401(k) · DOL Form 5500 · 2022

Quadvest, LP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
75
Participants Small participant base
47th
Percentile by assets National rank
$57,304
Avg per participant Low balance/head
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Official DOL plan name: Quadvest 401(k) Plan · Sponsored by Quadvest, LP · Texas · Utilities

$4M in assets, 75 participants

Quadvest, LP's Quadvest 401(k) Plan reported $4M in total assets and 75 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #139 in Utilities (738 peers)

Utilities sector rank

Within Utilities, Quadvest 401(k) Plan ranks #139 of 738 2022 filers by assets (12493% of the sector average)-$4M for 75 participants.

#139
in Utilities (738 peers)
-9.7%
assets change YoY

The plan reported a net loss of $461K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Quadvest 401(k) Plan's mid-pack asset rank among Utilities and all filers

Quadvest 401(k) Plan vs every filed plan by assets

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

$4,297,801 47th percentile higher than 47% 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

Quadvest 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Quadvest 401(k) Plan is a small filing (75 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 742124371 · Quadvest, LP PY 2022 · 401(k)

Quadvest 401(k) Plan · $4M · 75 · 47th

  • BOOK $4M
  • BOOK 75
  • BOOK 47th
  • BOOK 401(k)
  • BOOK near Plastic Surgery of Palm Beach, P. a. 401(k) Profit Sharing Plan
  • BOOK ind #139

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 →

Quadvest 401(k) Plan in the asset neighbourhood

Quadvest 401(k) Plan$4MPlastic Surgery of Palm Beach, P. a. 401(k) Profit Sharing PlanPlastic Surgery of Palm Beac…$4MMayhew Steel/Deerfield Packaging Retirement Benefit PlanMayhew Steel/Deerfield Packa…$4MDaniel Island Golf Club 401(k) Profit Sharing PlanDaniel Island Golf Club 401(…$4MYoungsoft, Inc. 401(k) Plan$4M
End-of-year total assets ($M) among Quadvest 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utilities filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$461K
Employer EIN742124371
Plan Effective Date2012-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Quadvest, LP)

Sponsor-wide plan assets over time

All Quadvest, LP plans reported in each filing year

Latest sponsor-wide plan assets
$7M 68.18512536992755% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.3M $7.23M ▲ +68.1%
Year Plans Participants Total Assets
2022 1 75 $4M
2023 1 80 $6M
2024 1 86 $7M

Nearby 401(k) Plans in Texas

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

Quadvest 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Quadvest 401(k) Plan, Total assets ($B): 0.004297801 · Participants: 75Quadvest 401(k) 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
Quadvest 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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

Outside Texas, the nearest 401(k) by assets is Plastic Surgery of Palm Beach, P. a. 401(k) Profit Sharing Plan in FL ($4M); by covered participants it is The Miller Timber Services Inc Retirement Plan in OR (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Quadvest 401(k) Plan assets move in 2022?
Quadvest 401(k) Plan pulled back noticeably - down 9.7% during 2022, from $5M to $4M. Reported net income was -$461K.
How have Quadvest, LP plan assets changed over time?
Across 3 plan years on file (2022-2024), Quadvest, LP's sponsor-wide assets grew 68.2%, from $4M to $7M.
Which 401(k) plans are similar in size to Quadvest 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Plastic Surgery of Palm Beach, P. a. 401(k) Profit Sharing Plan in FL ($4M, 38 participants).
Which 401(k) plans cover a similar participant headcount to Quadvest 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Miller Timber Services Inc Retirement Plan in OR (75 participants, $5M in assets).