401(k) · DOL Form 5500 · 2024

Sam Houston Electric Cooperative, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
177
Participants Small participant base
80th
Percentile by assets National rank
$205,249
Avg per participant Above avg balance/head
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Official DOL plan name: Sam Houston Electric Cooperative, Inc. Pension Plan · Sponsored by Sam Houston Electric Cooperative, Inc. · Texas · Utilities

$36M in assets, 177 participants

Sam Houston Electric Cooperative, Inc.'s Sam Houston Electric Cooperative, Inc. Pension Plan reported $36M in total assets and 177 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #331 in Utilities (732 peers)

Coverage in Texas

Sam Houston Electric Cooperative, Inc. Pension Plan covers 177 participants in Texas, about 26% of the average Texas filer (state average ~688 per filing). Assets: $36M.

#331
in Utilities (732 peers)
+5.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sam Houston Electric Cooperative, Inc. Pension Plan's outsized position by total assets

Sam Houston Electric Cooperative, Inc. Pension Plan vs every filed plan by assets

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

$36,329,103 Top 20% higher than 80% 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

Sam Houston Electric Cooperative, Inc. Pension 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. Sam Houston Electric Cooperative, Inc. Pension Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sam Houston Electric Cooperative, Inc. Pension Plan reported participants rose from 163 in the plan year 2023 filing to 177 in the plan year 2024 filing.
  • Sam Houston Electric Cooperative, Inc. Pension Plan end-of-year assets rose from $34M in the plan year 2023 filing to $36M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 740695563 · Sam Houston Electric Cooperative, Inc. PY 2024 · 401(k)

Sam Houston Electric Cooperative, Inc. Pension Plan · $36M · 177 · 80th

  • TYPE $36M
  • NET 177
  • BOOK 80th
  • VS-ST 401(k)
  • BOY near Corza Medical 401(k) Plan
  • SCH ind #331

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 Utilities retirement plans → · Plans in Texas →

Sam Houston Electric Cooperative, Inc. Pension Plan in the asset neighbourhood

Sam Houston Electric Cooperative, Inc. Pension PlanSam Houston Electric Coopera…$36MCorza Medical 401(k) Plan$36MIomsa, P.C. Retirement Plan$36MAmpex Data Systems Corporation Savings PlanAmpex Data Systems Corporati…$36MAmc 401(k) Plan$36M
End-of-year total assets ($M) among Sam Houston Electric Cooperative, Inc. Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$36M
Net Income$2M
Employer EIN740695563
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sam Houston Electric Cooperative, Inc.)

Sponsor-wide plan assets over time

All Sam Houston Electric Cooperative, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 12.285530269069108% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $32.4M $36.3M ▲ +12.3%
Year Plans Participants Total Assets
2022 1 159 $32M
2023 1 163 $34M
2024 1 177 $36M

Nearby 401(k) Plans in Texas

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

Sam Houston Electric Cooperative, Inc. Pension Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Sam Houston Electric Cooperative, Inc. Pension Plan, Total assets ($B): 0.036329103 · Participants: 177Sam Houston Electric Cooperative, Inc. Pension 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
Sam Houston Electric Cooperative, Inc. Pension Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sam Houston Electric Cooperative, Inc. Pension Plan side-by-side with 3 peers →

Sam Houston Electric Cooperative, Inc. Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Corza Medical 401(k) Plan in MA ($36M); by covered participants it is Discovery Park of America, Inc. 401(k) Plan in TN (177 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Sam Houston Electric Cooperative, Inc. Pension Plan assets move in 2024? ▼
Sam Houston Electric Cooperative, Inc. Pension Plan grew at a solid clip - up 5.8% during 2024, from $34M to $36M. Reported net income was $2M.
How have Sam Houston Electric Cooperative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sam Houston Electric Cooperative, Inc.'s sponsor-wide assets grew 12.3%, from $32M to $36M.
Where does Sam Houston Electric Cooperative, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Sam Houston Electric Cooperative, Inc. Pension Plan ranks in the 80th 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 Sam Houston Electric Cooperative, Inc. Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Corza Medical 401(k) Plan in MA ($36M, 389 participants).
Which 401(k) plans cover a similar participant headcount to Sam Houston Electric Cooperative, Inc. Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Discovery Park of America, Inc. 401(k) Plan in TN (177 participants, $589K 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 740695563.

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.