Plan5500

Rowlett, 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, Rowlett, TX has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $1,123,564 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
5
Latest filing year
2023

What stands out in Rowlett

  • 5 loaded plans hold $1.1M in reported assets across 5 sponsors.
  • The largest, Coulee Capital, Inc. 401(K) Plan, holds 55% of reported Rowlett plan assets.
  • Plans cover 139 participants — about 28 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.1MSummed across loaded plans$1,123,564
Total reported assets$1.1M$1,123,564
Total reported participants139
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets
Net assets$1.1MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$265.8K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)-$265.8K

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation0 / 5 ()

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

Rowlett market comparison

Largest plan share of assets55%Coulee Capital, Inc. 401(K) Plan
Participants per plan28Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Rowlett

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

  1. 1
    Coulee Capital, Inc. 401(K) Plan$614.1K
    Coulee Capital, Inc. · 2023
  2. 2
    Jaroszewski Group Retirement Plan$313.5K
    Jaroszewski Group, Inc. · 2023
  3. 3
    Twedy04 Inc. Profit Sharing Plan$115.3K
    Twedy04, Inc. · 2023
  4. 4
    Dynamo Creations, Inc. 401(K) Plan$80.7K
    Dynamo Creations, Inc. · 2023
  5. 5
    Forney Lake Healthcare, Inc. Dba Rowlett Health And Rehabilitation Center Occupational Injury Plannot reported in the loaded dataset
    Forney Lake Healthcare, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages