401(k) · DOL Form 5500 · 2024

Society of Petroleum Engineers (Spe), Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
128
Participants Small participant base
77th
Percentile by assets National rank
$230,698
Avg per participant Above avg balance/head
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Official DOL plan name: Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan · Sponsored by Society of Petroleum Engineers (Spe), Inc. · Texas · Educational Services

$30M in assets, 128 participants

Society of Petroleum Engineers (Spe), Inc.'s Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan reported $30M in total assets and 128 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,240 in Educational Services (3,638 peers)

Coverage in Texas

Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan covers 128 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $30M.

#2,240
in Educational Services (3,638 peers)
+1.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan's outsized position by total assets

Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan vs every filed plan by assets

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

$29,529,330 Top 23% higher than 77% 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

Society of Petroleum Engineers (Spe), Inc. Retirement Income 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. Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan reported net income fell from $2M in the plan year 2023 filing to $472K in the plan year 2024 filing.
  • Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan end-of-year assets rose from $29M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 752001539 · Society of Petroleum Engineers (Spe), Inc. PY 2024 · 401(k)

Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan · $30M · 128 · 77th

  • ASSETS $30M
  • PCT 128
  • EIN 77th
  • RANK 401(k)
  • PHOTO near Oak Point Associates 401(k) Plan
  • IND ind #2240

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 Educational Services retirement plans → · Plans in Texas →

Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan in the asset neighbourhood

Society of Petroleum Engineers (Spe), Inc. Retirement Income PlanSociety of Petroleum Enginee…$30MOak Point Associates 401(k) PlanOak Point Associates 401(k) …$30MHighway Equipment Company Retirement PlanHighway Equipment Company Re…$30MDeshazo 401(k) Plan$30MWalter E. Fiedler, Inc. 401(k) Profit Sharing Plan & TrustWalter E. Fiedler, Inc. 401(…$30M
End-of-year total assets ($M) among Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$30M
Net Income$472K
Employer EIN752001539
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Society of Petroleum Engineers (Spe), Inc.)

Sponsor-wide plan assets over time

All Society of Petroleum Engineers (Spe), Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 9.415525166604942% vs 2022
2024 filing year
$26M$27M$28M$29M$30M 202220232024 $27M $29.5M ▲ +9.4%
Year Plans Participants Total Assets
2022 1 133 $27M
2023 1 129 $29M
2024 1 128 $30M

Nearby 401(k) Plans in Texas

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

Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan, Total assets ($B): 0.02952933 · Participants: 128Society of Petroleum Engineers (Spe), Inc. Retirement Income 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
Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan side-by-side with 3 peers →

Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Oak Point Associates 401(k) Plan in ME ($30M); by covered participants it is Kingland Systems, LLC 401(k) Plan in IA (128 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan assets move in 2024? ▼
Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan edged up modestly - up 1.6% during 2024, from $29M to $30M. Reported net income was $472K.
How have Society of Petroleum Engineers (Spe), Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Society of Petroleum Engineers (Spe), Inc.'s sponsor-wide assets grew 9.4%, from $27M to $30M.
Where does Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan rank by assets among Form 5500 filers? ▼
Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan ranks in the 77th 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 Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oak Point Associates 401(k) Plan in ME ($30M, 76 participants).
Which 401(k) plans cover a similar participant headcount to Society of Petroleum Engineers (Spe), Inc. Retirement Income Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kingland Systems, LLC 401(k) Plan in IA (128 participants, $18M 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 752001539.

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.