Waller, 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, Waller, TX has 11 loaded benefit plan(s) reported by 11 plan sponsor(s), with $563,499,461 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $563,499,461
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $563,499,461
Contributions & income
- Employer contributions
- $11,965,297
- Participant contributions
- $43,154,407
- Total income / additions
- $140,832,005
Expenses & distributions
- Benefits paid / distributions
- $45,447,590
- Total expenses
- $46,665,132
- Net increase / (decrease)
- $94,166,873
Coverage
- Total reported participants
- 26,645
- Plans with financial statements
- 8
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Waller, 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 |
|---|---|---|---|
| The Daikin 401(K) Plan | Daikin Comfort Technologies Manufacturing, L.P. | $529,947,847 | 2023 |
| Burckhardt Compression Us Inc. Retirement Savings Plan | Burckhardt Compression (Us) Inc. | $14,785,021 | 2023 |
| Alegacy Group Retirement Plan | Alegacy Group | $9,699,400 | 2023 |
| Children'S Specialty Care Clinic Of Nw Houston, P.A. Safe Harbor 401(K) Plan | Children'S Specialty Care Clinic Of Nw Houston, P.A. | $5,726,408 | 2023 |
| Mohawk Machine & Welding, Inc. 401(K) Profit Sharing Plan | Mohawk Machine & Welding, Inc. | $3,340,785 | 2023 |
| Cleaning Ventures, Inc. 401(K) Plan | Cleaning Ventures, Inc. | $0 | 2023 |
| Goodman Co,Lp Fayetteville Bargunit Pension Plan | Goodman Company, Lp | $0 | 2023 |
| Waller Equine Hospital, LLC 401(K) Plan | Waller Equine Hospital, LLC | $0 | 2023 |
| Daikin Comfort Technologies Employee Group Health Plan | Daikin Comfort Technologies North America, Inc. | not reported in the loaded dataset | 2023 |
| Arkos Field Services Health And Welfare Plan | Arkos Field Services | not reported in the loaded dataset | 2023 |
| T.N.M. Partners, LLC Welfare Benefit Plans | T.N.M. Partners, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Waller → · Waller plans by participants → · Waller plans with financial data → · Waller plans with provider compensation → · $1B+ plans in Waller →
Related Form 5500 pages
- All TX Form 5500 filings
- The Daikin 401(K) Plan (plan 001)
- Daikin Comfort Technologies Manufacturing, L.P. — all reported plans
- Burckhardt Compression Us Inc. Retirement Savings Plan (plan 001)
- Burckhardt Compression (Us) Inc. — all reported plans
- Alegacy Group Retirement Plan (plan 002)
- Alegacy Group — all reported plans
- Children'S Specialty Care Clinic Of Nw Houston, P.A. Safe Harbor 401(K) Plan (plan 001)
- Children'S Specialty Care Clinic Of Nw Houston, P.A. — all reported plans
- Mohawk Machine & Welding, Inc. 401(K) Profit Sharing Plan (plan 001)
- Mohawk Machine & Welding, Inc. — all reported plans
- Cleaning Ventures, Inc. 401(K) Plan (plan 001)
- Cleaning Ventures, Inc. — all reported plans
- Goodman Co,Lp Fayetteville Bargunit Pension Plan (plan 002)
- Goodman Company, Lp — all reported plans
- Waller Equine Hospital, LLC 401(K) Plan (plan 001)
- Waller Equine Hospital, LLC — all reported plans
- Daikin Comfort Technologies Employee Group Health Plan (plan 507)
- Daikin Comfort Technologies North America, Inc. — all reported plans
- Arkos Field Services Health And Welfare Plan (plan 501)
- Arkos Field Services — all reported plans
- T.N.M. Partners, LLC Welfare Benefit Plans (plan 502)
- T.N.M. Partners, LLC — all reported plans
- Methodology
- Data sources