401(k) · DOL Form 5500 · 2022

Sam Houston Electric Cooperative, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
159
Participants Small participant base
84th
Percentile by assets National rank
$203,486
Avg per participant Above avg balance/head
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Official DOL plan name: Sam Houston Electric Cooperative, Inc. Pension Plan · Sponsored by Sam Houston Electric Cooperative, Inc. · Texas · Utilities

$32M in assets, 159 participants

Sam Houston Electric Cooperative, Inc.'s Sam Houston Electric Cooperative, Inc. Pension Plan reported $32M in total assets and 159 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #358 in Utilities (738 peers)

Coverage in Texas

Sam Houston Electric Cooperative, Inc. Pension Plan covers 159 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $32M.

#358
in Utilities (738 peers)
-17.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sam Houston Electric Cooperative, Inc. Pension Plan's outsized position by total assets

Sam Houston Electric Cooperative, Inc. Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$32,354,216 Top 16% higher than 84% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Sam Houston Electric Cooperative, Inc. Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sam Houston Electric Cooperative, Inc. Pension Plan sits mid-pack in the medium band (159 participants).

Published 5500 schedule card

Filing strip 740695563 · Sam Houston Electric Cooperative, Inc. PY 2022 · 401(k)

Sam Houston Electric Cooperative, Inc. Pension Plan · $32M · 159 · 84th

  • TYPE $32M
  • TYPE 159
  • TYPE 84th
  • TYPE 401(k)
  • TYPE near Parker Mccay, P.a. Savings Plan
  • TYPE ind #358

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 Utilities retirement plans → · Plans in Texas →

Sam Houston Electric Cooperative, Inc. Pension Plan in the asset neighbourhood

Onepoint Hro, LLC Multiple Employer 401(k) PlanOnepoint Hro, LLC Multiple E…$32MSam Houston Electric Cooperative, Inc. Pension PlanSam Houston Electric Coopera…$32MParker Mccay, P.a. Savings PlanParker Mccay, P.a. Savings P…$32MSierra Bravo Corporation 401(k) PlanSierra Bravo Corporation 401…$32MSpire 401(k) Plan$32M
End-of-year total assets ($M) among Sam Houston Electric Cooperative, Inc. Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$32M
Net Income-$7M
Employer EIN740695563
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sam Houston Electric Cooperative, Inc.)

Sponsor-wide plan assets over time

All Sam Houston Electric Cooperative, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 12.285530269069108% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $32.4M $36.3M ▲ +12.3%
Year Plans Participants Total Assets
2022 1 159 $32M
2023 1 163 $34M
2024 1 177 $36M

Nearby 401(k) Plans in Texas

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

Sam Houston Electric Cooperative, Inc. Pension Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Sam Houston Electric Cooperative, Inc. Pension Plan, Total assets ($B): 0.032354216 · Participants: 159Sam Houston Electric Cooperative, Inc. Pension PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Sam Houston Electric Cooperative, Inc. Pension Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sam Houston Electric Cooperative, Inc. Pension Plan side-by-side with 3 peers →

Sam Houston Electric Cooperative, Inc. Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Parker Mccay, P.a. Savings Plan in NJ ($32M); by covered participants it is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (159 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (159 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sam Houston Electric Cooperative, Inc. Pension Plan assets move in 2022? ▼
Sam Houston Electric Cooperative, Inc. Pension Plan declined sharply - down 17.3% during 2022, from $39M to $32M. Reported net income was -$7M.
How have Sam Houston Electric Cooperative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sam Houston Electric Cooperative, Inc.'s sponsor-wide assets grew 12.3%, from $32M to $36M.
Where does Sam Houston Electric Cooperative, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Sam Houston Electric Cooperative, Inc. Pension Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sam Houston Electric Cooperative, Inc. Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Parker Mccay, P.a. Savings Plan in NJ ($32M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Sam Houston Electric Cooperative, Inc. Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (159 participants, $171K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 740695563.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.