401(k) · DOL Form 5500 · 2023

Porter Hedges LLP 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
135
Participants Small participant base
87th
Percentile by assets National rank
$438,720
Avg per participant High balance/head
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Official DOL plan name: Porter Hedges Employee Capital Accumulation Plan · Sponsored by Porter Hedges LLP · Texas · Professional & Technical Services

$59M in assets, 135 participants

Porter Hedges LLP's Porter Hedges Employee Capital Accumulation Plan reported $59M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,943 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Porter Hedges Employee Capital Accumulation Plan covers 135 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $59M.

#17,943
in Professional & Technical Services (20,321 peers)
+7.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Porter Hedges Employee Capital Accumulation Plan's outsized position by total assets

Porter Hedges Employee Capital Accumulation Plan vs every filed plan by assets

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

$59,227,147 Top 13% higher than 87% 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

Porter Hedges Employee Capital Accumulation 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. Porter Hedges Employee Capital Accumulation Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Porter Hedges Employee Capital Accumulation Plan reported net income rose from -$13M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Porter Hedges Employee Capital Accumulation Plan end-of-year assets rose from $55M in the plan year 2022 filing to $59M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 742174193 · Porter Hedges LLP PY 2023 · 401(k)

Porter Hedges Employee Capital Accumulation Plan · $59M · 135 · 87th

  • PHOTO $59M
  • IND 135
  • EOY 87th
  • 5500 401(k)
  • ASSETS near Squaretrade, Inc. 401(k) Plan
  • PCT ind #17943

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 →

Porter Hedges Employee Capital Accumulation Plan in the asset neighbourhood

Ls3p 401(k) Plan$59MPorter Hedges Employee Capital Accumulation PlanPorter Hedges Employee Capit…$59MSquaretrade, Inc. 401(k) Plan$59MAddepar 401(k) Plan$59MFirst Home Mortgage Corporation 401(k) PlanFirst Home Mortgage Corporat…$59M
End-of-year total assets ($M) among Porter Hedges Employee Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$59M
Net Income$5M
Employer EIN742174193
Plan Effective Date1983-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Porter Hedges LLP)

Sponsor-wide plan assets over time

All Porter Hedges LLP plans reported in each filing year

Latest sponsor-wide plan assets
$113M 29.33471136391772% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $87.5M $113M ▲ +29.3%
Year Plans Participants Total Assets
2022 2 195 $87M
2023 2 204 $97M
2024 2 232 $113M

Nearby 401(k) Plans in Texas

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

Porter Hedges Employee Capital Accumulation Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Porter Hedges Employee Capital Accumulation Plan, Total assets ($B): 0.059227147 · Participants: 135Porter Hedges Employee Capital Accumulation 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
Porter Hedges Employee Capital Accumulation Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Porter Hedges Employee Capital Accumulation Plan side-by-side with 3 peers →

Porter Hedges Employee Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Squaretrade, Inc. 401(k) Plan in CA ($59M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($59M here).

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Porter Hedges Employee Capital Accumulation Plan assets move in 2023? ▼
Porter Hedges Employee Capital Accumulation Plan grew at a solid clip - up 7.7% during 2023, from $55M to $59M. Reported net income was $5M.
How have Porter Hedges LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Porter Hedges LLP's sponsor-wide assets grew 29.3%, from $87M to $113M.
Where does Porter Hedges Employee Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Porter Hedges Employee Capital Accumulation Plan ranks in the 87th 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 Porter Hedges Employee Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Squaretrade, Inc. 401(k) Plan in CA ($59M, 620 participants).
Which 401(k) plans cover a similar participant headcount to Porter Hedges Employee Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 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 742174193.

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.