Kingwood, 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, Kingwood, TX has 42 loaded benefit plan(s) reported by 33 plan sponsor(s), with $8,757,249,534 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
42
Plan sponsors
33
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$8,757,249,534
Total reported liabilities (EOY)
$9,370,546
Total reported net assets (EOY)
$8,747,878,988

Contributions & income

Employer contributions
$438,749,752
Participant contributions
$1,027,895,224
Total income / additions
$3,000,379,247

Expenses & distributions

Benefits paid / distributions
$868,428,817
Total expenses
$895,629,381
Net increase / (decrease)
$2,104,749,866

Coverage

Total reported participants
790,174
Plans with financial statements
28
Plans with provider compensation
7

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

Largest loaded plans in Kingwood, TX
PlanSponsorReported assets (EOY)Year
Insperity 401k PlanInsperity Holdings, Inc.$8,132,673,1522023
Insperity Corporate 401k PlanInsperity Holdings, Inc.$549,211,8502023
Mann Eye Institute 401(K) PlanMann Eye Center, Pa$21,496,2682023
Varel International Ind., LLC 401(K) Salary Savings PlanVarel International Ind., LLC$16,057,3582023
Berkeley Eye Center 401k PlanBerkeley Eye Institute, Pa$13,986,2542023
Talent Logic, Inc. Employee Savings PlanTalent Logic, Inc.$6,469,7032023
Hro Resources Multiple Employer 401(K) PlanHro Resources$6,062,6562023
Lieber & Moore Cardiology 401(K) Profit Sharing Plan & TrustLieber & Moore Cardiology Associates, P.A.$3,573,8102023
Bt Kingwood Corp Retirement PlanBt Kingwood Corp$1,507,2092023
Cab Texas Spas, Inc. Retirement PlanCab Texas Spas, Inc.$1,320,7542023
Behringer Holdings, Inc. 401(K) Profit Sharing PlanBehringer Holdings, Inc.$779,4632023
Hedge Holdings Corp. Retirement PlanHedge Holdings Corp.$725,0482023
Early Bird Services, LLC Employees' Savings PlanEarly Bird Services, LLC$674,2652023
D&J Waste And Recycling, Inc. 401(K) PlanD&J Waste And Recycling, Inc.$641,7292023
The Schlecht Group, Inc. 401(K) Profit Sharing PlanThe Schlecht Group, Inc.$577,6692023
Fwa Group Retirement PlanFwa Group, Inc.$228,0872023
Misjef Holdings, Inc. 401(K) Profit Sharing PlanMisjef Holdings, Inc.$227,9622023
Solo De Gloria Corp. 401(K) Profit Sharing PlanSolo De Gloria Corp.$225,5322023
Cin & Mic Enterprises Inc. Retirement PlanCin & Mic Enterprises Inc.$186,6652023
Seven Seas Consultants, Inc. 401(K)Seven Seas Consultants Inc.$184,5342023
Mlt Ventures, Inc. 401(K) Profit Sharing PlanMlt Ventures, Inc.$166,4212023
Ladder Tree 401kLadder Tree Consulting Inc.$68,1492023
Effex 401(K) PlanEffex Management Solutions, LLC$61,9612023
Uns Inc 401(K) PlanUns Inc$58,2832023
Lglp Holdings Inc. Retirement PlanLglp Holdings Inc.$44,5482023

Related Form 5500 pages