Plan5500

Fayez Sarofim & Co. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Fayez Sarofim & Co. (EIN 74-1312679) is a plan sponsor located in Houston, TX with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
74-1312679
Location
Houston, TX
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Fayez Sarofim & Co.

  • 2 loaded plans hold $216.9M in reported assets.
  • The largest, Fayez Sarofim & Co. Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 286 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$216.9MSummed across loaded plans$216,935,990
Total reported assets$216.9M$216,935,990
Total reported participants286
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$216.9M total assets
Net assets$216.9MLiabilities$0
Contributions & income
Employer contributions$4.4M
Participant contributionsNot reported
Total income / additions$28.4M
Expenses & distributions
Benefits paid / distributions$61.4M
Total expenses$61.4M
Net increase / (decrease)-$33M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets100%Fayez Sarofim & Co. Profit Sharing Plan
Participants per plan143Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Fayez Sarofim & Co. Profit Sharing Plan$216.9M
    Plan #001 · 149 participants · 2023
  2. 2
    Fayez Sarofim & Co. Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 137 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Fayez Sarofim & Co.. Open one for its full reported snapshot.

  1. 2023
    Fayez Sarofim & Co. Welfare Benefit Plan137 participants · 2No schedules
    View filing →
  2. 2023
    Fayez Sarofim & Co. Profit Sharing Plan149 participants · 3Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Fayez Sarofim & Co. report on Form 5500?
Fayez Sarofim & Co. (EIN 74-1312679) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Fayez Sarofim & Co.?
The Employer Identification Number (EIN) reported for Fayez Sarofim & Co. is 74-1312679.
What is the latest Form 5500 filing year for Fayez Sarofim & Co.?
The latest loaded Form 5500 filing year for Fayez Sarofim & Co. is 2023.

Related Form 5500 pages