401(k) · DOL Form 5500 · 2024

ERCOT 401(k) Plan

Data updated 2026-08-11

$465M
Total assets: 890
Participants: 97th
Percentile by assets: $522,393
Avg per participant

Official DOL plan name: Electric Reliability Council of Texas 401(k) Savings Plan · Sponsored by ERCOT · Texas · Utilities

$465M in assets, 890 participants

ERCOT's Electric Reliability Council of Texas 401(k) Savings Plan reported $465M in total assets and 890 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 123,622 plans)
#585 in Utilities (732 peers)

Where Electric Reliability Council of Texas 401(k) Savings Plan sits by assets

Electric Reliability Council of Texas 401(k) Savings Plan sits in the top 5% of all filed plans by assets, $465M for 890 participants (~$522,393/participant), up 17.3% in 2024.

$465M
total plan assets (2024 EOY): 890
covered participants: 97th
percentile by assets (of 123,622 plans): $522,393
avg assets per participant

Electric Reliability Council of Texas 401(k) Savings Plan end-of-year assets rose from $396M in the plan year 2023 filing to $465M in the plan year 2024 filing.
Electric Reliability Council of Texas 401(k) Savings Plan reported participants rose from 784 in the plan year 2023 filing to 890 in the plan year 2024 filing.
Electric Reliability Council of Texas 401(k) Savings Plan reported net income rose from $65M in the plan year 2023 filing to $69M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Texas

Industry

Utilities

Electric Reliability Council of Texas 401(k) Savings Plan vs the 2024 asset distribution

By assets, Electric Reliability Council of Texas 401(k) Savings Plan outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$396M
Net Assets (End of Year)	$465M
Net Income	$69M
Employer EIN	742587416
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (ERCOT)

Total plan assets by year, all ERCOT plans on file

Year	Plans	Participants	Total Assets
2022	1	763	$331M
2023	1	784	$396M
2024	1	890	$465M

Nearby 401(k) Plans in Texas

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

Electric Reliability Council of Texas 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Electric Reliability Council of Texas 40… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Electric Reliability Council of Texas 401(k) Savings Plan by total assets, not by location.

Schenker, Inc. 401(k) Savings and Investment Plan (VA) $465M · 9,842
Acce Benefit Trust Profit Sharing Plan (VA) $465M · 3,456
Solaris 401(k) Plan (FL) $465M · 5,247
Maritz Holdings Inc. Employees' Investment Plan (MO) $466M · 2,465

Frequently Asked Questions

How did Electric Reliability Council of Texas 401(k) Savings Plan assets move in 2024? ▼

Electric Reliability Council of Texas 401(k) Savings Plan grew sharply - up 17.3% during 2024, from $396M to $465M. Reported net income was $69M.

How have ERCOT plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), ERCOT's sponsor-wide assets grew 40.5%, from $331M to $465M.

Where does Electric Reliability Council of Texas 401(k) Savings Plan rank by assets among Form 5500 filers? ▼

Electric Reliability Council of Texas 401(k) Savings Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Electric Reliability Council of Texas 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Schenker, Inc. 401(k) Savings and Investment Plan in VA ($465M, 9,842 participants).

Next read for Electric Reliability Council of Texas 40…

Scale reading

Ways to act on Electric Reliability Council of Texas 401(k) Savings Plan's numbers.

By total assets, Electric Reliability Council of Texas 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
ERCOT's sponsor-wide assets have grown 40.5% since 2022 across 3 plan years on file. More Utilities plans

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 742587416.