My Plan Facts

Employers › Texas

Employer · plans filed under one EIN

Dealers Electrical Supply Co.

Waco, TX · Wholesale trade

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$122Mnet assets across plans
1,534participant records980 active
$1.8Memployer contributions, latest plan years$1,887 per active record
$100KSchedule C compensation to organisations$65.40 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Dealers Electrical Supply Co.'s employer identification number (Waco, Texas). Their latest filings total 1,534 participant records and $122M in net assets.

The largest is Employee 401(k) Plan & Trust of Dealers Electrical Supply Co., a 401(k) plan with 799 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $1.8M and participant contributions $866K in the latest plan years; benefits paid were $21.7M. Schedule C compensation reported to service provider organisations totalled $100K.

Combined net assets moved from $118M in 2009 to $122M in 2024 (up 3%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Employee 401(k) Plan & Trust of Dealers Electrical Supply Co.401(k) plan2024799$39.1M$48,987$1,744$88K
Dealers Electrical Supply Co. Employee Stock Ownership Planemployee stock ownership plan2024735$82.5M$112,257$2,038$12K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $118M2010: $128M2011: $126M2012: $134M2013: $140M2014: $177M2015: $145M2016: $142M2017: $150M2018: $146M2019: $144M2020: $145M2021: $140M2022: $135M2023: $140M2024: $122M$118M$177M$122M20092012201620202024
Combined net assets
2009: 1,9702010: 1,7292011: 1,7092012: 1,6782013: 1,6872014: 1,7112015: 1,8592016: 1,7372017: 1,4972018: 1,6212019: 1,6742020: 1,7112021: 1,5532022: 1,5902023: 1,5372024: 1,5341,9701,53420092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202421,534$122M$1.9M$866K
202321,537$140M$3.2M$901K
202221,590$135M$3.2M$888K
202121,553$140M$3.1M$916K
202021,711$145M$3.1M$883K
201921,674$144M$3.2M$999K
201821,621$146M$3.2M$987K
201721,497$150M$3.2M$903K
201621,737$142M$2.3M$984K
201521,859$145M$2.2M$1.0M
201421,711$177M$2.2M$1.0M
201321,687$140M$2.2M$966K
201221,678$134M$2.2M$998K
201121,709$126M$3.4M$1.1M
201021,729$128M$4.3M$957K
200921,970$118M$3.9M$948K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Disciplined Investors LLCInvestment advisory (participants); Investment advisory (plan); Participant communication1$61,492
Pattillo, Brown & Hill, LLPRecordkeeping and information management; Participant loan processing; Participant communication2$38,825

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Disciplined Investors LLC$61K
Pattillo, Brown & Hill, LLP$39K

Questions and answers

How many retirement plans does Dealers Electrical Supply Co. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Employee 401(k) Plan & Trust of Dealers Electrical Supply Co. and Dealers Electrical Supply Co. Employee Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Dealers Electrical Supply Co. contribute to its plans?

$1,849,708 in employer contributions across these plans in their latest plan years, about $1,887 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Disciplined Investors LLC and Pattillo, Brown & Hill, LLP. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.