401(k) · DOL Form 5500 · 2022

ERCOT 401(k) Plan

Data updated 2026-08-25

$331M
Total assets Above avg plan size
763
Participants Near avg headcount
97th
Percentile by assets National rank
$433,746
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Electric Reliability Council of Texas 401(k) Savings Plan · Sponsored by ERCOT · Texas · Utilities

$331M in assets, 763 participants

ERCOT's Electric Reliability Council of Texas 401(k) Savings Plan reported $331M in total assets and 763 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #583 in Utilities (738 peers)

Where Electric Reliability Council of Texas 401(k) Savings Plan sits by assets

Electric Reliability Council of Texas 401(k) Savings Plan sits in the top 5% of all filed plans by assets, $331M for 763 participants (~$433,746/participant), down 17.0% in 2022.

#583
in Utilities (738 peers)
-17.0%
assets change YoY
3.3×
vs typical plan assets (national mean)

The plan reported a net loss of $68M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Electric Reliability Council of Texas 401(k) Savings Plan's outsized position by total assets

Electric Reliability Council of Texas 401(k) Savings Plan vs every filed plan by assets

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

$330,947,869 Top 3% higher than 97% 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

Electric Reliability Council of Texas 401(k) Savings 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. Electric Reliability Council of Texas 401(k) Savings Plan sits mid-pack in the medium band (763 participants).

EBSA filing schedule strip

Filing strip 742587416 · ERCOT PY 2022 · 401(k)

Electric Reliability Council of Texas 401(k) Savings Plan · $331M · 763 · 97th

  • EIN $331M
  • EIN 763
  • EIN 97th
  • EIN 401(k)
  • EIN near Duane Morris Employee Incentive Savings 401(k) Plan
  • EIN ind #583

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 →

Electric Reliability Council of Texas 401(k) Savings Plan in the asset neighbourhood

Duane Morris Employee Incentive Savings 401(k) PlanDuane Morris Employee Incent…$331MElectric Reliability Council of Texas 401(k) Savings PlanElectric Reliability Council…$331MAlyeska Pipeline Service Company Savings and Investment Plan for Operating Company EmployeesAlyeska Pipeline Service Com…$331MLg Electronics Retirement PlanLg Electronics Retirement Pl…$331MSgh Profit Sharing & 401(k) Plan and TrustSgh Profit Sharing & 401(k) …$330M
End-of-year total assets ($M) among Electric Reliability Council of Texas 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$399M
Net Assets (End of Year)$331M
Net Income-$68M
Employer EIN742587416
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ERCOT)

Sponsor-wide plan assets over time

All ERCOT plans reported in each filing year

Latest sponsor-wide plan assets
$465M 40.48422865052502% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $331M $465M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 763 $331M
2023 1 784 $396M
2024 1 890 $465M

Nearby 401(k) Plans in Texas

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

Electric Reliability Council of Texas 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Electric Reliability Council of Texas 401(k) Savings Plan, Total assets ($B): 0.330947869 · Participants: 763Electric Reliability Council of Texas 401(k) Savings 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
Electric Reliability Council of Texas 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Electric Reliability Council of Texas 401(k) Savings Plan side-by-side with 3 peers →

Electric Reliability Council of Texas 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Duane Morris Employee Incentive Savings 401(k) Plan in PA ($331M); by covered participants it is Systems Unlimited, Inc. 401(k) Plan in IA (763 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (763 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 Electric Reliability Council of Texas 401(k) Savings Plan assets move in 2022? ▼
Electric Reliability Council of Texas 401(k) Savings Plan declined sharply - down 17.0% during 2022, from $399M to $331M. Reported net income was -$68M.
How have ERCOT plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), ERCOT's sponsor-wide assets grew 40.5%, from $331M to $465M.
Where does Electric Reliability Council of Texas 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Electric Reliability Council of Texas 401(k) Savings Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Electric Reliability Council of Texas 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Duane Morris Employee Incentive Savings 401(k) Plan in PA ($331M, 1,246 participants).
Which 401(k) plans cover a similar participant headcount to Electric Reliability Council of Texas 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Systems Unlimited, Inc. 401(k) Plan in IA (763 participants, $9M 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 742587416.

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.