Magnolia, 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, Magnolia, TX has 34 loaded benefit plan(s) reported by 34 plan sponsor(s), with $19,256,233 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
34
Plan sponsors
34
Latest filing year
2023

What stands out in Magnolia

  • 34 loaded plans hold $19.3M in reported assets across 34 sponsors.
  • The largest, Quadvest 401(K) Plan, holds 29% of reported Magnolia plan assets.
  • Plans cover 1,873 participants — about 55 per plan.
  • 91% of loaded plans report full Schedule H/I financial statements.
  • 6% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.8MSummed across loaded plans$17,833,831
Total reported assets$19.3M$19,256,233
Total reported participants1.9K1,873
Total reported liabilities$1.4M$1,374,380

Reported net position

Reported assets = net assets + liabilities (summed)$19.3M total assets
Net assets$17.8MLiabilities$1.4M
Contributions & income
Employer contributions$414.4K
Participant contributions$746.7K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$1.1M
Net increase / (decrease)$277K

Data coverage

Plans with financial statements31 / 34 (91%)
Plans with provider compensation2 / 34 (6%)

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

Magnolia market comparison

Largest plan share of assets29%Quadvest 401(K) Plan
Participants per plan55Average across loaded plans
Plan sponsors34
Ranked by reported assets

Largest loaded plans in Magnolia

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

  1. 1
    Quadvest, Lp · 2023
  2. 2
    Faithful Fido'S, Inc. · 2023
  3. 3
    Q Vest, Inc. · 2023
  4. 4
  5. 5
    Internal Medicine Diagnostic Center, P.A. · 2023
  6. 6
    Ebbdar, Inc. · 2023
  7. 7
    Caliche, Ltd · 2023
  8. 8
    3 Times Inc · 2023
  9. 9
    Samsyd Corp. · 2023
  10. 10
    Babck, Inc. · 2023
  11. 11
    Ation Industries Inc · 2023
  12. 12
    Extreme Mechatronic Solutions Incorporated · 2023
  13. 13
    Sherwood Sporthorses Inc. · 2023
  14. 14
    Tom Schwenke, Inc. · 2023
  15. 15
    Tmel Company · 2023
  16. 16
    Ajb Enterprise Holdings, Inc. · 2023
  17. 17
    Inspired Landscapes, Inc. · 2023
  18. 18
    Mcw Signs Inc. · 2023
  19. 19
    Ayalasemperstrong Ventures Inc. · 2023
  20. 20
    Tk Roberts Magnolia Enterprises Inc. · 2023
  21. 21
    Prolific Profiles Background Checks, Inc. · 2023
  22. 22
    Ellimae Family Group Corp. · 2023
  23. 23
    Welcourt Inc. · 2023
  24. 24
    Wickedair Corp. · 2023
  25. 25
    Gerocket Enterprises Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Magnolia, TX?
34 plan(s) reported by 34 sponsor(s) are loaded for Magnolia, TX.

Related Form 5500 pages