401(k) · DOL Form 5500 · 2023

Bge, Inc. 401(k) Plan

Data updated 2026-08-25

$138M
Total assets Near avg plan size
990
Participants Near avg headcount
93rd
Percentile by assets National rank
$139,394
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bge, Inc. 401(k) Plan · Sponsored by Bge, Inc. · Texas · Professional & Technical Services

$138M in assets, 990 participants

Bge, Inc.'s Bge, Inc. 401(k) Plan reported $138M in total assets and 990 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,180 in Professional & Technical Services (20,321 peers)

Where Bge, Inc. 401(k) Plan sits by assets

Bge, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $138M for 990 participants (~$139,394/participant), up 29.5% in 2023.

#19,180
in Professional & Technical Services (20,321 peers)
+29.5%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Bge, Inc. 401(k) Plan's outsized position by total assets

Bge, Inc. 401(k) Plan vs every filed plan by assets

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

$138,000,485 Top 7% higher than 93% 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

Bge, Inc. 401(k) 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. Bge, Inc. 401(k) Plan sits mid-pack in the medium band (990 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bge, Inc. 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Bge, Inc. 401(k) Plan end-of-year assets rose from $107M in the plan year 2022 filing to $138M in the plan year 2023 filing.
  • Bge, Inc. 401(k) Plan reported participants rose from 870 in the plan year 2022 filing to 990 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 741817951 · Bge, Inc. PY 2023 · 401(k)

Bge, Inc. 401(k) Plan · $138M · 990 · 93rd

  • PCT $138M
  • PCT 990
  • PCT 93rd
  • PCT 401(k)
  • PCT near Express Savings and Retirement Plan
  • PCT ind #19180

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 Professional & Technical Services retirement plans → · Plans in Texas →

Bge, Inc. 401(k) Plan in the asset neighbourhood

Waste Isolation Pilot Plant Savings PlanWaste Isolation Pilot Plant …$138MVersiti, Inc. 401(k) Retirement PlanVersiti, Inc. 401(k) Retirem…$138MTransdev North America, Inc. 401(k) Plan for Collectively Bargained EmployeesTransdev North America, Inc.…$138MExpress Savings and Retirement PlanExpress Savings and Retireme…$138MBge, Inc. 401(k) Plan$138M
End-of-year total assets ($M) among Bge, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$138M
Net Income$31M
Employer EIN741817951
Plan Effective Date1976-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bge, Inc.)

Sponsor-wide plan assets over time

All Bge, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$166M 55.72874922969548% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $107M $166M ▲ +55.7%
Year Plans Participants Total Assets
2022 1 870 $107M
2023 1 990 $138M
2024 1 999 $166M

Nearby 401(k) Plans in Texas

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

Bge, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Bge, Inc. 401(k) Plan, Total assets ($B): 0.138000485 · Participants: 990Bge, Inc. 401(k) 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
Bge, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Bge, Inc. 401(k) Plan side-by-side with 3 peers →

Bge, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Express Savings and Retirement Plan in OH ($138M); by covered participants it is Triwest Healthcare Alliance Corp 401(k) Plan in AZ (990 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (990 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 Bge, Inc. 401(k) Plan assets move in 2023? ▼
Bge, Inc. 401(k) Plan grew sharply - up 29.5% during 2023, from $107M to $138M. Reported net income was $31M.
How have Bge, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bge, Inc.'s sponsor-wide assets grew 55.7%, from $107M to $166M.
Where does Bge, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bge, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bge, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Express Savings and Retirement Plan in OH ($138M, 5,278 participants).
Which 401(k) plans cover a similar participant headcount to Bge, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Triwest Healthcare Alliance Corp 401(k) Plan in AZ (990 participants, $83M 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 741817951.

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.