Southlake, 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, Southlake, TX has 94 loaded benefit plan(s) reported by 74 plan sponsor(s), with $1,749,966,826 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 94
- Plan sponsors
- 74
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,749,966,826
- Total reported liabilities (EOY)
- $64,270,341
- Total reported net assets (EOY)
- $1,685,696,485
Contributions & income
- Employer contributions
- $46,499,278
- Participant contributions
- $58,356,252
- Total income / additions
- $395,911,312
Expenses & distributions
- Benefits paid / distributions
- $208,894,671
- Total expenses
- $215,977,716
- Net increase / (decrease)
- $179,933,596
Coverage
- Total reported participants
- 44,747
- Plans with financial statements
- 54
- Plans with provider compensation
- 22
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Southlake, 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 |
|---|---|---|---|
| Sabre Glbl Inc. 401(K) Savings Plan | Sabre Glbl Inc. | $1,027,945,504 | 2023 |
| Retina Consultants Of America 401(K) Plan | Retina Group, Inc. Dba Retina Consultants Of America | $235,838,244 | 2023 |
| Sabre Glbl Inc. Legacy Pension Plan | Sabre Glbl Inc. | $212,880,954 | 2023 |
| Likewize Corp. 401(K) Plan | Likewize Corp. | $53,843,049 | 2023 |
| Tri Dal Employee Stock Ownership Plan | Tri Dal Excavation & Utilities, Inc. | $36,230,194 | 2023 |
| Cti Foods 401(K) Plan And Trust | Cti Foods Holding Co., LLC | $30,546,866 | 2023 |
| Flagship Holding Profit Sharing And 401(K) Plan | Flagship Enterprises Holding | $24,405,582 | 2023 |
| Anchor Partners 401(K) Profit Sharing Plan | Anchor Partners, LLC | $16,504,804 | 2023 |
| Spine Team Texas, Pa Profit Sharing 401(K) Plan And Trust | Spine Team Texas, P.A. | $9,904,738 | 2023 |
| Complete Emergency Healthcare LLC 401(K) Plan | Complete Emergency Healthcare LLC | $8,144,099 | 2023 |
| Cis Group, LLC 401(K) Plan | Cis Group, LLC | $8,039,278 | 2023 |
| Cjhorak Enterprises Inc Retirement Plan | Cjhorak Enterprises Inc | $7,899,161 | 2023 |
| Tri Dal, LLC 401(K) Profit Sharing Plan | Tri Dal, LLC | $7,591,436 | 2023 |
| Variosystems, Inc. 401(K) Plan | Variosystems, Inc. | $7,201,477 | 2023 |
| Andrews Logistics Texas, L. P. 401(K) Plan | Andrews Logistics Texas, L.P. | $6,753,106 | 2023 |
| Srf Personnel, Inc. Employees Qualified Investment Plan And Trust | Srf Personnel, Inc. | $5,456,913 | 2023 |
| Unified Services Of Texas, Inc. Employee Stock Ownership Plan | Unified Services Of Texas, Inc. | $5,430,289 | 2023 |
| Immunotek Bio Centers, LLC 401(K) Savings Plan | Immunotek Bio Centers, LLC | $5,334,723 | 2023 |
| Solara Surgical Partners 401(K) Plan | Solara Surgical Partners, LLC | $4,815,264 | 2023 |
| Amino Transport 401(K) Plan | Amino Transport, Inc. | $4,410,361 | 2023 |
| Commercial Interiors Profit Sharing Plan | The Ahmuty Corporation Dba Commercial Interiors | $3,728,772 | 2023 |
| Government Capital Corporation 401(K) Profit Sharing Plan | Government Capital Corporation | $3,457,332 | 2023 |
| Specialized Products Company 401k Profit Sharing Plan | Spectrum International Corp | $3,254,963 | 2023 |
| Horton Capital Properties, LLC 401(K) Plan | Horton Capital Properties, LLC | $3,129,067 | 2023 |
| Cotton Patch Cafe, LLC 401(K) Profit Sharing Plan | Cotton Patch Cafe, LLC | $2,208,037 | 2023 |
Largest plans in Southlake → · Southlake plans by participants → · Southlake plans with financial data → · Southlake plans with provider compensation → · $1B+ plans in Southlake →
Related Form 5500 pages
- All TX Form 5500 filings
- Sabre Glbl Inc. 401(K) Savings Plan (plan 002)
- Sabre Glbl Inc. — all reported plans
- Retina Consultants Of America 401(K) Plan (plan 001)
- Retina Group, Inc. Dba Retina Consultants Of America — all reported plans
- Sabre Glbl Inc. Legacy Pension Plan (plan 001)
- Likewize Corp. 401(K) Plan (plan 001)
- Likewize Corp. — all reported plans
- Tri Dal Employee Stock Ownership Plan (plan 002)
- Tri Dal Excavation & Utilities, Inc. — all reported plans
- Cti Foods 401(K) Plan And Trust (plan 001)
- Cti Foods Holding Co., LLC — all reported plans
- Flagship Holding Profit Sharing And 401(K) Plan (plan 001)
- Flagship Enterprises Holding — all reported plans
- Anchor Partners 401(K) Profit Sharing Plan (plan 001)
- Anchor Partners, LLC — all reported plans
- Spine Team Texas, Pa Profit Sharing 401(K) Plan And Trust (plan 001)
- Spine Team Texas, P.A. — all reported plans
- Complete Emergency Healthcare LLC 401(K) Plan (plan 002)
- Complete Emergency Healthcare LLC — all reported plans
- Cis Group, LLC 401(K) Plan (plan 001)
- Cis Group, LLC — all reported plans
- Cjhorak Enterprises Inc Retirement Plan (plan 001)
- Cjhorak Enterprises Inc — all reported plans
- Tri Dal, LLC 401(K) Profit Sharing Plan (plan 001)
- Tri Dal, LLC — all reported plans
- Variosystems, Inc. 401(K) Plan (plan 001)
- Variosystems, Inc. — all reported plans
- Andrews Logistics Texas, L. P. 401(K) Plan (plan 001)
- Andrews Logistics Texas, L.P. — all reported plans
- Methodology
- Data sources