401(k) · DOL Form 5500 · 2024

Txex Energy Investments, LLC 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
357
Participants Below avg headcount
81st
Percentile by assets National rank
$107,247
Avg per participant Below avg balance/head
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Official DOL plan name: Txex Energy Investments, LLC 401(k) Plan · Sponsored by Txex Energy Investments, LLC · Texas · Management of Enterprises

$38M in assets, 357 participants

Txex Energy Investments, LLC's Txex Energy Investments, LLC 401(k) Plan reported $38M in total assets and 357 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #715 in Management of Enterprises (1,133 peers)

Where Txex Energy Investments, LLC 401(k) Plan sits by assets

Txex Energy Investments, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $38M for 357 participants (~$107,247/participant), up 20.4% in 2024.

#715
in Management of Enterprises (1,133 peers)
+20.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Txex Energy Investments, LLC 401(k) Plan's outsized position by total assets

Txex Energy Investments, LLC 401(k) Plan vs every filed plan by assets

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

$38,287,341 Top 19% higher than 81% 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

Txex Energy Investments, LLC 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. Txex Energy Investments, LLC 401(k) Plan sits mid-pack in the medium band (357 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Txex Energy Investments, LLC 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Txex Energy Investments, LLC 401(k) Plan end-of-year assets rose from $32M in the plan year 2023 filing to $38M in the plan year 2024 filing.
  • Txex Energy Investments, LLC 401(k) Plan reported participants rose from 303 in the plan year 2023 filing to 357 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 475080901 · Txex Energy Investments, LLC PY 2024 · 401(k)

Txex Energy Investments, LLC 401(k) Plan · $38M · 357 · 81st

  • NET $38M
  • BOOK 357
  • VS-ST 81st
  • BOY 401(k)
  • SCH near Finn Dixon & Herling LLP 401(k) Profit Sharing Plan
  • EBSA ind #715

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 Management of Enterprises retirement plans → · Plans in Texas →

Txex Energy Investments, LLC 401(k) Plan in the asset neighbourhood

Txex Energy Investments, LLC 401(k) PlanTxex Energy Investments, LLC…$38MFinn Dixon & Herling LLP 401(k) Profit Sharing PlanFinn Dixon & Herling LLP 401…$38MManasquan Bank 401(k) Plan$38MGwp 401(k) Profit Sharing Retirement PlanGwp 401(k) Profit Sharing Re…$38MByrne Dairy, Inc. and Sonbyrne Sales, Inc. 401(k) Profit Sharing PlanByrne Dairy, Inc. and Sonbyr…$38M
End-of-year total assets ($M) among Txex Energy Investments, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$38M
Net Income$6M
Employer EIN475080901
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Txex Energy Investments, LLC)

Sponsor-wide plan assets over time

All Txex Energy Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$38M 38.57073595399928% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.6M $38.3M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 292 $28M
2023 1 303 $32M
2024 1 357 $38M

Nearby 401(k) Plans in Texas

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

Txex Energy Investments, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Txex Energy Investments, LLC 401(k) Plan, Total assets ($B): 0.038287341 · Participants: 357Txex Energy Investments, LLC 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
Txex Energy Investments, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Txex Energy Investments, LLC 401(k) Plan side-by-side with 3 peers →

Txex Energy Investments, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Finn Dixon & Herling LLP 401(k) Profit Sharing Plan in CT ($38M); by covered participants it is Cogency Global, Inc. 401(k) Plan in NY (357 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (357 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 Txex Energy Investments, LLC 401(k) Plan assets move in 2024? ▼
Txex Energy Investments, LLC 401(k) Plan grew sharply - up 20.4% during 2024, from $32M to $38M. Reported net income was $6M.
How have Txex Energy Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Txex Energy Investments, LLC's sponsor-wide assets grew 38.6%, from $28M to $38M.
Where does Txex Energy Investments, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Txex Energy Investments, LLC 401(k) Plan ranks in the 81st 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 Txex Energy Investments, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Finn Dixon & Herling LLP 401(k) Profit Sharing Plan in CT ($38M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Txex Energy Investments, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cogency Global, Inc. 401(k) Plan in NY (357 participants, $40M 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 475080901.

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.