401(k) · DOL Form 5500 · 2024

Txo Energy Gp 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
187
Participants Below avg headcount
78th
Percentile by assets National rank
$170,776
Avg per participant Above avg balance/head
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Official DOL plan name: Morningstar Partners, L.P. Employees' 401(k) Plan · Sponsored by Txo Energy Gp · Texas · Mining & Oil Extraction

$32M in assets, 187 participants

Txo Energy Gp's Morningstar Partners, L.P. Employees' 401(k) Plan reported $32M in total assets and 187 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

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

Coverage in Texas

Morningstar Partners, L.P. Employees' 401(k) Plan covers 187 participants in Texas, about 27% of the average Texas filer (state average ~688 per filing). Assets: $32M.

#500
in Mining & Oil Extraction (785 peers)
+18.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Morningstar Partners, L.P. Employees' 401(k) Plan's outsized position by total assets

Morningstar Partners, L.P. Employees' 401(k) Plan vs every filed plan by assets

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

$31,935,099 Top 22% higher than 78% 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

Morningstar Partners, L.P. Employees' 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morningstar Partners, L.P. Employees' 401(k) Plan sits mid-pack in the medium band (187 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morningstar Partners, L.P. Employees' 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Morningstar Partners, L.P. Employees' 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Morningstar Partners, L.P. Employees' 401(k) Plan reported participants rose from 178 in the plan year 2023 filing to 187 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 921065846 · Txo Energy Gp PY 2024 · 401(k)

Morningstar Partners, L.P. Employees' 401(k) Plan · $32M · 187 · 78th

  • EIN $32M
  • EIN 187
  • EIN 78th
  • EIN 401(k)
  • EIN near Atlantica 401(k) Plan
  • EIN ind #500

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 →

Morningstar Partners, L.P. Employees' 401(k) Plan in the asset neighbourhood

Morningstar Partners, L.P. Employees' 401(k) PlanMorningstar Partners, L.P. E…$32MAtlantica 401(k) Plan$32MClaro Enterprise Solutions LLC Retirement Savings PlanClaro Enterprise Solutions L…$32MCentreville Savings Bank 401(k) PlanCentreville Savings Bank 401…$32MCountry-Wide Insurance Co. 401(k) PlanCountry-Wide Insurance Co. 4…$32M
End-of-year total assets ($M) among Morningstar Partners, L.P. Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$32M
Net Income$5M
Employer EIN921065846
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Txo Energy Gp)

Sponsor-wide plan assets over time

All Txo Energy Gp plans reported in each filing year

Latest sponsor-wide plan assets
$32M 17.977485377265225% vs 2023
2024 filing year
$26M$28M$30M$32M$34M 20232024 $27.1M $31.9M ▲ +18.0%
Year Plans Participants Total Assets
2023 1 178 $27M
2024 1 187 $32M

Nearby 401(k) Plans in Texas

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

Morningstar Partners, L.P. Employees' 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Morningstar Partners, L.P. Employees' 401(k) Plan, Total assets ($B): 0.031935099 · Participants: 187Morningstar Partners, L.P. Employees' 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
Morningstar Partners, L.P. Employees' 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Morningstar Partners, L.P. Employees' 401(k) Plan side-by-side with 3 peers →

Morningstar Partners, L.P. Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Atlantica 401(k) Plan in AZ ($32M); by covered participants it is Media Iq Digital N.a. 401(k) Plan in NY (187 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (187 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 Morningstar Partners, L.P. Employees' 401(k) Plan assets move in 2024? ▼
Morningstar Partners, L.P. Employees' 401(k) Plan grew sharply - up 18.0% during 2024, from $27M to $32M. Reported net income was $5M.
How have Txo Energy Gp plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Txo Energy Gp's sponsor-wide assets grew 18.0%, from $27M to $32M.
Where does Morningstar Partners, L.P. Employees' 401(k) Plan rank by assets among Form 5500 filers? ▼
Morningstar Partners, L.P. Employees' 401(k) Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Morningstar Partners, L.P. Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atlantica 401(k) Plan in AZ ($32M, 297 participants).
Which 401(k) plans cover a similar participant headcount to Morningstar Partners, L.P. Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Media Iq Digital N.a. 401(k) Plan in NY (187 participants, $10M 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 921065846.

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.