401(k) · DOL Form 5500 · 2023
Houston Distributing Company Inc. 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 396
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $73,544
- Avg per participant Below avg balance/head
Official DOL plan name: Houston Distributing Co. Inc. Tax Advantage Retirement Savings Plan · Sponsored by Houston Distributing Company Inc. · Texas · Wholesale Trade
$29M in assets, 396 participants
Houston Distributing Company Inc.'s Houston Distributing Co. Inc. Tax Advantage Retirement Savings Plan reported $29M in total assets and 396 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #4,912 in Wholesale Trade (6,309 peers)
Where Houston Distributing Co. Inc. Tax Advantage Retirement Savings Plan sits by assets
Houston Distributing Co. Inc. Tax Advantage Retirement Savings Plan sits in the top quartile of all filed plans by assets, $29M for 396 participants (~$73,544/participant), up 4.2% in 2023.
- #4,912
- in Wholesale Trade (6,309 peers)
- +4.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Houston Distributing Co. Inc. Tax Advantage Retirement Savings Plan's outsized position by total assets
Houston Distributing Co. Inc. Tax Advantage Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,123,397 Top 21% higher than 79% 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 Distributing Co. Inc. Tax Advantage Retirement Savings 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. Houston Distributing Co. Inc. Tax Advantage Retirement Savings Plan sits mid-pack in the medium band (396 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Houston Distributing Co. Inc. Tax Advantage Retirement Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Houston Distributing Co. Inc. Tax Advantage Retirement Savings Plan reported participants rose from 358 in the plan year 2022 filing to 396 in the plan year 2023 filing.
- Houston Distributing Co. Inc. Tax Advantage Retirement Savings Plan end-of-year assets rose from $28M in the plan year 2022 filing to $29M in the plan year 2023 filing.
DOL schedule card
Filing strip 741608783 · Houston Distributing Company Inc. PY 2023 · 401(k)
Houston Distributing Co. Inc. Tax Advantage Retirement Savings Plan · $29M · 396 · 79th
- 5500 $29M
- 5500 396
- 5500 79th
- 5500 401(k)
- 5500 near Truenorth 401(k) Plan
- 5500 ind #4912
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 Wholesale Trade retirement plans → · Plans in Texas →
Houston Distributing Co. Inc. Tax Advantage Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $1M |
| Employer EIN | 741608783 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Houston Distributing Company Inc.)
Sponsor-wide plan assets over time
All Houston Distributing Company Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 9.672071251120691% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 358 | $28M |
| 2023 | 1 | 396 | $29M |
| 2024 | 1 | 432 | $31M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Houston Distributing Co. Inc. Tax Advantage Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Truenorth 401(k) Plan in OH ($29M); by covered participants it is Integracare 401(k) Savings Plan in PA (396 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Truenorth 401(k) Plan (OH) $29M · 998
- R.S.M. Electron Power, Inc 401(k) Plan (NY) $29M · 269
- Horizon Telcom 401(k) Plan (OH) $29M · 246
- Igus Bearings, Inc. 401(k) Plan (RI) $29M · 407
Similar participant headcount
Nearest other-state filings by covered participants (396 participants); asset peers above are excluded.
- Integracare 401(k) Savings Plan (PA) 396 · 0 off
- Watson Realty Corp. 401(k) Plan (FL) 396 · 0 off
- Micrometl Corporation 401(k) Plan (IN) 396 · 0 off
- Southeast Christian Church Restated Retirement and Savings Plan (KY) 396 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.