401(k) · DOL Form 5500 · 2023

Port Terminal Railroad Association 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
321
Participants Below avg headcount
72nd
Percentile by assets National rank
$61,425
Avg per participant Low balance/head
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Official DOL plan name: Port Terminal Railroad Association Thrift Plan · Sponsored by Port Terminal Railroad Association · Texas · Transportation & Warehousing

$20M in assets, 321 participants

Port Terminal Railroad Association's Port Terminal Railroad Association Thrift Plan reported $20M in total assets and 321 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #2,419 in Transportation & Warehousing (3,362 peers)

Coverage in Texas

Port Terminal Railroad Association Thrift Plan covers 321 participants in Texas, about 47% of the average Texas filer (state average ~688 per filing). Assets: $20M.

#2,419
in Transportation & Warehousing (3,362 peers)
+12.5%
assets growth YoY

Port Terminal Railroad Association Thrift Plan's outsized position by total assets

Port Terminal Railroad Association Thrift Plan vs every filed plan by assets

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

$19,717,398 Top 28% higher than 72% 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

Port Terminal Railroad Association Thrift Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Port Terminal Railroad Association Thrift Plan sits mid-pack in the medium band (321 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Port Terminal Railroad Association Thrift Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Port Terminal Railroad Association Thrift Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Port Terminal Railroad Association Thrift Plan reported participants rose from 314 in the plan year 2022 filing to 321 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 746001322 · Port Terminal Railroad Association PY 2023 · 401(k)

Port Terminal Railroad Association Thrift Plan · $20M · 321 · 72nd

  • PHOTO $20M
  • IND 321
  • EOY 72nd
  • 5500 401(k)
  • ASSETS near North Shore Bank 401(k) Plan
  • PCT ind #2419

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 Transportation & Warehousing retirement plans → · Plans in Texas →

Port Terminal Railroad Association Thrift Plan in the asset neighbourhood

Port Terminal Railroad Association Thrift PlanPort Terminal Railroad Assoc…$20MNorth Shore Bank 401(k) Plan$20MAllen Aircraft Products, Inc. 401(k) Profit Sharing PlanAllen Aircraft Products, Inc…$20MPlanet Technologies 401(k) PlanPlanet Technologies 401(k) P…$20MRed Roof Franchising, LLC 401(k) Savings PlanRed Roof Franchising, LLC 40…$20M
End-of-year total assets ($M) among Port Terminal Railroad Association Thrift Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN746001322
Plan Effective Date1988-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Port Terminal Railroad Association)

Sponsor-wide plan assets over time

All Port Terminal Railroad Association plans reported in each filing year

Latest sponsor-wide plan assets
$21M 17.523473009333753% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $17.5M $20.6M ▲ +17.5%
Year Plans Participants Total Assets
2022 1 314 $18M
2023 1 321 $20M
2024 1 295 $21M

Nearby 401(k) Plans in Texas

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

Port Terminal Railroad Association Thrift Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Port Terminal Railroad Association Thrift Plan, Total assets ($B): 0.019717398 · Participants: 321Port Terminal Railroad Association Thrift 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
Port Terminal Railroad Association Thrift Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Port Terminal Railroad Association Thrift Plan side-by-side with 3 peers →

Port Terminal Railroad Association Thrift Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is North Shore Bank 401(k) Plan in MN ($20M); by covered participants it is Sun City Summerlin Community Association, Inc. 401(k) Plan in NV (321 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

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 Port Terminal Railroad Association Thrift Plan assets move in 2023? ▼
Port Terminal Railroad Association Thrift Plan grew at a solid clip - up 12.5% during 2023, from $18M to $20M. Reported net income was $2M.
How have Port Terminal Railroad Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Port Terminal Railroad Association's sponsor-wide assets grew 17.5%, from $18M to $21M.
Which 401(k) plans are similar in size to Port Terminal Railroad Association Thrift Plan? ▼
Among 401(k) plans in other states, the closest by assets is North Shore Bank 401(k) Plan in MN ($20M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Port Terminal Railroad Association Thrift Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sun City Summerlin Community Association, Inc. 401(k) Plan in NV (321 participants, $4M 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 746001322.

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.