401(k) · DOL Form 5500 · 2024

Association of Texas Professional Educators 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
53
Participants Small participant base
65th
Percentile by assets National rank
$296,674
Avg per participant High balance/head
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Official DOL plan name: Association of Texas Professional Educators Employee Plan and Trust · Sponsored by Association of Texas Professional Educators · Texas · Other Services

$16M in assets, 53 participants

Association of Texas Professional Educators's Association of Texas Professional Educators Employee Plan and Trust reported $16M in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,227 in Other Services (7,719 peers)

Association of Texas Professional Educators multi-year trail

Association of Texas Professional Educators's plans moved +26.8% in assets from 2022 to 2024; this filing shows Association of Texas Professional Educators Employee Plan and Trust at $16M / 53 participants.

#6,227
in Other Services (7,719 peers)
+10.8%
assets growth YoY

Association of Texas Professional Educators Employee Plan and Trust's mid-pack asset rank among Other Services and all filers

Association of Texas Professional Educators Employee Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$15,723,726 Top 35% higher than 65% of 123,620 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 2024

Association of Texas Professional Educators Employee Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Association of Texas Professional Educators Employee Plan and Trust is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Association of Texas Professional Educators Employee Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Association of Texas Professional Educators Employee Plan and Trust end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Association of Texas Professional Educators Employee Plan and Trust reported participants fell from 54 in the plan year 2023 filing to 53 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 742119788 · Association of Texas Professional Educators PY 2024 · 401(k)

Association of Texas Professional Educators Employee Plan and Trust · $16M · 53 · 65th

  • NET $16M
  • BOOK 53
  • VS-ST 65th
  • BOY 401(k)
  • SCH near Charter West Bank Employees 401(k) Profit Sharing Plan and Trust
  • EBSA ind #6227

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 Other Services retirement plans → · Plans in Texas →

Association of Texas Professional Educators Employee Plan and Trust in the asset neighbourhood

Association of Texas Professional Educators Employee Plan and TrustAssociation of Texas Profess…$16MCharter West Bank Employees 401(k) Profit Sharing Plan and TrustCharter West Bank Employees …$16MHuman Active Technology, LLC. 401(k) Profit Sharing PlanHuman Active Technology, LLC…$16MSchumann Printers, Inc. Retirement ProgramSchumann Printers, Inc. Reti…$16MCortec Corporation 401(k) PlanCortec Corporation 401(k) Pl…$16M
End-of-year total assets ($M) among Association of Texas Professional Educators Employee Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Association of Texas Professional Educators multi-year asset trail

Sponsor-wide plan assets over time

All Association of Texas Professional Educators plans reported in each filing year

Latest sponsor-wide plan assets
$16M 26.778344391423914% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $12.4M $15.7M ▲ +26.8%
Year Plans Participants Total Assets
2022 1 58 $12M
2023 1 54 $14M
2024 1 53 $16M

Association of Texas Professional Educators filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN742119788
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Association of Texas Professional Educators Employee Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Association of Texas Professional Educators Employee Plan and Trust, Total assets ($B): 0.015723726 · Participants: 53Association of Texas Professional Educators Employee Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Association of Texas Professional Educators Employee Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Association of Texas Professional Educators Employee Plan and Trust side-by-side with 3 peers →

Association of Texas Professional Educators Employee Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Charter West Bank Employees 401(k) Profit Sharing Plan and Trust in NE ($16M); by covered participants it is Belmont Day School, Corp 401(k) Plan in VA (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Association of Texas Professional Educators Employee Plan and Trust assets move in 2024? ▼
Association of Texas Professional Educators Employee Plan and Trust grew at a solid clip - up 10.8% during 2024, from $14M to $16M. Reported net income was $2M.
How have Association of Texas Professional Educators plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Association of Texas Professional Educators's sponsor-wide assets grew 26.8%, from $12M to $16M.
Which 401(k) plans are similar in size to Association of Texas Professional Educators Employee Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Charter West Bank Employees 401(k) Profit Sharing Plan and Trust in NE ($16M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Association of Texas Professional Educators Employee Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Belmont Day School, Corp 401(k) Plan in VA (53 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 742119788.

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.