Petrus Trust Company, Lta
Plan context: Perot Employee Retirement Savings Plan
EIN 80-0168836 • Dallas, TX • 6 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
99
2024 Assets
$54,967,359
2024 Contributions
$2,615,374
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 99 | $54,967,359 | $2,615,374 | $26,418iApproximate average salary by contribution assumption: employee only about $660,448 at 4% or $440,299 at 6%; with 50% employer match about $440,299 at 4% or $293,532 at 6%; with 100% employer match about $330,224 at 4% or $220,149 at 6%. |
| Perot Employee Retirement Savings Plan | - | 99 | $54,967,359 | $2,615,374 | $26,418iApproximate average salary by contribution assumption: employee only about $660,448 at 4% or $440,299 at 6%; with 50% employer match about $440,299 at 4% or $293,532 at 6%; with 100% employer match about $330,224 at 4% or $220,149 at 6%. |
| 2023 | 1 | 97 | $53,694,675 | $2,197,999 | $22,660iApproximate average salary by contribution assumption: employee only about $566,495 at 4% or $377,663 at 6%; with 50% employer match about $377,663 at 4% or $251,775 at 6%; with 100% employer match about $283,247 at 4% or $188,832 at 6%. |
| Perot Employee Retirement Savings Plan | - | 97 | $53,694,675 | $2,197,999 | $22,660iApproximate average salary by contribution assumption: employee only about $566,495 at 4% or $377,663 at 6%; with 50% employer match about $377,663 at 4% or $251,775 at 6%; with 100% employer match about $283,247 at 4% or $188,832 at 6%. |
| 2022 | 1 | 123 | $48,818,875 | $2,045,988 | $16,634iApproximate average salary by contribution assumption: employee only about $415,851 at 4% or $277,234 at 6%; with 50% employer match about $277,234 at 4% or $184,823 at 6%; with 100% employer match about $207,926 at 4% or $138,617 at 6%. |
| Perot Employee Retirement Savings Plan | - | 123 | $48,818,875 | $2,045,988 | $16,634iApproximate average salary by contribution assumption: employee only about $415,851 at 4% or $277,234 at 6%; with 50% employer match about $277,234 at 4% or $184,823 at 6%; with 100% employer match about $207,926 at 4% or $138,617 at 6%. |
| 2021 | 1 | 81 | $58,711,750 | $1,958,186 | $24,175iApproximate average salary by contribution assumption: employee only about $604,378 at 4% or $402,919 at 6%; with 50% employer match about $402,919 at 4% or $268,613 at 6%; with 100% employer match about $302,189 at 4% or $201,459 at 6%. |
| Perot Employee Retirement Savings Plan | - | 81 | $58,711,750 | $1,958,186 | $24,175iApproximate average salary by contribution assumption: employee only about $604,378 at 4% or $402,919 at 6%; with 50% employer match about $402,919 at 4% or $268,613 at 6%; with 100% employer match about $302,189 at 4% or $201,459 at 6%. |
| 2020 | 2 | 102 | $54,696,939 | $2,752,096 | $26,981iApproximate average salary by contribution assumption: employee only about $674,533 at 4% or $449,689 at 6%; with 50% employer match about $449,689 at 4% or $299,793 at 6%; with 100% employer match about $337,267 at 4% or $224,844 at 6%. |
| Perot Employee Retirement Savings Plan | - | 102 | $54,696,939 | $2,752,096 | $26,981iApproximate average salary by contribution assumption: employee only about $674,533 at 4% or $449,689 at 6%; with 50% employer match about $449,689 at 4% or $299,793 at 6%; with 100% employer match about $337,267 at 4% or $224,844 at 6%. |
| Petrus Welfare Benefit Plan | - | 0 | - | - | - |