Bellaire, 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, Bellaire, TX has 24 loaded benefit plan(s) reported by 20 plan sponsor(s), with $286,645,403 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 24
- Plan sponsors
- 20
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $286,645,403
- Total reported liabilities (EOY)
- $7,704
- Total reported net assets (EOY)
- $286,637,699
Contributions & income
- Employer contributions
- $10,419,106
- Participant contributions
- $21,280,044
- Total income / additions
- $81,682,666
Expenses & distributions
- Benefits paid / distributions
- $23,403,045
- Total expenses
- $23,959,487
- Net increase / (decrease)
- $57,723,179
Coverage
- Total reported participants
- 7,523
- Plans with financial statements
- 16
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bellaire, 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 |
|---|---|---|---|
| Quiddity 401(K) Profit Sharing Plan | Quiddity-1, Inc. | $89,554,249 | 2023 |
| Inception Fertility 401(K) Plan | Inception Fertility Corporate Services, LLC | $76,161,403 | 2023 |
| Res 401(K) Plan | Resource Environmental Solutions LLC | $55,116,207 | 2023 |
| Fidelis Realty Partners, Ltd. 401(K) Plan | Fidelis Reality Partners, Ltd. | $15,392,475 | 2023 |
| Bga Employee Incentive Savings Plan | Bud Griffin Employment, LLC | $11,307,129 | 2023 |
| Eastham Enterprises, Inc. 401(K) Plan | Eastham Enterprises | $10,308,212 | 2023 |
| The Post Oak School Retirement Savings Plan | The Post Oak School | $8,978,894 | 2023 |
| United Equities, Inc. 401(K) Profit Sharing Plan & Trust | United Equities, Inc. | $6,794,522 | 2023 |
| Valvact, Inc. 401(K) Plan | Valvact, Inc. | $4,432,633 | 2023 |
| Phoenix Gas Pipeline Company Profit Sharing Plan | Phoenix Gas Pipeline Company | $4,335,914 | 2023 |
| Herbert Insurance Agency LLC 401(K) Profit Sharing Plan & Trust | Herbert Insurance Agency LLC | $1,865,374 | 2023 |
| Phoenix Gas Marketing Company Profit Sharing Plan | Phoenix Gas Marketing Company | $719,081 | 2023 |
| Works Of Heart, Inc. 401(K) Plan | Works Of Heart, Inc. | $671,938 | 2023 |
| Dgb Solutions, Inc. 401(K) Plan | Dgb Solutions, Inc. | $569,445 | 2023 |
| Welleatable Holding Inc. Retirement Plan | Welleatable Holding Inc | $316,764 | 2023 |
| Lmjc, Inc. 401(K) Profit Sharing Plan | Lmjc, Inc. | $121,163 | 2023 |
| Resource Environmental Solutions, LLC Health & Welfare Plan | Resource Environmental Solutions, LLC | not reported in the loaded dataset | 2023 |
| Thompson/Hanson, Inc. Employee Welfare Plan | Thompson/Hanson, Inc. | not reported in the loaded dataset | 2023 |
| Dermsurgery Associates, Pa/Dermsouth, Pa Health Plan | Dermsurgery Associates | not reported in the loaded dataset | 2023 |
| Retina Houston Mso LLC Health And Welfare Plan | Retina Houston Mso LLC | not reported in the loaded dataset | 2023 |
| Retina Houston Mso LLC Health And Welfare Plan | Retina Houston Mso LLC | not reported in the loaded dataset | 2023 |
| Retina Houston Mso LLC Health And Welfare Plan | Retina Houston Mso LLC | not reported in the loaded dataset | 2023 |
| Retina Houston Mso LLC Health And Welfare Plan | Retina Houston Mso LLC | not reported in the loaded dataset | 2023 |
| Quiddity Engineering Health Plan | Quiddity Engineering, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Bellaire → · Bellaire plans by participants → · Bellaire plans with financial data → · Bellaire plans with provider compensation → · $1B+ plans in Bellaire →
Related Form 5500 pages
- All TX Form 5500 filings
- Quiddity 401(K) Profit Sharing Plan (plan 001)
- Quiddity-1, Inc. — all reported plans
- Inception Fertility 401(K) Plan (plan 001)
- Inception Fertility Corporate Services, LLC — all reported plans
- Res 401(K) Plan (plan 002)
- Resource Environmental Solutions LLC — all reported plans
- Fidelis Realty Partners, Ltd. 401(K) Plan (plan 001)
- Fidelis Reality Partners, Ltd. — all reported plans
- Bga Employee Incentive Savings Plan (plan 002)
- Bud Griffin Employment, LLC — all reported plans
- Eastham Enterprises, Inc. 401(K) Plan (plan 001)
- Eastham Enterprises — all reported plans
- The Post Oak School Retirement Savings Plan (plan 001)
- The Post Oak School — all reported plans
- United Equities, Inc. 401(K) Profit Sharing Plan & Trust (plan 001)
- United Equities, Inc. — all reported plans
- Valvact, Inc. 401(K) Plan (plan 001)
- Valvact, Inc. — all reported plans
- Phoenix Gas Pipeline Company Profit Sharing Plan (plan 001)
- Phoenix Gas Pipeline Company — all reported plans
- Herbert Insurance Agency LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Herbert Insurance Agency LLC — all reported plans
- Phoenix Gas Marketing Company Profit Sharing Plan (plan 001)
- Phoenix Gas Marketing Company — all reported plans
- Works Of Heart, Inc. 401(K) Plan (plan 001)
- Works Of Heart, Inc. — all reported plans
- Dgb Solutions, Inc. 401(K) Plan (plan 001)
- Dgb Solutions, Inc. — all reported plans
- Welleatable Holding Inc. Retirement Plan (plan 001)
- Welleatable Holding Inc — all reported plans
- Methodology
- Data sources