Plan5500

Azle, 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, Azle, TX has 8 loaded benefit plan(s) reported by 8 plan sponsor(s), with $7,727,093 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
8
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.7MSummed across loaded plans$7,724,232
Total reported assets$7.7M$7,727,093
Total reported participants1.3K1,313
Total reported liabilities$2.9K$2,861

Reported net position

Reported assets = net assets + liabilities (summed)$7.7M total assets
Net assets$7.7MLiabilities$2.9K
Contributions & income
Employer contributions$5.8K
Participant contributions$385.1K
Total income / additions$264.3K
Expenses & distributions
Benefits paid / distributions$469.6K
Total expenses$549.5K
Net increase / (decrease)-$285.1K

Data coverage

Plans with financial statements6 / 8 (75%)
Plans with provider compensation2 / 8 (25%)

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

Azle market comparison

Largest plan share of assets49%Kairos Transportation, Inc. 401(K) Plan
Participants per plan164Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Azle

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

  1. 1
    Kairos Transportation, Inc. 401(K) Plan$3.8M
    Kairos Transportation, Inc. · 2023
  2. 2
    Burmont, Inc. Employees' 401(K) Retirement Plan$3.2M
    Burmont, Inc. · 2023
  3. 3
    Azle Veterinary Medical Center 401(K) Plan$414.6K
    Azle Veterinary Medical Center, P.C. · 2023
  4. 4
    Csl Azle 2016 LLC 401k Plan$151.1K
    Csl Azle 2016 LLC · 2023
  5. 5
    Newberry Five Corp. Retirement Plan$119.1K
    Newberry Five Corp. · 2023
  6. 6
    Mepi 401k$0
    Mep, Inc. · 2023
  7. 7
    Medicalnot reported in the loaded dataset
    Pipe View · 2023
  8. 8
    Oak Management Services, Inc. Health & Welfare Plannot reported in the loaded dataset
    Oak Management Services, Inc. · 2023

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

Related Form 5500 pages