401(k) · DOL Form 5500 · 2023
Society of Petroleum Engineers (Spe), Inc. 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 129
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $225,251
- Avg per participant Above avg balance/head
Official DOL plan name: Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan · Sponsored by Society of Petroleum Engineers (Spe), Inc. · Texas · Educational Services
$29M in assets, 129 participants
Society of Petroleum Engineers (Spe), Inc.'s Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan reported $29M in total assets and 129 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.
- #2,378 in Educational Services (3,735 peers)
Coverage in Texas
Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan covers 129 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $29M.
- #2,378
- in Educational Services (3,735 peers)
- +7.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan's outsized position by total assets
Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,057,336 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
Society of Petroleum Engineers (Spe), Inc. Retirement Income 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. Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan sits mid-pack in the medium band (129 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan end-of-year assets rose from $27M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan reported participants fell from 133 in the plan year 2022 filing to 129 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 752001539 · Society of Petroleum Engineers (Spe), Inc. PY 2023 · 401(k)
Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan · $29M · 129 · 79th
- EOY $29M
- 5500 129
- ASSETS 79th
- PCT 401(k)
- EIN near Carson Wealth Management Group 401(k) Profit Sharing Plan
- RANK ind #2378
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 Educational Services retirement plans → · Plans in Texas →
Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $2M |
| Employer EIN | 752001539 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Society of Petroleum Engineers (Spe), Inc.)
Sponsor-wide plan assets over time
All Society of Petroleum Engineers (Spe), Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 9.415525166604942% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 133 | $27M |
| 2023 | 1 | 129 | $29M |
| 2024 | 1 | 128 | $30M |
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
Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Carson Wealth Management Group 401(k) Profit Sharing Plan in NE ($29M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Carson Wealth Management Group 401(k) Profit Sharing Plan (NE) $29M · 345
- The Wagner Companies Retirement Plan (WI) $29M · 133
- Tiber Creek Consulting, Inc 401(k) Plan (VA) $29M · 190
- Tioga Retirement Savings Plan (PA) $29M · 113
Similar participant headcount
Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.
- Agmus Ventures Retirement Plan (FL) 129 · 0 off
- Moulton Logistics Management (CA) 129 · 0 off
- Southland Envelope Company, Inc. 401(k) Profit Sharing Plan (CA) 129 · 0 off
- Pml, Inc. 401(k) Retirement Plan (TN) 129 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.