Plan5500

Whitehouse, 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, Whitehouse, TX has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $9,609,942 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Whitehouse

  • 6 loaded plans hold $9.6M in reported assets across 5 sponsors.
  • The largest, Jasper Ventures 401(K) Plan, holds 94% of reported Whitehouse plan assets.
  • Plans cover 534 participants — about 89 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.6MSummed across loaded plans$9,609,942
Total reported assets$9.6M$9,609,942
Total reported participants534
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.6M total assets
Net assets$9.6MLiabilities$0
Contributions & income
Employer contributions$730.5K
Participant contributions$1.2M
Total income / additions$3.2M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.6M
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation1 / 6 (17%)

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

Whitehouse market comparison

Largest plan share of assets94%Jasper Ventures 401(K) Plan
Participants per plan89Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Whitehouse

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

  1. 1
    Jasper Ventures 401(K) Plan$9M
    Jasper Ventures, Inc. · 2023
  2. 2
    P&K Industries Corp. 401(K) Profit Sharing Plan$361.2K
    P&K Industries Corp. · 2023
  3. 3
    Texas Best Pizza, Inc. Retirement Plan$170K
    Texas Best Pizza, Inc. · 2023
  4. 4
    Cinco C Investment Corporation 401(K) Profit Sharing Plan$65K
    Cinco C Investment Corporation · 2023
  5. 5
    Mt4 Corp. 401(K) Plan$24.9K
    Mt4 Corp. · 2023
  6. 6
    Jasper Ventures, Inc. Employee Benefits Plannot reported in the loaded dataset
    Jasper Ventures, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages