401(k) · DOL Form 5500 · 2023

Petrus Trust Company, Lta 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
98
Participants Small participant base
86th
Percentile by assets National rank
$547,905
Avg per participant High balance/head
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Official DOL plan name: Perot Employee Retirement Savings Plan · Sponsored by Petrus Trust Company, Lta · Texas · Finance & Insurance

$54M in assets, 98 participants

Petrus Trust Company, Lta's Perot Employee Retirement Savings Plan reported $54M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,996 in Finance & Insurance (8,869 peers)

Where Perot Employee Retirement Savings Plan sits by assets

Perot Employee Retirement Savings Plan sits in the top quartile of all filed plans by assets, $54M for 98 participants (~$547,905/participant), up 10.0% in 2023.

#6,996
in Finance & Insurance (8,869 peers)
+10.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Perot Employee Retirement Savings Plan's outsized position by total assets

Perot Employee Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$53,694,675 Top 14% higher than 86% of 127,068 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 2023

Perot Employee Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Perot Employee Retirement Savings Plan is a small filing (98 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 800168836 · Petrus Trust Company, Lta PY 2023 · 401(k)

Perot Employee Retirement Savings Plan · $54M · 98 · 86th

  • PART $54M
  • TYPE 98
  • NET 86th
  • BOOK 401(k)
  • VS-ST near Bobby Rahal Automotive Group 401(k) Plan
  • BOY ind #6996

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 Finance & Insurance retirement plans → · Plans in Texas →

Perot Employee Retirement Savings Plan in the asset neighbourhood

Bobby Rahal Automotive Group 401(k) PlanBobby Rahal Automotive Group…$54MCasto Management Services, Inc. Savings and Retirement PlanCasto Management Services, I…$54MHeaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried EmployeesHeaven Hill Distilleries, In…$54MWestern Region Retirement Trust 401(k) and Regular Profit Sharing PlanWestern Region Retirement Tr…$54MPerot Employee Retirement Savings PlanPerot Employee Retirement Sa…$54M
End-of-year total assets ($M) among Perot Employee Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$54M
Net Income$5M
Employer EIN800168836
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Petrus Trust Company, Lta)

Sponsor-wide plan assets over time

All Petrus Trust Company, Lta plans reported in each filing year

Latest sponsor-wide plan assets
$55M 2.370223862980826% vs 2023
2024 filing year
$53.5M$54M$54.5M$55M$55.5M 20232024 $53.7M $55M ▲ +2.4%
Year Plans Participants Total Assets
2023 1 98 $54M
2024 1 97 $55M

Nearby 401(k) Plans in Texas

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

Perot Employee Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Perot Employee Retirement Savings Plan, Total assets ($B): 0.053694675 · Participants: 98Perot Employee Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Perot Employee Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Perot Employee Retirement Savings Plan side-by-side with 3 peers →

Perot Employee Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bobby Rahal Automotive Group 401(k) Plan in PA ($54M); by covered participants it is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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.

Frequently Asked Questions

How did Perot Employee Retirement Savings Plan assets move in 2023? ▼
Perot Employee Retirement Savings Plan grew at a solid clip - up 10.0% during 2023, from $49M to $54M. Reported net income was $5M.
How have Petrus Trust Company, Lta plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Petrus Trust Company, Lta's sponsor-wide assets grew 2.4%, from $54M to $55M.
Where does Perot Employee Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Perot Employee Retirement Savings Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Perot Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bobby Rahal Automotive Group 401(k) Plan in PA ($54M, 895 participants).
Which 401(k) plans cover a similar participant headcount to Perot Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants, $81K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 800168836.

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.