Oncor Thrift Plan — Form 5500 plan (Oncor Electric Delivery Company LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Oncor Thrift Plan is a benefit plan reported by Oncor Electric Delivery Company LLC under EIN 75-2967830 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,546 participants and $1,017,678,472 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1BPlan net assets, end of year$1,017,538,247
Participants5.5KCovered participants reported5,546
Assets / participant$183.5KComputed: assets ÷ participants$183,498 (computed)
Provider compensation$423.5K2 Schedule C provider row(s)$423,462
- Plan sponsor
- Oncor Electric Delivery Company LLC
- EIN
- 75-2967830
- Plan number
- 002
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,546 | H, C | 20240801135515NAL0038908480001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$1B total assets
Net assets$1BLiabilities$140.2K
Full reported line items
Net assets
- Total assets (EOY)
- $1,017,678,472
- Total liabilities (EOY)
- $140,225
- Net assets (EOY)
- $1,017,538,247
- Net assets (BOY)
- $882,790,335
Income & contributions
- Employer contributions
- $28,873,207
- Participant contributions
- $56,902,462
- Total contributions
- $87,294,649
- Total income / additions
- $244,467,540
Expenses & distributions
- Benefits paid
- $109,302,792
- Administrative expenses
- $422,492
- Total expenses
- $109,719,628
- Net increase / (decrease)
- $134,747,912
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
34%66%
Employer 34%Participant 66%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $337,112 | not reported in the loaded dataset | 2023 |
| Fid Inv Inst Ops Co | RECORDKEEPER | $86,350 | $0 | 2023 |