401(k) · DOL Form 5500 · 2022

Utility System Efficiencies, Inc 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
18
Participants Small participant base
62nd
Percentile by assets National rank
$485,224
Avg per participant High balance/head
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Official DOL plan name: Utility System Efficiencies 401(k) Profit Sharing Plan · Sponsored by Utility System Efficiencies, Inc · California · Professional & Technical Services

$9M in assets, 18 participants

Utility System Efficiencies, Inc's Utility System Efficiencies 401(k) Profit Sharing Plan reported $9M in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #13,051 in Professional & Technical Services (21,562 peers)

Utility System Efficiencies, Inc multi-year trail

Utility System Efficiencies, Inc's plans moved +57.9% in assets from 2022 to 2024; this filing shows Utility System Efficiencies 401(k) Profit Sharing Plan at $9M / 18 participants.

#13,051
in Professional & Technical Services (21,562 peers)
-26.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Utility System Efficiencies 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Utility System Efficiencies 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,734,027 Top 38% higher than 62% of 139,123 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 2022

Utility System Efficiencies 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Utility System Efficiencies 401(k) Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 680462420 · Utility System Efficiencies, Inc PY 2022 · 401(k)

Utility System Efficiencies 401(k) Profit Sharing Plan · $9M · 18 · 62nd

  • TYPE $9M
  • TYPE 18
  • TYPE 62nd
  • TYPE 401(k)
  • TYPE near Buckner Heavylift Cranes, LLC 401(k) Plan
  • TYPE ind #13051

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 Professional & Technical Services retirement plans → · Plans in California →

Utility System Efficiencies 401(k) Profit Sharing Plan in the asset neighbourhood

Utility System Efficiencies 401(k) Profit Sharing PlanUtility System Efficiencies …$9MBuckner Heavylift Cranes, LLC 401(k) PlanBuckner Heavylift Cranes, LL…$9MGames Workshop Retirement Savings PlanGames Workshop Retirement Sa…$9MInstrument Development Corp. 401(k) Profit Sharing PlanInstrument Development Corp.…$9MBlue Springs Ford Sales, Inc. 401(k) Profit Sharing Plan and TrustBlue Springs Ford Sales, Inc…$9M
End-of-year total assets ($M) among Utility System Efficiencies 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utility System Efficiencies, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Utility System Efficiencies, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$14M 57.94687834145692% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.73M $13.8M ▲ +58.1%
Year Plans Participants Total Assets
2022 1 18 $9M
2023 1 18 $11M
2024 1 19 $14M

Utility System Efficiencies, Inc filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$9M
Net Income-$3M
Employer EIN680462420
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Utility System Efficiencies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Utility System Efficiencies 401(k) Profit Sharing Plan, Total assets ($B): 0.008734027 · Participants: 18Utility System Efficiencies 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Utility System Efficiencies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Utility System Efficiencies 401(k) Profit Sharing Plan side-by-side with 3 peers →

Utility System Efficiencies 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Buckner Heavylift Cranes, LLC 401(k) Plan in NC ($9M); by covered participants it is Paragon Health Services 401(k) Plan in LA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Utility System Efficiencies 401(k) Profit Sharing Plan assets move in 2022? ▼
Utility System Efficiencies 401(k) Profit Sharing Plan declined sharply - down 26.9% during 2022, from $12M to $9M. Reported net income was -$3M.
How have Utility System Efficiencies, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utility System Efficiencies, Inc's sponsor-wide assets grew 57.9%, from $9M to $14M.
Which 401(k) plans are similar in size to Utility System Efficiencies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Buckner Heavylift Cranes, LLC 401(k) Plan in NC ($9M, 204 participants).
Which 401(k) plans cover a similar participant headcount to Utility System Efficiencies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Paragon Health Services 401(k) Plan in LA (18 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680462420.

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.