401(k) · DOL Form 5500 · 2024

Castex Energy, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
31
Participants Small participant base
58th
Percentile by assets National rank
$364,442
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Castex Energy, Inc. 401(k) Plan · Sponsored by Castex Energy, Inc. · Texas · Mining & Oil Extraction

$11M in assets, 31 participants

Castex Energy, Inc.'s Castex Energy, Inc. 401(k) Plan reported $11M in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #302 in Mining & Oil Extraction (785 peers)

Mining & Oil Extraction sector rank

Within Mining & Oil Extraction, Castex Energy, Inc. 401(k) Plan ranks #302 of 785 2024 filers by assets (1089% of the sector average)-$11M for 31 participants.

#302
in Mining & Oil Extraction (785 peers)
-16.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Castex Energy, Inc. 401(k) Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

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

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

$11,297,707 Top 42% higher than 58% 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

Castex Energy, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Castex Energy, Inc. 401(k) Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Castex Energy, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Castex Energy, Inc. 401(k) Plan end-of-year assets fell from $14M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 760231795 · Castex Energy, Inc. PY 2024 · 401(k)

Castex Energy, Inc. 401(k) Plan · $11M · 31 · 58th

  • PHOTO $11M
  • IND 31
  • EOY 58th
  • 5500 401(k)
  • ASSETS near R & a Cpas, P.C. 401(k) Profit Sharing Plan
  • PCT ind #302

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

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

Castex Energy, Inc. 401(k) PlanCastex Energy, Inc. 401(k) P…$11MR & a Cpas, P.C. 401(k) Profit Sharing PlanR & a Cpas, P.C. 401(k) Prof…$11MH & M Wagner & Sons, Inc. 401 (K) Profit Sharing Plan and TrustH & M Wagner & Sons, Inc. 40…$11MHanwha Advanced Materials America, LLC 401(k) Retirement PlanHanwha Advanced Materials Am…$11MZiehm-Orthoscan, Inc. 401(k) P/S PlanZiehm-Orthoscan, Inc. 401(k)…$11M
End-of-year total assets ($M) among Castex Energy, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mining & Oil Extraction filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN760231795
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Castex Energy, Inc.)

Sponsor-wide plan assets over time

All Castex Energy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 6.913687684603728% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $12.1M $11.3M ▼ -6.9%
Year Plans Participants Total Assets
2022 1 34 $12M
2023 1 31 $14M
2024 1 31 $11M

Nearby 401(k) Plans in Texas

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

Castex Energy, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Castex Energy, Inc. 401(k) Plan, Total assets ($B): 0.011297707 · Participants: 31Castex Energy, Inc. 401(k) PlanAT&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
Castex Energy, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Castex Energy, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is R & a Cpas, P.C. 401(k) Profit Sharing Plan in AZ ($11M); by covered participants it is Bertrand, Fox, Elliot, Osman & Wenzel 401(k) Profit Sharing Plan in CA (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Castex Energy, Inc. 401(k) Plan assets move in 2024? ▼
Castex Energy, Inc. 401(k) Plan declined sharply - down 16.4% during 2024, from $14M to $11M. Reported net income was -$2M.
How have Castex Energy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Castex Energy, Inc.'s sponsor-wide assets declined 6.9%, from $12M to $11M.
Which 401(k) plans are similar in size to Castex Energy, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is R & a Cpas, P.C. 401(k) Profit Sharing Plan in AZ ($11M, 44 participants).
Which 401(k) plans cover a similar participant headcount to Castex Energy, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bertrand, Fox, Elliot, Osman & Wenzel 401(k) Profit Sharing Plan in CA (31 participants, $11M 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 760231795.

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.