Defined Benefit (Pension) · DOL Form 5500 · 2023

Pedernales Electric Cooperative, Inc. Pension Plan

Data updated 2026-08-25

$239M
Total assets Near avg plan size
183
Participants Below avg headcount
95th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan · Sponsored by Pedernales Electric Cooperative, Inc. · Texas · Utilities

$239M in assets, 183 participants

Pedernales Electric Cooperative, Inc.'s Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan reported $239M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #537 in Utilities (721 peers)

Coverage in Texas

Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan covers 183 participants in Texas, about 27% of the average Texas filer (state average ~688 per filing). Assets: $239M.

#537
in Utilities (721 peers)
+7.9%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan's outsized position by total assets

Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan vs every filed plan by assets

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

$238,936,299 Top 5% higher than 95% 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

Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement 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. Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan reported net income rose from -$59M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan reported participants fell from 200 in the plan year 2022 filing to 183 in the plan year 2023 filing.
  • Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan end-of-year assets rose from $221M in the plan year 2022 filing to $239M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 740828412 · Pedernales Electric Cooperative, Inc. PY 2023 · Defined Benefit (Pension)

Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan · $239M · 183 · 95th

  • IND $239M
  • IND 183
  • IND 95th
  • IND Defined Benefit (Pension)
  • IND near Ropes & Gray LLP Pension Plan
  • IND ind #537

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 →

Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan in the asset neighbourhood

Asbestos Workers Philadelphia Pension FundAsbestos Workers Philadelphi…$239MSpectrum Health Pension Plan$239MRopes & Gray LLP Pension Plan$239MPedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement PlanPedernales Electric Cooperat…$239MSolvay US Companies Pension PlanSolvay US Companies Pension …$238M
End-of-year total assets ($M) among Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$221M
Net Assets (End of Year)$239M
Net Income$18M
Employer EIN740828412
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pedernales Electric Cooperative, Inc.)

Sponsor-wide plan assets over time

All Pedernales Electric Cooperative, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$436M 19.950044175875263% vs 2022
2024 filing year
$350M$400M$450M 202220232024 $364M $436M ▲ +19.9%
Year Plans Participants Total Assets
2022 2 1,072 $364M
2023 2 1,080 $415M
2024 2 1,115 $436M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan, Total assets ($B): 0.238936299 · Participants: 183Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan side-by-side with 3 peers →

Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Ropes & Gray LLP Pension Plan in MA ($239M); by covered participants it is Bethpage Federal Credit Union Pension Plan in NY (183 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($239M here).

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan assets move in 2023? ▼
Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan grew at a solid clip - up 7.9% during 2023, from $221M to $239M. Reported net income was $18M.
How have Pedernales Electric Cooperative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pedernales Electric Cooperative, Inc.'s sponsor-wide assets grew 20.0%, from $364M to $436M.
Where does Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan rank by assets among Form 5500 filers? ▼
Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ropes & Gray LLP Pension Plan in MA ($239M, 1,204 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bethpage Federal Credit Union Pension Plan in NY (183 participants, $105M 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 740828412.

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.