401(k) · DOL Form 5500 · 2023

Quadvest, LP 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 80
Participants Small participant base: 47th
Percentile by assets National rank: $70,929
Avg per participant Below avg balance/head

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Official DOL plan name: Quadvest 401(k) Plan · Sponsored by Quadvest, LP · Texas · Utilities

$6M in assets, 80 participants

Quadvest, LP's Quadvest 401(k) Plan reported $6M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

#127 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Quadvest 401(k) Plan ranks #127 of 721 2023 filers by assets (9462% of the sector average)-$6M for 80 participants.

#127
in Utilities (721 peers): +32.0%
assets growth YoY

Quadvest 401(k) Plan's mid-pack asset rank among Utilities and all filers

Quadvest 401(k) Plan vs every filed plan by assets

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

$5,674,309 47th percentile higher than 47% 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

Quadvest 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Quadvest 401(k) Plan is a small filing (80 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Quadvest 401(k) Plan reported net income rose from -$461K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Quadvest 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Quadvest 401(k) Plan reported participants rose from 75 in the plan year 2022 filing to 80 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 742124371 · Quadvest, LP PY 2023 · 401(k)

Quadvest 401(k) Plan · $6M · 80 · 47th

5500 $6M
5500 80
5500 47th
5500 401(k)
5500 near Hyundai Transys Georgia Powertrain, Inc. 401(k) Plan
5500 ind #127

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 →

End-of-year total assets ($M) among Quadvest 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$6M
Net Income	$1M
Employer EIN	742124371
Plan Effective Date	2012-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Quadvest, LP)

Latest sponsor-wide plan assets: $7M 68.18512536992755% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	75	$4M
2023	1	80	$6M
2024	1	86	$7M

Nearby 401(k) Plans in Texas

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

Quadvest 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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

Compare Quadvest 401(k) Plan side-by-side with 3 peers →

Quadvest 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Hyundai Transys Georgia Powertrain, Inc. 401(k) Plan in GA ($6M); by covered participants it is Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust in CA (80 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Hyundai Transys Georgia Powertrain, Inc. 401(k) Plan (GA) $6M · 427
L & D Construction Co, Inc. 401(k) & Profit Sharing Plan (CA) $6M · 33
Lasalle Southwest 401(k) Plan (LA) $6M · 1,664
Tombigbee Electric Power Association 401(k) Plan (MS) $6M · 232

Similar participant headcount

Nearest other-state filings by covered participants (80 participants); asset peers above are excluded.

Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust (CA) 80 · 0 off
Lex Brodie's Tire Co. 401(k) Plan (HI) 80 · 0 off
Universal Scrap Metals Inc. 401(k) Profit Sharing Plan & Trust (IL) 80 · 0 off
Casner & Edwards, LLP 401(k) Profit Sharing Plan (MA) 80 · 0 off

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 Quadvest 401(k) Plan assets move in 2023? ▼

Quadvest 401(k) Plan surged - up 32.0% during 2023, from $4M to $6M. Reported net income was $1M.

How have Quadvest, LP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Quadvest, LP's sponsor-wide assets grew 68.2%, from $4M to $7M.

Which 401(k) plans are similar in size to Quadvest 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Hyundai Transys Georgia Powertrain, Inc. 401(k) Plan in GA ($6M, 427 participants).

Which 401(k) plans cover a similar participant headcount to Quadvest 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust in CA (80 participants, N/A 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 742124371.