401(k) · DOL Form 5500 · 2023
Employer Flexible 401(k) Plan
Data updated 2026-08-25
- $211M
- Total assets Near avg plan size
- 9,830
- Participants Very large workforce
- 95th
- Percentile by assets National rank
- $21,469
- Avg per participant Low balance/head
Official DOL plan name: Employer Flexible 401(k) Plan · Sponsored by Employer Flexible · Texas · Administrative & Support Services
$211M in assets, 9,830 participants
Employer Flexible's Employer Flexible 401(k) Plan reported $211M in total assets and 9,830 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #4,263 in Administrative & Support Services (4,372 peers)
Coverage in Texas
Employer Flexible 401(k) Plan covers 9,830 participants in Texas, 14x the typical Texas plan (state average ~688 per filing). Assets: $211M.
- #4,263
- in Administrative & Support Services (4,372 peers)
- +43.2%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Employer Flexible 401(k) Plan's outsized position by total assets
Employer Flexible 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$211,044,331 Top 5% higher than 95% 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
Employer Flexible 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employer Flexible 401(k) Plan lands in the large band (9,830 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Employer Flexible 401(k) Plan reported net income rose from -$16M in the plan year 2022 filing to $38M in the plan year 2023 filing.
- Employer Flexible 401(k) Plan end-of-year assets rose from $147M in the plan year 2022 filing to $211M in the plan year 2023 filing.
- Employer Flexible 401(k) Plan reported participants rose from 7,573 in the plan year 2022 filing to 9,830 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 274406361 · Employer Flexible PY 2023 · 401(k)
Employer Flexible 401(k) Plan · $211M · 9,830 · 95th
- EIN $211M
- EIN 9,830
- EIN 95th
- EIN 401(k)
- EIN near Border States Electric Supply 401(k) Plan
- EIN ind #4263
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 Administrative & Support Services retirement plans → · Plans in Texas →
Employer Flexible 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $147M |
|---|---|
| Net Assets (End of Year) | $211M |
| Net Income | $38M |
| Employer EIN | 274406361 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Employer Flexible)
Sponsor-wide plan assets over time
All Employer Flexible plans reported in each filing year
- Latest sponsor-wide plan assets
- $215M 46.160914227034745% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,573 | $147M |
| 2023 | 1 | 9,830 | $211M |
| 2024 | 1 | 10,755 | $215M |
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
Scale composition for Employer Flexible 401(k) Plan
Employer Flexible 401(k) Plan reports $211M in end-of-year assets across 9,830 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $21,469 per participant (16% of the national average assets-per-participant) . Net income for plan year 2023 was $38M.
This plan identity (EIN 274406361, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $147M to $215M (+46.2%) while covered participants moved from 7,573 to 10,755 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,573 | $147M | Open filing |
| 2023 | 9,830 | $211M | This page |
| 2024 · index core | 10,755 | $215M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Employer Flexible 401(k) Plan (401(k), $215M, 10,755 participants)
Employer Flexible 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Border States Electric Supply 401(k) Plan in ND ($211M); by covered participants it is The Northern Trust Company Thrift-Incentive Plan in IL (9,829 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($211M here).
- Border States Electric Supply 401(k) Plan (ND) $211M · 2,880
- Spencer Fane Retirement Plan (MO) $211M · 621
- Unity Technologies 401(k) Plan (CA) $211M · 1,887
- My Savings Plan (Union) (KY) $211M · 4,258
Similar participant headcount
Nearest other-state filings by covered participants (9,830 participants); asset peers above are excluded.
- The Northern Trust Company Thrift-Incentive Plan (IL) 9,829 · 1 off
- Brunswick Rewards Plan (IL) 9,824 · 6 off
- Ihg 401(k) Savings and Retirement Plan (GA) 9,823 · 7 off
- Helpside Inc. 401(k) Plan (UT) 9,844 · 14 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.