TX Form 5500 retirement and benefit plan filings
State 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, TX has 16,794 loaded benefit plan(s) reported by 11,905 plan sponsor(s), with $1,163,747,181,281 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 16,794
- Plan sponsors
- 11,905
- Total reported assets (EOY)
- $1,163,747,181,281
- Latest filing year
- 2023
Cities by loaded plan count
- Houston, TX — 3,416 plan(s)
- Dallas, TX — 1,819 plan(s)
- Austin, TX — 1,242 plan(s)
- San Antonio, TX — 914 plan(s)
- Fort Worth, TX — 649 plan(s)
- Plano, TX — 466 plan(s)
- Irving, TX — 441 plan(s)
- The Woodlands, TX — 213 plan(s)
- Frisco, TX — 206 plan(s)
- Spring, TX — 205 plan(s)
- El Paso, TX — 190 plan(s)
- Richardson, TX — 188 plan(s)
- Katy, TX — 160 plan(s)
- Carrollton, TX — 152 plan(s)
- Lubbock, TX — 151 plan(s)
Largest loaded plans by reported assets
| Plan | Sponsor | City | Reported assets (EOY) | Year |
|---|---|---|---|---|
| At&T Retirement Savings Plan | At&T Inc. | Dallas | $40,012,012,000 | 2023 |
| At&T Savings Plan Master Trust | At&T Inc. | Dallas | $39,522,433,000 | 2023 |
| Sbc Master Pension Trust | At&T Inc. | Dallas | $32,877,524,000 | 2023 |
| At&T Pension Benefit Plan | At&T Inc. | Dallas | $30,018,512,000 | 2023 |
| Master Trust For Dc Plans Of American Airlines, Inc. And Affiliates | American Airlines, Inc. - Retirement | Fort Worth | $25,003,235,810 | 2023 |
| Exxonmobil Savings Plan | Exxon Mobil Corporation | Spring | $21,917,000,000 | 2023 |
| Sammons Enterprises, Inc. Employee Stock Ownership Plan | Sammons Corporation | Dallas | $21,162,853,360 | 2023 |
| Caterpillar 401(K) Savings Plan | Caterpillar Inc. | Irving | $16,496,476,432 | 2023 |
| Caterpillar Inc. Investment Trust | Caterpillar Inc. | Irving | $16,375,132,834 | 2023 |
| Shell Pension Plan | Shell Usa, Inc. | Houston | $15,133,347,097 | 2023 |
| American Airlines, Inc. 401(K) Plan | American Airlines, Inc. - Retirement | Fort Worth | $14,680,189,879 | 2023 |
| Dell Inc. 401(K) Plan | Dell Inc. | Round Rock | $13,529,835,000 | 2023 |
| Caterpillar Inc. Master Retirement Trust | Caterpillar Inc. | Irving | $12,809,753,861 | 2023 |
| American Airlines Inc., Master Fixed Benefit Pension Trust | American Airlines, Inc. - Retirement | Fort Worth | $12,587,495,377 | 2023 |
| At&T Savings Group Investment Trust | At&T Inc. | Dallas | $12,098,881,000 | 2023 |
Largest TX plans → · TX plans with financial data → · $1B+ TX plans →
Related Form 5500 pages
- Houston, TX Form 5500 filings
- Dallas, TX Form 5500 filings
- Austin, TX Form 5500 filings
- San Antonio, TX Form 5500 filings
- Fort Worth, TX Form 5500 filings
- Plano, TX Form 5500 filings
- Irving, TX Form 5500 filings
- The Woodlands, TX Form 5500 filings
- Frisco, TX Form 5500 filings
- Spring, TX Form 5500 filings
- El Paso, TX Form 5500 filings
- Richardson, TX Form 5500 filings
- Katy, TX Form 5500 filings
- Carrollton, TX Form 5500 filings
- Lubbock, TX Form 5500 filings
- At&T Retirement Savings Plan (plan 009)
- At&T Savings Plan Master Trust (plan 022)
- Sbc Master Pension Trust (plan 020)
- At&T Pension Benefit Plan (plan 017)
- Master Trust For Dc Plans Of American Airlines, Inc. And Affiliates (plan 001)
- Exxonmobil Savings Plan (plan 334)
- Sammons Enterprises, Inc. Employee Stock Ownership Plan (plan 005)
- Caterpillar 401(K) Savings Plan (plan 035)
- Caterpillar Inc. Investment Trust (plan 032)
- Shell Pension Plan (plan 001)
- Methodology
- Data sources