Profit Sharing · DOL Form 5500 · 2023

North Texas Investors Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$292K
Total assets Small plan by assets: 145
Participants Small participant base: 13th
Percentile by assets National rank: $2,014
Avg per participant Low balance/head

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Official DOL plan name: Whitehawk Retirement Plan · Sponsored by North Texas Investors Group, Inc. · Texas · Administrative & Support Services

$292K in assets, 145 participants

North Texas Investors Group, Inc.'s Whitehawk Retirement Plan reported $292K in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

#1,322 in Administrative & Support Services (4,372 peers)

Coverage in Texas

Whitehawk Retirement Plan covers 145 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $292K.

#1,322
in Administrative & Support Services (4,372 peers): $48K
reported net income

Whitehawk Retirement Plan among the smaller filed plans by assets

Whitehawk Retirement Plan vs every filed plan by assets

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

$292,018 13th percentile higher than 13% 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

Whitehawk Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whitehawk Retirement Plan sits mid-pack in the medium band (145 participants).

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%)

Published 5500 schedule card

Filing strip 204586167 · North Texas Investors Group, Inc. PY 2023 · Profit Sharing

Whitehawk Retirement Plan · $292K · 145 · 13th

SCH $292K
SCH 145
SCH 13th
SCH Profit Sharing
SCH near Capaquarian Management Inc. Retirement Plan
SCH ind #1322

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 Administrative & Support Services retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Whitehawk Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$292K
Net Income	$48K
Employer EIN	204586167
Plan Effective Date	2023-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (North Texas Investors Group, Inc.)

Latest sponsor-wide plan assets: $398K 36.28166756843756% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	145	$292K
2024	1	238	$398K

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Whitehawk Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants

Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
Baylor College of Medicine Retirement Plan $1.7B · 10,240
H-E-B Partner Stock Plan $1.3B · 96,911
The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455

Compare Whitehawk Retirement Plan side-by-side with 3 peers →

Whitehawk Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Capaquarian Management Inc. Retirement Plan in CA ($292K); by covered participants it is Greater Opportunities 403(b) Plan in NY (145 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($292K here).

Capaquarian Management Inc. Retirement Plan (CA) $292K · N/A
Jmgm, Inc. Retirement Plan (PA) $292K · 1
Gonzalez-Buxo Retirement Plan (PR) $292K · 7
Purt Holdings Inc. Retirement Plan (MO) $292K · 1

Similar participant headcount

Nearest other-state filings by covered participants (145 participants); asset peers above are excluded.

Greater Opportunities 403(b) Plan (NY) 145 · 0 off
Henrietta Weill Memorial Child Guidance Clinic 403b Plan (CA) 145 · 0 off
Oregon Catholic Press 403(b) Plan (OR) 145 · 0 off
Warren General Hospital 403(b) Supplemental Pension for Nonbargaining Unit Employees (PA) 145 · 0 off

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 have North Texas Investors Group, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), North Texas Investors Group, Inc.'s sponsor-wide assets grew 36.3%, from $292K to $398K.

Where does Whitehawk Retirement Plan rank by assets among Form 5500 filers? ▼

Whitehawk Retirement Plan ranks in the 13th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Profit Sharing plans are similar in size to Whitehawk Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Capaquarian Management Inc. Retirement Plan in CA ($292K, N/A participants).

Which Profit Sharing plans cover a similar participant headcount to Whitehawk Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Greater Opportunities 403(b) Plan in NY (145 participants, $4M in assets).

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 204586167.