· 2022–2024 · DOL EFAST2

Dallas Scottish Rite Bodies — Retirement Plan for, Form 5500 (2024)

Original filing (PDF)20260206105825NAL0009296626001

Dallas Scottish Rite Bodies

Form 5500-SF

FILING_RECEIVED

Retirement Plan for the Employees of Dallas Scottish Rite Bodies

Defined-benefit pension plan · Dallas Scottish Rite Bodies' Retirement Plan for the Employees of Dallas Scottish Rite Bodies held $444K in plan assets for 2 participants in 2024.

Active participants

2

Accounts w/ balance

—

Plan assets (EOY)

$444K

Net assets (EOY)

$444K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

75

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DALLAS SCOTTISH RITE BODIES.

Plan sponsor

Name

DALLAS SCOTTISH RITE BODIES

EIN

75-0224893all filings

Address

500 S. HARWOOD STREET · DALLAS, TX · 752016210

Phone

(214) 748-9196

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-02-06

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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