Defined Benefit (Pension) · DOL Form 5500 · 2024

Bariatrics of Texas Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: N/A
Participants Small participant base: 38th
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 2024 DOL Form 5500 filing, ranking in the 38th 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.

#6,722 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

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

#6,722
in Healthcare & Social Assistance (16,916 peers): -5.7%
assets change YoY

The plan reported a net loss of $212K 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 2024 · DOL Form 5500

$3,961,164 38th percentile higher than 38% of 123,620 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Bariatrics of Texas Defined Benefit Plan reported net income fell from -$87K in the plan year 2023 filing to -$212K in the plan year 2024 filing.
Bariatrics of Texas Defined Benefit Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 510434645 · Bariatrics of Texas PY 2024 · Defined Benefit (Pension)

Bariatrics of Texas Defined Benefit Plan · $4M · N/A · 38th

EIN $4M
EIN N/A
EIN 38th
EIN Defined Benefit (Pension)
EIN near Rock River Energy Services Co. Pension Plan and Trust
EIN ind #6722

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 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$660K
Net Income	-$212K
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 $28.3B · 100,400
Exxonmobil Pension Plan $12.1B · 22,000
Chevron Retirement Plan $9.7B · 21,297
Shell Pension Plan $9.7B · 12,688
Caterpillar Inc. Retirement Income Plan $9.2B · 11,498

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 Rock River Energy Services Co. Pension Plan and Trust in IL at $4M (this filing: $4M).

Closest by plan assets

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

Rock River Energy Services Co. Pension Plan and Trust (IL) $4M · 3
Barnesville Hospital Association, Inc. Retirement Plan (OH) $4M · 51
Fox Jess, Inc. Defined Benefit Pension Plan (NJ) $4M · 4
General Devices Company, Inc. Employees' Pension Plan (IN) $4M · 36

DOL Form 5500 plan year 2024. 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 2024? ▼

Bariatrics of Texas Defined Benefit Plan pulled back noticeably - down 5.7% during 2024, from $4M to $4M. Reported net income was -$212K.

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 Rock River Energy Services Co. Pension Plan and Trust in IL ($4M, 3 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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