Westlake, 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, Westlake, TX has 21 loaded benefit plan(s) reported by 15 plan sponsor(s), with $8,480,521,859 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 21
- Plan sponsors
- 15
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $8,480,521,859
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $8,480,521,859
Contributions & income
- Employer contributions
- $244,674,691
- Participant contributions
- $460,985,335
- Total income / additions
- $1,834,548,990
Expenses & distributions
- Benefits paid / distributions
- $427,241,929
- Total expenses
- $432,666,311
- Net increase / (decrease)
- $1,401,882,679
Coverage
- Total reported participants
- 195,782
- Plans with financial statements
- 9
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Westlake, 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 |
|---|---|---|---|
| Schwabplan Retirement Savings And Investment Plan | The Charles Schwab Corporation | $7,950,669,667 | 2023 |
| Solera Holdings, LLC Retirement Savings Plan | Claims Services Group, LLC | $287,725,639 | 2023 |
| Virbac Corporation Retirement Savings Plan | Virbac Corporation | $79,487,022 | 2023 |
| Defi Auto, LLC 401(K) Plan | Defi Auto, LLC | $68,909,011 | 2023 |
| Gkn Aerospace Pension Plan | Gkn Aerospace Inc. | $60,448,014 | 2023 |
| Goosehead Insurance 401k Plan | Texas Wasatch Insurance Services, L.P. | $24,107,499 | 2023 |
| Eis Operating Enterprises, LLC | Eis Operating Enterprises, LLC | $5,092,538 | 2023 |
| Friendly Home Services Group, LLC 401(K) Plan | Friendly Home Services Group, LLC | $3,832,469 | 2023 |
| Maddav Holdings Inc. Retirement Plan | Maddav Holdings Inc. | $250,000 | 2023 |
| Defi Auto, LLC Health And Welfare Plan | Defi Auto, LLC | not reported in the loaded dataset | 2023 |
| Solera Holdings, Inc. Health And Welfare Plan | Solera Holdings, Inc. | not reported in the loaded dataset | 2023 |
| Goosehead Insurance Agency, LLC Health And Welfare Benefit Plan | Goosehead Insurance Agency | not reported in the loaded dataset | 2023 |
| Pipeline Plastics, LLC - Health And Welfare Plan | Pipeline Plastics, LLC | not reported in the loaded dataset | 2023 |
| Virbac Wrap Plan | Virbac Corporation | not reported in the loaded dataset | 2023 |
| Eci Software Solutions, Inc. Employee Welfare Benefit Plan | Eci Software Solutions Inc. | not reported in the loaded dataset | 2023 |
| Friendly Home Services Group, LLC Welfare Benefit Plan | Friendly Home Services Group, LLC | not reported in the loaded dataset | 2023 |
| Prism One Solutions LLC Health And Welfare Benefit Plan | Prism One Solutions LLC | not reported in the loaded dataset | 2023 |
| The Charles Schwab Group Life, Accidental Death And Dismemberment, Death Benefit, Medical, Dental And Vision Plan | The Charles Schwab Corporation | not reported in the loaded dataset | 2023 |
| The Charles Schwab Disability Plan | The Charles Schwab Corporation | not reported in the loaded dataset | 2023 |
| The Charles Schwab Business Travel Accident Insurance Plan | The Charles Schwab Corporation | not reported in the loaded dataset | 2023 |
| The Charles Schwab Severance Pay Plan | The Charles Schwab Corporation | not reported in the loaded dataset | 2023 |
Largest plans in Westlake → · Westlake plans by participants → · Westlake plans with financial data → · Westlake plans with provider compensation → · $1B+ plans in Westlake →
Related Form 5500 pages
- All TX Form 5500 filings
- Schwabplan Retirement Savings And Investment Plan (plan 002)
- The Charles Schwab Corporation — all reported plans
- Solera Holdings, LLC Retirement Savings Plan (plan 001)
- Claims Services Group, LLC — all reported plans
- Virbac Corporation Retirement Savings Plan (plan 001)
- Virbac Corporation — all reported plans
- Defi Auto, LLC 401(K) Plan (plan 001)
- Defi Auto, LLC — all reported plans
- Gkn Aerospace Pension Plan (plan 001)
- Gkn Aerospace Inc. — all reported plans
- Goosehead Insurance 401k Plan (plan 001)
- Texas Wasatch Insurance Services, L.P. — all reported plans
- Eis Operating Enterprises, LLC (plan 001)
- Eis Operating Enterprises, LLC — all reported plans
- Friendly Home Services Group, LLC 401(K) Plan (plan 001)
- Friendly Home Services Group, LLC — all reported plans
- Maddav Holdings Inc. Retirement Plan (plan 001)
- Maddav Holdings Inc. — all reported plans
- Defi Auto, LLC Health And Welfare Plan (plan 501)
- Solera Holdings, Inc. Health And Welfare Plan (plan 501)
- Solera Holdings, Inc. — all reported plans
- Goosehead Insurance Agency, LLC Health And Welfare Benefit Plan (plan 503)
- Goosehead Insurance Agency — all reported plans
- Pipeline Plastics, LLC - Health And Welfare Plan (plan 501)
- Pipeline Plastics, LLC — all reported plans
- Virbac Wrap Plan (plan 501)
- Eci Software Solutions, Inc. Employee Welfare Benefit Plan (plan 501)
- Eci Software Solutions Inc. — all reported plans
- Methodology
- Data sources