401(k) · DOL Form 5500 · 2024

Petrus Trust Company, Lta 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
97
Participants Small participant base
85th
Percentile by assets National rank
$566,674
Avg per participant High balance/head
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Official DOL plan name: Perot Employee Retirement Savings Plan · Sponsored by Petrus Trust Company, Lta · Texas · Finance & Insurance

$55M in assets, 97 participants

Petrus Trust Company, Lta's Perot Employee Retirement Savings Plan reported $55M in total assets and 97 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,581 in Finance & Insurance (8,549 peers)

Where Perot Employee Retirement Savings Plan sits by assets

Perot Employee Retirement Savings Plan sits in the top quartile of all filed plans by assets, $55M for 97 participants (~$566,674/participant), up 2.4% in 2024.

#6,581
in Finance & Insurance (8,549 peers)
+2.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Perot Employee Retirement Savings Plan's outsized position by total assets

Perot Employee Retirement Savings Plan vs every filed plan by assets

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

$54,967,359 Top 15% higher than 85% 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

Perot Employee Retirement Savings 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. Perot Employee Retirement Savings Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Perot Employee Retirement Savings Plan reported net income fell from $5M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Perot Employee Retirement Savings Plan end-of-year assets rose from $54M in the plan year 2023 filing to $55M in the plan year 2024 filing.
  • Perot Employee Retirement Savings Plan reported participants fell from 98 in the plan year 2023 filing to 97 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 800168836 · Petrus Trust Company, Lta PY 2024 · 401(k)

Perot Employee Retirement Savings Plan · $55M · 97 · 85th

  • PCT $55M
  • EIN 97
  • RANK 85th
  • PHOTO 401(k)
  • IND near Weyco Group, Inc. 401(k) Plan
  • EOY ind #6581

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 Finance & Insurance retirement plans → · Plans in Texas →

Perot Employee Retirement Savings Plan in the asset neighbourhood

Thrive Peo 401(k) Plan$55MForcht Group of Kentucky Savings PlanForcht Group of Kentucky Sav…$55MJohnson & Johnson, Inc. Profit Sharing PlanJohnson & Johnson, Inc. Prof…$55MPerot Employee Retirement Savings PlanPerot Employee Retirement Sa…$55MWeyco Group, Inc. 401(k) Plan$55M
End-of-year total assets ($M) among Perot Employee Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$55M
Net Income$1M
Employer EIN800168836
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Petrus Trust Company, Lta)

Sponsor-wide plan assets over time

All Petrus Trust Company, Lta plans reported in each filing year

Latest sponsor-wide plan assets
$55M 2.370223862980826% vs 2023
2024 filing year
$53.5M$54M$54.5M$55M$55.5M 20232024 $53.7M $55M ▲ +2.4%
Year Plans Participants Total Assets
2023 1 98 $54M
2024 1 97 $55M

Nearby 401(k) Plans in Texas

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

Perot Employee Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Perot Employee Retirement Savings Plan, Total assets ($B): 0.054967359 · Participants: 97Perot Employee Retirement Savings 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
Perot Employee Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Perot Employee Retirement Savings Plan side-by-side with 3 peers →

Perot Employee Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Weyco Group, Inc. 401(k) Plan in WI ($55M); by covered participants it is Employee Benefit Plan of Suburban Access, Inc. in IL (97 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Perot Employee Retirement Savings Plan assets move in 2024? ▼
Perot Employee Retirement Savings Plan edged up modestly - up 2.4% during 2024, from $54M to $55M. Reported net income was $1M.
How have Petrus Trust Company, Lta plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Petrus Trust Company, Lta's sponsor-wide assets grew 2.4%, from $54M to $55M.
Where does Perot Employee Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Perot Employee Retirement Savings Plan ranks in the 85th 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 Perot Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Weyco Group, Inc. 401(k) Plan in WI ($55M, 283 participants).
Which 401(k) plans cover a similar participant headcount to Perot Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employee Benefit Plan of Suburban Access, Inc. in IL (97 participants, $4M 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 800168836.

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.