401(k) · DOL Form 5500 · 2022
District Energy Holdings LLC 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 98
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $133,984
- Avg per participant Near avg balance/head
Official DOL plan name: District Energy Holdings 401(k) Plan · Sponsored by District Energy Holdings LLC · Texas · Utilities
$13M in assets, 98 participants
District Energy Holdings LLC's District Energy Holdings 401(k) Plan reported $13M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #242 in Utilities (738 peers)
Utilities sector rank
Within Utilities, District Energy Holdings 401(k) Plan ranks #242 of 738 2022 filers by assets (4089% of the sector average)-$13M for 98 participants.
- #242
- in Utilities (738 peers)
- -19.4%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
District Energy Holdings 401(k) Plan's outsized position by total assets
District Energy Holdings 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,130,458 Top 30% higher than 70% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
District Energy Holdings 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. District Energy Holdings 401(k) Plan is a small filing (98 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 464148018 · District Energy Holdings LLC PY 2022 · 401(k)
District Energy Holdings 401(k) Plan · $13M · 98 · 70th
- PCT $13M
- EIN 98
- RANK 70th
- PHOTO 401(k)
- IND near Capital Resin Corporation 401(k) Plan
- EOY ind #242
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 →
District Energy Holdings 401(k) Plan in the asset neighbourhood
Utilities filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$3M |
| Employer EIN | 464148018 |
| Plan Effective Date | 2009-12-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (District Energy Holdings LLC)
Sponsor-wide plan assets over time
All District Energy Holdings LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 46.92789086260357% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 98 | $13M |
| 2023 | 1 | 125 | $17M |
| 2024 | 1 | 125 | $19M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
District Energy Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Capital Resin Corporation 401(k) Plan in OH ($13M); by covered participants it is Sierra7 401(k) Plan in VA (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Capital Resin Corporation 401(k) Plan (OH) $13M · 94
- C&c Sales, Inc. Profit Sharing Plan (KS) $13M · 152
- Campbell Group Associates, LLC 401(k) Profit Sharing Plan (NJ) $13M · 253
- Avd 401(k) Plan (CA) $13M · 431
Similar participant headcount
Nearest other-state filings by covered participants (98 participants); asset peers above are excluded.
- Sierra7 401(k) Plan (VA) 98 · 0 off
- A Pocono Country Place Propert 401(k) Profit Sharing Plan & Trust (PA) 98 · 0 off
- Oncocyte 401(k) Plan (CA) 98 · 0 off
- Fnb 401(k) Employee Stock Ownership Plan (WY) 98 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.