401(k) · DOL Form 5500 · 2023

Txex Energy Investments, LLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
303
Participants Below avg headcount
80th
Percentile by assets National rank
$104,917
Avg per participant Below avg balance/head
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Official DOL plan name: Txex Energy Investments, LLC 401(k) Plan · Sponsored by Txex Energy Investments, LLC · Texas · Management of Enterprises

$32M in assets, 303 participants

Txex Energy Investments, LLC's Txex Energy Investments, LLC 401(k) Plan reported $32M in total assets and 303 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #690 in Management of Enterprises (1,137 peers)

Coverage in Texas

Txex Energy Investments, LLC 401(k) Plan covers 303 participants in Texas, about 44% of the average Texas filer (state average ~688 per filing). Assets: $32M.

#690
in Management of Enterprises (1,137 peers)
+15.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Txex Energy Investments, LLC 401(k) Plan's outsized position by total assets

Txex Energy Investments, LLC 401(k) Plan vs every filed plan by assets

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

$31,789,786 Top 20% higher than 80% 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

Txex Energy Investments, LLC 401(k) 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. Txex Energy Investments, LLC 401(k) Plan sits mid-pack in the medium band (303 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Txex Energy Investments, LLC 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Txex Energy Investments, LLC 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Txex Energy Investments, LLC 401(k) Plan reported participants rose from 292 in the plan year 2022 filing to 303 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 475080901 · Txex Energy Investments, LLC PY 2023 · 401(k)

Txex Energy Investments, LLC 401(k) Plan · $32M · 303 · 80th

  • PART $32M
  • PART 303
  • PART 80th
  • PART 401(k)
  • PART near Rmci 401(k) Profit Sharing Plan and Trust
  • PART ind #690

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 Management of Enterprises retirement plans → · Plans in Texas →

Txex Energy Investments, LLC 401(k) Plan in the asset neighbourhood

Txex Energy Investments, LLC 401(k) PlanTxex Energy Investments, LLC…$32MRmci 401(k) Profit Sharing Plan and TrustRmci 401(k) Profit Sharing P…$32MSpangler Candy Company 401(k) Savings PlanSpangler Candy Company 401(k…$32MHp Communications, Inc. 401(k) PlanHp Communications, Inc. 401(…$32MKennedy Wilson 401(k) Plan$32M
End-of-year total assets ($M) among Txex Energy Investments, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$4M
Employer EIN475080901
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Txex Energy Investments, LLC)

Sponsor-wide plan assets over time

All Txex Energy Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$38M 38.57073595399928% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.6M $38.3M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 292 $28M
2023 1 303 $32M
2024 1 357 $38M

Nearby 401(k) Plans in Texas

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

Txex Energy Investments, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Txex Energy Investments, LLC 401(k) Plan, Total assets ($B): 0.031789786 · Participants: 303Txex Energy Investments, LLC 401(k) 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
Txex Energy Investments, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Txex Energy Investments, LLC 401(k) Plan side-by-side with 3 peers →

Txex Energy Investments, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Rmci 401(k) Profit Sharing Plan and Trust in VA ($32M); by covered participants it is Wm. a. Straub, Inc. 401(k) Plan in MO (303 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (303 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 Txex Energy Investments, LLC 401(k) Plan assets move in 2023? ▼
Txex Energy Investments, LLC 401(k) Plan grew sharply - up 15.1% during 2023, from $28M to $32M. Reported net income was $4M.
How have Txex Energy Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Txex Energy Investments, LLC's sponsor-wide assets grew 38.6%, from $28M to $38M.
Where does Txex Energy Investments, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Txex Energy Investments, LLC 401(k) Plan ranks in the 80th 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 Txex Energy Investments, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rmci 401(k) Profit Sharing Plan and Trust in VA ($32M, 183 participants).
Which 401(k) plans cover a similar participant headcount to Txex Energy Investments, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wm. a. Straub, Inc. 401(k) Plan in MO (303 participants, $7M 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 475080901.

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.