Money Purchase · DOL Form 5500 · 2023
Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Plan
Data updated 2026-08-25
- $629K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $89,806
- Avg per participant Below avg balance/head
Official DOL plan name: Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust · Sponsored by Houston Co. Water Control & Improvement Dist. No. 1 · Texas · Utilities
$629K in assets, 7 participants
Houston Co. Water Control & Improvement Dist. No. 1's Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust reported $629K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.
- #35 in Utilities (721 peers)
What the 2023 filing shows
Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust holds $629K for 7 participants - about $89,806 per participant, among the smaller plans by assets on file.
- #35
- in Utilities (721 peers)
- -4.3%
- assets change YoY
The plan reported a net loss of $28K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust among the smaller filed plans by assets
Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$628,639 20th percentile higher than 20% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust reported net income fell from $65K in the plan year 2022 filing to -$28K in the plan year 2023 filing.
- Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.
- Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust end-of-year assets fell from $657K in the plan year 2022 filing to $629K in the plan year 2023 filing.
DOL schedule card
Filing strip 751299628 · Houston Co. Water Control & Improvement Dist. No. 1 PY 2023 · Money Purchase
Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust · $629K · 7 · 20th
- IND $629K
- EOY 7
- 5500 20th
- ASSETS Money Purchase
- PCT near Software Plus Money Purchase
- EIN ind #35
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 →
Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $657K |
|---|---|
| Net Assets (End of Year) | $629K |
| Net Income | -$28K |
| Employer EIN | 751299628 |
| Plan Effective Date | 1981-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Houston Co. Water Control & Improvement Dist. No. 1)
Sponsor-wide plan assets over time
All Houston Co. Water Control & Improvement Dist. No. 1 plans reported in each filing year
- Latest sponsor-wide plan assets
- $698K 6.37841592060412% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $657K |
| 2023 | 1 | 7 | $629K |
| 2024 | 1 | 7 | $698K |
Nearby Money Purchase Plans in Texas
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Occidental Petroleum Corporation Retirement Plan $1.1B · 8,018
- Alcon Retirement Plan $974M · 9,494
- William Marsh Rice University Defined Contribution Retirement Plan $831M · 6,776
- Apache Corporation Money Purchase Retirement Plan $245M · 1,452
- Greater Texas IBEW NECA Annuity Plan $146M · 1,683
Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust's out-of-state Money Purchase peers by assets and headcount
Outside Texas, the nearest Money Purchase by assets is Software Plus Money Purchase in MI ($628K); by covered participants it is South Mesa Water Company Amended and Restated Money Purchase Plan in CA (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($629K here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.