Carrolton, 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, Carrolton, TX has 6 loaded benefit plan(s) reported by 2 plan sponsor(s), with $4,939,363 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
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.9MSummed across loaded plans$4,939,363
Total reported assets$4.9M$4,939,363
Total reported participants1.5K1,491
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.9M total assets
Net assets$4.9MLiabilities$0
Contributions & income
Employer contributions$555.7K
Participant contributions$1.8M
Total income / additions$3.2M
Expenses & distributions
Benefits paid / distributions$628.5K
Total expenses$722K
Net increase / (decrease)$2.5M

Data coverage

Plans with financial statements1 / 6 (17%)
Plans with provider compensation1 / 6 (17%)

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

Carrolton market comparison

Largest plan share of assets100%Onx 401(K) Plan
Participants per plan249Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Carrolton

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

  1. 1
    Onx Holdings, Inc. · 2023
  2. 2
    Saylite Holdings, LLC Medical Plannot reported in the loaded dataset
    Saylite Holdings, LLC · 2023
  3. 3
    Saylite Holdings, LLC Dental Plannot reported in the loaded dataset
    Saylite Holdings, LLC · 2023
  4. 4
    Saylite Holdings, LLC Life Plannot reported in the loaded dataset
    Saylite Holdings, LLC · 2023
  5. 5
    Saylite Holdings, LLC Ad&D Plannot reported in the loaded dataset
    Saylite Holdings, LLC · 2023
  6. 6
    Saylite Holdings, LLC Vision Plannot reported in the loaded dataset
    Saylite Holdings, LLC · 2023

Related Form 5500 pages