401(k) · DOL Form 5500 · 2022
Society of Petroleum Engineers (Spe), Inc. 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 133
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $202,919
- Avg per participant Above avg balance/head
Official DOL plan name: Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan · Sponsored by Society of Petroleum Engineers (Spe), Inc. · Texas · Educational Services
$27M in assets, 133 participants
Society of Petroleum Engineers (Spe), Inc.'s Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan reported $27M in total assets and 133 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #2,687 in Educational Services (4,024 peers)
Coverage in Texas
Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan covers 133 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $27M.
- #2,687
- in Educational Services (4,024 peers)
- -14.3%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan's outsized position by total assets
Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$26,988,245 Top 19% higher than 81% 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
Society of Petroleum Engineers (Spe), Inc. Retirement Income 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. Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan sits mid-pack in the medium band (133 participants).
Published 5500 schedule card
Filing strip 752001539 · Society of Petroleum Engineers (Spe), Inc. PY 2022 · 401(k)
Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan · $27M · 133 · 81st
- 5500 $27M
- ASSETS 133
- PCT 81st
- EIN 401(k)
- RANK near Upa 401(k) Savings Plan
- PHOTO ind #2687
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 Educational Services retirement plans → · Plans in Texas →
Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$5M |
| Employer EIN | 752001539 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Society of Petroleum Engineers (Spe), Inc.)
Sponsor-wide plan assets over time
All Society of Petroleum Engineers (Spe), Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 9.415525166604942% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 133 | $27M |
| 2023 | 1 | 129 | $29M |
| 2024 | 1 | 128 | $30M |
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
Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Upa 401(k) Savings Plan in TN ($27M); by covered participants it is Ari Retirement Plan in IL (133 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Upa 401(k) Savings Plan (TN) $27M · 902
- Evi Industries, Inc. 401(k) Plan (FL) $27M · 467
- Kerberrose S.C. 401(k) Profit Sharing Plan (WI) $27M · 214
- Exemplis LLC 401(k) Savings Plan (CA) $27M · 514
Similar participant headcount
Nearest other-state filings by covered participants (133 participants); asset peers above are excluded.
- Ari Retirement Plan (IL) 133 · 0 off
- Voyetra Turtle Beach 401(k) Plan (NY) 133 · 0 off
- Grane Healthcare Company Collectively Bargained 401(k) Plan (PA) 133 · 0 off
- Four Seasons Orthopedic Center, PA 401(k) Plan (NH) 133 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.