Stafford, 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, Stafford, TX has 49 loaded benefit plan(s) reported by 35 plan sponsor(s), with $631,222,898 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
- 35
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $631,222,898
- Total reported liabilities (EOY)
- $20,830,254
- Total reported net assets (EOY)
- $610,392,644
Contributions & income
- Employer contributions
- $11,488,512
- Participant contributions
- $19,181,385
- Total income / additions
- $140,061,843
Expenses & distributions
- Benefits paid / distributions
- $108,112,054
- Total expenses
- $110,027,046
- Net increase / (decrease)
- $30,034,797
Coverage
- Total reported participants
- 10,824
- Plans with financial statements
- 28
- Plans with provider compensation
- 19
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Stafford, 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 |
|---|---|---|---|
| Verde Holdings, Inc. Employee Stock Ownership Plan | Verde Holdings, Inc. | $344,112,660 | 2023 |
| Verde Holdings, Inc. 401(K) Plan | Verde Holdings, Inc. | $56,786,313 | 2023 |
| Money Management International 401k Retirement Plan | Money Management International, Inc | $33,486,737 | 2023 |
| Satake Usa Inc. 401(K) Plan | Satake Usa, Inc. | $32,405,551 | 2023 |
| Atec, Inc. 401(K) Profit Sharing Plan | Atec, Inc. | $25,930,399 | 2023 |
| Redi-Carpet, Inc. 401(K) Plan | Redi-Carpet, Inc. | $24,753,835 | 2023 |
| Matrix Metals LLC Employee Pension Plan | Matrix Metals LLC | $15,655,419 | 2023 |
| Firetron, Inc. 401(K) Plan | Firetron, Inc. | $15,255,834 | 2023 |
| Microwave Networks Incorporated 401(K) Savings Plan | Microwave Networks Incorporated | $9,110,858 | 2023 |
| Brice Company 401(K) Profit Sharing Plan | Brice Company | $8,038,582 | 2023 |
| Retail Concepts, Inc. 401(K) Plan | Retail Concepts, Inc. | $7,773,000 | 2023 |
| R. Stahl, Inc. 401(K) Plan | R. Stahl, Inc. | $7,487,365 | 2023 |
| Madison Energy Solutions 401(K) Plan | Madison Energy Solutions Corporation | $6,981,524 | 2023 |
| Leedo 401(K) Plan | Leedo Manufacturing Co., L.P. | $5,880,796 | 2023 |
| R H Tamlyn & Sons Inc 401(K) Profit Sharing Plan & Trust | R H Tamlyn & Sons Inc | $5,552,013 | 2023 |
| General Technologies, Inc. 401k Plan | General Technologies, Inc. | $5,216,344 | 2023 |
| Jerdon Enterprise, L.P. Retirement Plan | Jerdon Enterprise, L.P. | $4,860,983 | 2023 |
| Medcares Saving For The Future Plan | Rise Corporate LLC | $4,623,441 | 2023 |
| Saexploration 401(K) Plan | Saexploration Inc. | $4,011,269 | 2023 |
| Rfh Holdings 401(K) Plan | Richey Family Holdings, LLC | $3,296,716 | 2023 |
| Cpap 401(K) Plan | Us Expediters, LLC | $3,256,538 | 2023 |
| Tribocor Technologies 401(K) Plan | Tribocor Technologies | $3,127,474 | 2023 |
| Greater Houston Retailers Association 401(K) Plan | Greater Houston Retailers Cooperative Association, Inc. | $2,021,029 | 2023 |
| Texas Beb Investments Corporation 401(K) Profit Sharing Plan | Texas Beb Investments Corporation | $658,554 | 2023 |
| Calibration, Inc. 401(K) Plan | Calibration, Inc. | $575,041 | 2023 |
Largest plans in Stafford → · Stafford plans by participants → · Stafford plans with financial data → · Stafford plans with provider compensation → · $1B+ plans in Stafford →
Related Form 5500 pages
- All TX Form 5500 filings
- Verde Holdings, Inc. Employee Stock Ownership Plan (plan 001)
- Verde Holdings, Inc. — all reported plans
- Verde Holdings, Inc. 401(K) Plan (plan 003)
- Money Management International 401k Retirement Plan (plan 002)
- Money Management International, Inc — all reported plans
- Satake Usa Inc. 401(K) Plan (plan 001)
- Satake Usa, Inc. — all reported plans
- Atec, Inc. 401(K) Profit Sharing Plan (plan 001)
- Atec, Inc. — all reported plans
- Redi-Carpet, Inc. 401(K) Plan (plan 001)
- Redi-Carpet, Inc. — all reported plans
- Matrix Metals LLC Employee Pension Plan (plan 002)
- Matrix Metals LLC — all reported plans
- Firetron, Inc. 401(K) Plan (plan 001)
- Firetron, Inc. — all reported plans
- Microwave Networks Incorporated 401(K) Savings Plan (plan 001)
- Microwave Networks Incorporated — all reported plans
- Brice Company 401(K) Profit Sharing Plan (plan 001)
- Brice Company — all reported plans
- Retail Concepts, Inc. 401(K) Plan (plan 003)
- Retail Concepts, Inc. — all reported plans
- R. Stahl, Inc. 401(K) Plan (plan 001)
- R. Stahl, Inc. — all reported plans
- Madison Energy Solutions 401(K) Plan (plan 001)
- Madison Energy Solutions Corporation — all reported plans
- Leedo 401(K) Plan (plan 001)
- Leedo Manufacturing Co., L.P. — all reported plans
- R H Tamlyn & Sons Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- R H Tamlyn & Sons Inc — all reported plans
- Methodology
- Data sources