401(k) · DOL Form 5500 · 2022

ERCOT 401(k) Plan

Data updated 2026-08-11

$331M
Total assets
763
Participants
97th
Percentile by assets
$433,746
Avg per participant
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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.

  • 97th percentile by assets (of 139,126 plans)
  • #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.

$331M
total plan assets (2022 EOY)
763
covered participants
97th
percentile by assets (of 139,126 plans)
$433,746
avg assets per participant

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.

State
Industry

Electric Reliability Council of Texas 401(k) Savings Plan vs the 2022 asset distribution

By assets, Electric Reliability Council of Texas 401(k) Savings Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.3x the national average plan size of $100M (721 average participants).

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)

$300M$350M$400M$450M$500M 202220232024 $331M $465M ▲ +40.5%
Total plan assets by year, all ERCOT plans on file
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

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…AT&T Retirement Savi…Exxonmobil Savings P…Caterpillar 401(k) S…American Airlines, I…Dell Inc. 401(k) Plan
Electric Reliability Council of Texas 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Electric Reliability Council of Texas 401(k) Savings Plan by total assets, not by location.

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).

Next read for Electric Reliability Council of Texas 40…

Scale reading

Ways to act on Electric Reliability Council of Texas 401(k) Savings Plan's numbers.

  • By total assets, Electric Reliability Council of Texas 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
  • ERCOT's sponsor-wide assets have grown 40.5% since 2022 across 3 plan years on file. More Utilities plans