401(k) · DOL Form 5500 · 2022

Txex Energy Investments, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
292
Participants Below avg headcount
82nd
Percentile by assets National rank
$94,624
Avg per participant Below avg balance/head
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Official DOL plan name: Txex Energy Investments, LLC 401(k) Plan · Sponsored by Txex Energy Investments, LLC · Texas · Utilities

$28M in assets, 292 participants

Txex Energy Investments, LLC's Txex Energy Investments, LLC 401(k) Plan reported $28M in total assets and 292 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #336 in Utilities (738 peers)

Coverage in Texas

Txex Energy Investments, LLC 401(k) Plan covers 292 participants in Texas, about 42% of the average Texas filer (state average ~688 per filing). Assets: $28M.

#336
in Utilities (738 peers)
-12.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Txex Energy Investments, LLC 401(k) Plan's outsized position by total assets

Txex Energy Investments, LLC 401(k) Plan vs every filed plan by assets

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

$27,630,178 Top 18% higher than 82% 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

Txex Energy Investments, LLC 401(k) 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. Txex Energy Investments, LLC 401(k) Plan sits mid-pack in the medium band (292 participants).

DOL schedule card

Filing strip 475080901 · Txex Energy Investments, LLC PY 2022 · 401(k)

Txex Energy Investments, LLC 401(k) Plan · $28M · 292 · 82nd

  • EBSA $28M
  • EBSA 292
  • EBSA 82nd
  • EBSA 401(k)
  • EBSA near Olympus Holdings, LLC & Affiliates 401(k) Plan
  • EBSA ind #336

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 →

Txex Energy Investments, LLC 401(k) Plan in the asset neighbourhood

Geiger Group 401(k) Plan$28MTxex Energy Investments, LLC 401(k) PlanTxex Energy Investments, LLC…$28MOlympus Holdings, LLC & Affiliates 401(k) PlanOlympus Holdings, LLC & Affi…$28MBonnier Corporation 401(k) Retirement Savings PlanBonnier Corporation 401(k) R…$28MHedgeserv Corporation 401(k) PlanHedgeserv Corporation 401(k)…$28M
End-of-year total assets ($M) among Txex Energy Investments, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$28M
Net Income-$4M
Employer EIN475080901
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Txex Energy Investments, LLC)

Sponsor-wide plan assets over time

All Txex Energy Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$38M 38.57073595399928% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.6M $38.3M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 292 $28M
2023 1 303 $32M
2024 1 357 $38M

Nearby 401(k) Plans in Texas

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

Txex Energy Investments, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Txex Energy Investments, LLC 401(k) Plan, Total assets ($B): 0.027630178 · Participants: 292Txex Energy Investments, LLC 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
Txex Energy Investments, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Txex Energy Investments, LLC 401(k) Plan side-by-side with 3 peers →

Txex Energy Investments, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Olympus Holdings, LLC & Affiliates 401(k) Plan in NJ ($28M); by covered participants it is Techsource, Inc. 401(k) Profit Sharing Plan in NM (292 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (292 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 Txex Energy Investments, LLC 401(k) Plan assets move in 2022? ▼
Txex Energy Investments, LLC 401(k) Plan pulled back noticeably - down 12.8% during 2022, from $32M to $28M. Reported net income was -$4M.
How have Txex Energy Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Txex Energy Investments, LLC's sponsor-wide assets grew 38.6%, from $28M to $38M.
Where does Txex Energy Investments, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Txex Energy Investments, LLC 401(k) Plan ranks in the 82nd 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 Txex Energy Investments, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Olympus Holdings, LLC & Affiliates 401(k) Plan in NJ ($28M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Txex Energy Investments, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Techsource, Inc. 401(k) Profit Sharing Plan in NM (292 participants, $10M 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 475080901.

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.