401(k) · DOL Form 5500 · 2023

Sam Houston Electric Cooperative, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
163
Participants Small participant base
81st
Percentile by assets National rank
$210,699
Avg per participant Above avg balance/head
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Official DOL plan name: Sam Houston Electric Cooperative, Inc. Pension Plan · Sponsored by Sam Houston Electric Cooperative, Inc. · Texas · Utilities

$34M in assets, 163 participants

Sam Houston Electric Cooperative, Inc.'s Sam Houston Electric Cooperative, Inc. Pension Plan reported $34M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #326 in Utilities (721 peers)

Coverage in Texas

Sam Houston Electric Cooperative, Inc. Pension Plan covers 163 participants in Texas, about 24% of the average Texas filer (state average ~688 per filing). Assets: $34M.

#326
in Utilities (721 peers)
+6.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sam Houston Electric Cooperative, Inc. Pension Plan's outsized position by total assets

Sam Houston Electric Cooperative, Inc. Pension Plan vs every filed plan by assets

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

$34,343,901 Top 19% higher than 81% 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

Sam Houston Electric Cooperative, Inc. Pension 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. Sam Houston Electric Cooperative, Inc. Pension Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sam Houston Electric Cooperative, Inc. Pension Plan reported net income rose from -$7M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sam Houston Electric Cooperative, Inc. Pension Plan end-of-year assets rose from $32M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Sam Houston Electric Cooperative, Inc. Pension Plan reported participants rose from 159 in the plan year 2022 filing to 163 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 740695563 · Sam Houston Electric Cooperative, Inc. PY 2023 · 401(k)

Sam Houston Electric Cooperative, Inc. Pension Plan · $34M · 163 · 81st

  • EIN $34M
  • EIN 163
  • EIN 81st
  • EIN 401(k)
  • EIN near Astro Exterminating Services, Inc. 401(k) Plan
  • EIN ind #326

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 →

Sam Houston Electric Cooperative, Inc. Pension Plan in the asset neighbourhood

Nuaire, Inc. Employees' Profit Sharing and 401(k) PlanNuaire, Inc. Employees' Prof…$34MValley Pacific Petroleum Services Inc. 401(k) PlanValley Pacific Petroleum Ser…$34MSam Houston Electric Cooperative, Inc. Pension PlanSam Houston Electric Coopera…$34MAstro Exterminating Services, Inc. 401(k) PlanAstro Exterminating Services…$34MMccarthy Tire Service Company 401(k) Profit Sharing PlanMccarthy Tire Service Compan…$34M
End-of-year total assets ($M) among Sam Houston Electric Cooperative, Inc. Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$34M
Net Income$2M
Employer EIN740695563
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sam Houston Electric Cooperative, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$36M 12.285530269069108% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $32.4M $36.3M ▲ +12.3%
Year Plans Participants Total Assets
2022 1 159 $32M
2023 1 163 $34M
2024 1 177 $36M

Nearby 401(k) Plans in Texas

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

Sam Houston Electric Cooperative, Inc. Pension Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Sam Houston Electric Cooperative, Inc. Pension Plan, Total assets ($B): 0.034343901 · Participants: 163Sam Houston Electric Cooperative, Inc. Pension 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
Sam Houston Electric Cooperative, Inc. Pension Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sam Houston Electric Cooperative, Inc. Pension Plan side-by-side with 3 peers →

Sam Houston Electric Cooperative, Inc. Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Astro Exterminating Services, Inc. 401(k) Plan in GA ($34M); by covered participants it is Cleveland Hardware and Forging Co. Profit Sharing in WI (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Sam Houston Electric Cooperative, Inc. Pension Plan assets move in 2023? ▼
Sam Houston Electric Cooperative, Inc. Pension Plan grew at a solid clip - up 6.1% during 2023, from $32M to $34M. Reported net income was $2M.
How have Sam Houston Electric Cooperative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sam Houston Electric Cooperative, Inc.'s sponsor-wide assets grew 12.3%, from $32M to $36M.
Where does Sam Houston Electric Cooperative, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Sam Houston Electric Cooperative, Inc. Pension Plan ranks in the 81st 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 Sam Houston Electric Cooperative, Inc. Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Astro Exterminating Services, Inc. 401(k) Plan in GA ($34M, 246 participants).
Which 401(k) plans cover a similar participant headcount to Sam Houston Electric Cooperative, Inc. Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cleveland Hardware and Forging Co. Profit Sharing in WI (163 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 740695563.

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.