Defined Benefit (Pension) · DOL Form 5500 · 2023

Bariatrics of Texas Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: N/A
Participants Small participant base: 41st
Percentile by assets National rank

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Official DOL plan name: Bariatrics of Texas Defined Benefit Plan · Sponsored by Bariatrics of Texas · Texas · Healthcare & Social Assistance

$4M in assets, N/A participants

Bariatrics of Texas's Bariatrics of Texas Defined Benefit Plan reported $4M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 41st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

#7,799 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Bariatrics of Texas Defined Benefit Plan holds $4M for N/A participants, in the lower half of filed plans by assets.

#7,799
in Healthcare & Social Assistance (17,684 peers): -2.4%
assets change YoY

The plan reported a net loss of $87K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bariatrics of Texas Defined Benefit Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bariatrics of Texas Defined Benefit Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,199,190 41st percentile higher than 41% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Bariatrics of Texas Defined Benefit Plan reported net income fell from -$35K in the plan year 2022 filing to -$87K in the plan year 2023 filing.
Bariatrics of Texas Defined Benefit Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 510434645 · Bariatrics of Texas PY 2023 · Defined Benefit (Pension)

Bariatrics of Texas Defined Benefit Plan · $4M · N/A · 41st

PCT $4M
EIN N/A
RANK 41st
PHOTO Defined Benefit (Pension)
IND near Emcard Services, LLC Defined Benefit Pension Plan
EOY ind #7799

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Bariatrics of Texas Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$872K
Net Income	-$87K
Employer EIN	510434645
Plan Effective Date	2003-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bariatrics of Texas)

Latest sponsor-wide plan assets: $4M 7.961500177052343% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$4M
2023	1	N/A	$4M
2024	1	N/A	$4M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bariatrics of Texas Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

AT&T Pension Benefit Plan $30.0B · 107,859
Shell Pension Plan $15.1B · 12,215
Exxonmobil Pension Plan $12.0B · 22,551
Caterpillar Inc. Retirement Income Plan $9.8B · 12,138
Bp Retirement Accumulation Plan $5.5B · 9,360

Compare Bariatrics of Texas Defined Benefit Plan side-by-side with 3 peers →

Bariatrics of Texas Defined Benefit Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Texas, the nearest Defined Benefit (Pension) by end-of-year assets is Emcard Services, LLC Defined Benefit Pension Plan in CA at $4M (this filing: $4M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Emcard Services, LLC Defined Benefit Pension Plan (CA) $4M · 2
Vocational Guidance Services Pension Plan (OH) $4M · 5
Tri-State Armature & Electrical Works, Inc. Employees' Pension Plan (TN) $4M · 21
North Memorial Health Care Pension Plan (MN) $4M · 159

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bariatrics of Texas Defined Benefit Plan assets move in 2023? ▼

Bariatrics of Texas Defined Benefit Plan edged down modestly - down 2.4% during 2023, from $4M to $4M. Reported net income was -$87K.

How have Bariatrics of Texas plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bariatrics of Texas's sponsor-wide assets declined 8.0%, from $4M to $4M.

Which Defined Benefit (Pension) plans are similar in size to Bariatrics of Texas Defined Benefit Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Emcard Services, LLC Defined Benefit Pension Plan in CA ($4M, 2 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 510434645.