401(k) · DOL Form 5500 · 2024

District Energy Holdings LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
125
Participants Small participant base
70th
Percentile by assets National rank
$154,338
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: District Energy Holdings 401(k) Plan · Sponsored by District Energy Holdings LLC · Texas · Utilities

$19M in assets, 125 participants

District Energy Holdings LLC's District Energy Holdings 401(k) Plan reported $19M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #254 in Utilities (732 peers)

Coverage in Texas

District Energy Holdings 401(k) Plan covers 125 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $19M.

#254
in Utilities (732 peers)
+16.4%
assets growth YoY

District Energy Holdings 401(k) Plan's outsized position by total assets

District Energy Holdings 401(k) Plan vs every filed plan by assets

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

$19,292,305 Top 30% higher than 70% 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

District Energy Holdings 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. District Energy Holdings 401(k) Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • District Energy Holdings 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • District Energy Holdings 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 464148018 · District Energy Holdings LLC PY 2024 · 401(k)

District Energy Holdings 401(k) Plan · $19M · 125 · 70th

  • BOY $19M
  • BOY 125
  • BOY 70th
  • BOY 401(k)
  • BOY near Herzfeld & Rubin, P.C. Employees 401(k) Plan
  • BOY ind #254

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 →

District Energy Holdings 401(k) Plan in the asset neighbourhood

Rrmm Architects, P. C. 401(k) PlanRrmm Architects, P. C. 401(k…$19MDistrict Energy Holdings 401(k) PlanDistrict Energy Holdings 401…$19MHerzfeld & Rubin, P.C. Employees 401(k) PlanHerzfeld & Rubin, P.C. Emplo…$19MCapitol Auto Group 401(k) Profit Sharing PlanCapitol Auto Group 401(k) Pr…$19MWittmann USA Inc.$19M
End-of-year total assets ($M) among District Energy Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN464148018
Plan Effective Date2009-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (District Energy Holdings LLC)

Sponsor-wide plan assets over time

All District Energy Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 46.92789086260357% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.1M $19.3M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 98 $13M
2023 1 125 $17M
2024 1 125 $19M

Nearby 401(k) Plans in Texas

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

District Energy Holdings 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants District Energy Holdings 401(k) Plan, Total assets ($B): 0.019292305 · Participants: 125District Energy Holdings 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
District Energy Holdings 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare District Energy Holdings 401(k) Plan side-by-side with 3 peers →

District Energy Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Herzfeld & Rubin, P.C. Employees 401(k) Plan in NY ($19M); by covered participants it is Portland Forge Interim Manufacturing Plan in IN (125 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (125 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 District Energy Holdings 401(k) Plan assets move in 2024? ▼
District Energy Holdings 401(k) Plan grew sharply - up 16.4% during 2024, from $17M to $19M. Reported net income was $3M.
How have District Energy Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), District Energy Holdings LLC's sponsor-wide assets grew 46.9%, from $13M to $19M.
Which 401(k) plans are similar in size to District Energy Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Herzfeld & Rubin, P.C. Employees 401(k) Plan in NY ($19M, 23 participants).
Which 401(k) plans cover a similar participant headcount to District Energy Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Portland Forge Interim Manufacturing Plan in IN (125 participants, $2M 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 464148018.

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.