Plan5500

West Lake Hills, 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, West Lake Hills, TX has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $2,279,874 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in West Lake Hills

  • 3 loaded plans hold $2.3M in reported assets across 3 sponsors.
  • The largest, Rainmaker Associates, Inc. 401(K) Plan, holds 100% of reported West Lake Hills plan assets.
  • Plans cover 639 participants — about 213 per plan.
  • 33% 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$2.3MSummed across loaded plans$2,279,874
Total reported assets$2.3M$2,279,874
Total reported participants639
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.3M total assets
Net assets$2.3MLiabilities—
Contributions & income
Employer contributions$21.1K
Participant contributions$48.2K
Total income / additions$390.3K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$12.4K
Net increase / (decrease)$378K

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Lake Hills, 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

West Lake Hills market comparison

Largest plan share of assets100%Rainmaker Associates, Inc. 401(K) Plan
Participants per plan213Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in West Lake Hills

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

  1. 1
    Rainmaker Associates, Inc. 401(K) Plan$2.3M
    Rainmaker Associates, Inc. · 2023
  2. 2
    Capstone Employee Health & Safety Programnot reported in the loaded dataset
    Capstone Real Estate Services, Inc. · 2023
  3. 3
    Arise Austin Medical Center LLCnot reported in the loaded dataset
    Westlake Surgical L.P · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for West Lake Hills, TX?
3 plan(s) reported by 3 sponsor(s) are loaded for West Lake Hills, TX.

Related Form 5500 pages