401(k) · DOL Form 5500 · 2024

Dallas Arboretum 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 158
Participants Small participant base: 55th
Percentile by assets National rank: $61,514
Avg per participant Low balance/head

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Official DOL plan name: Dallas Arboretum 401(k) Plan · Sponsored by Dallas Arboretum · Texas · Arts, Entertainment & Recreation

$10M in assets, 158 participants

Dallas Arboretum's Dallas Arboretum 401(k) Plan reported $10M in total assets and 158 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

#2,097 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in Texas

Dallas Arboretum 401(k) Plan covers 158 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $10M.

#2,097
in Arts, Entertainment & Recreation (2,921 peers): +23.3%
assets growth YoY

Dallas Arboretum 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Dallas Arboretum 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,719,153 Top 45% higher than 55% 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

Dallas Arboretum 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dallas Arboretum 401(k) Plan sits mid-pack in the medium band (158 participants).

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%)

Dallas Arboretum 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Dallas Arboretum 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Dallas Arboretum 401(k) Plan reported participants fell from 165 in the plan year 2023 filing to 158 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 237375815 · Dallas Arboretum PY 2024 · 401(k)

Dallas Arboretum 401(k) Plan · $10M · 158 · 55th

BOY $10M
SCH 158
EBSA 55th
PART 401(k)
TYPE near The Hotwire US 401(k) Plan
NET ind #2097

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 Arts, Entertainment & Recreation retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Dallas Arboretum 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$10M
Net Income	$2M
Employer EIN	237375815
Plan Effective Date	2002-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Dallas Arboretum)

Latest sponsor-wide plan assets: $10M 56.06097634603082% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	141	$6M
2023	1	165	$8M
2024	1	158	$10M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Dallas Arboretum 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Dallas Arboretum 401(k) Plan side-by-side with 3 peers →

Dallas Arboretum 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Hotwire US 401(k) Plan in CA ($10M); by covered participants it is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

The Hotwire US 401(k) Plan (CA) $10M · 87
Eugene Freezing & Storage Co. Profit Sharing Plan (OR) $10M · 70
Ehrhardts Lebanon, L.L.C. 401(k) Profit Sharing Plan (MO) $10M · 198
Rms Computer Corp 401(k) Plan (NY) $10M · 355

Similar participant headcount

Nearest other-state filings by covered participants (158 participants); asset peers above are excluded.

Supportive Healthcare, Inc 401(k) Plan (FL) 158 · 0 off
American Ambulance Service, Inc. Profit Sharing Plan (CT) 158 · 0 off
Schultes Precision Manufacturing 401(k) Plan (IL) 158 · 0 off
Buckles-Smith Electric Co. Savings and Investment Plan (CA) 158 · 0 off

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 Dallas Arboretum 401(k) Plan assets move in 2024? ▼

Dallas Arboretum 401(k) Plan grew sharply - up 23.3% during 2024, from $8M to $10M. Reported net income was $2M.

How have Dallas Arboretum plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Dallas Arboretum's sponsor-wide assets grew 56.1%, from $6M to $10M.

Which 401(k) plans are similar in size to Dallas Arboretum 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Hotwire US 401(k) Plan in CA ($10M, 87 participants).

Which 401(k) plans cover a similar participant headcount to Dallas Arboretum 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants, $277K in assets).

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 237375815.