3582023
The Round Rock Baseball Club Employees 401(K) PlanRound Rock Baseball Club, Lp$4,944,8102023
Mythic Inc 401(K) PlanMythic Inc$4,189,2572023
A World For Children 401(K) PlanA World For Children$3,661,7782023

Related Form 5500 pages