401(k) · DOL Form 5500 · 2022

Onward Energy Management, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
170
Participants Small participant base
78th
Percentile by assets National rank
$120,108
Avg per participant Near avg balance/head
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Official DOL plan name: Onward Energy 401(k) Retirement Savings Plan · Sponsored by Onward Energy Management, LLC · New York · Utilities

$20M in assets, 170 participants

Onward Energy Management, LLC's Onward Energy 401(k) Retirement Savings Plan reported $20M in total assets and 170 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #295 in Utilities (738 peers)

Coverage in New York

Onward Energy 401(k) Retirement Savings Plan covers 170 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $20M.

#295
in Utilities (738 peers)
-8.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Onward Energy 401(k) Retirement Savings Plan's outsized position by total assets

Onward Energy 401(k) Retirement Savings Plan vs every filed plan by assets

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

$20,418,325 Top 22% higher than 78% 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

Onward Energy 401(k) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Onward Energy 401(k) Retirement Savings Plan sits mid-pack in the medium band (170 participants).

DOL schedule card

Filing strip 475468489 · Onward Energy Management, LLC PY 2022 · 401(k)

Onward Energy 401(k) Retirement Savings Plan · $20M · 170 · 78th

  • PHOTO $20M
  • PHOTO 170
  • PHOTO 78th
  • PHOTO 401(k)
  • PHOTO near Earth Systems, Inc. 401(k) Plan
  • PHOTO ind #295

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 Utilities retirement plans → · Plans in New York →

Onward Energy 401(k) Retirement Savings Plan in the asset neighbourhood

Onward Energy 401(k) Retirement Savings PlanOnward Energy 401(k) Retirem…$20MEarth Systems, Inc. 401(k) PlanEarth Systems, Inc. 401(k) P…$20MArkansas Valley Regional Medical Center 401(k) Plan and TrustArkansas Valley Regional Med…$20MNovelle Health, LLC 401(k) Retirement PlanNovelle Health, LLC 401(k) R…$20MMarlin Leasing Corporation 401(k) Profit Sharing Plan & TrustMarlin Leasing Corporation 4…$20M
End-of-year total assets ($M) among Onward Energy 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$20M
Net Income-$2M
Employer EIN475468489
Plan Effective Date2009-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Onward Energy Management, LLC)

Sponsor-wide plan assets over time

All Onward Energy Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$73M 257.67767434400224% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $20.4M $73M ▲ +257.6%
Year Plans Participants Total Assets
2022 1 170 $20M
2023 2 450 $58M
2024 2 548 $73M

Nearby 401(k) Plans in New York

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

Onward Energy 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Onward Energy 401(k) Retirement Savings Plan, Total assets ($B): 0.020418325 · Participants: 170Onward Energy 401(k) Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Onward Energy 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Onward Energy 401(k) Retirement Savings Plan side-by-side with 3 peers →

Onward Energy 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Earth Systems, Inc. 401(k) Plan in CA ($20M); by covered participants it is Baker Boyer Bancorp 401(k) Profit Sharing Plan & Trust in WA (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Onward Energy 401(k) Retirement Savings Plan assets move in 2022? ▼
Onward Energy 401(k) Retirement Savings Plan pulled back noticeably - down 8.5% during 2022, from $22M to $20M. Reported net income was -$2M.
How have Onward Energy Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Onward Energy Management, LLC's sponsor-wide assets grew 257.7%, from $20M to $73M.
Where does Onward Energy 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Onward Energy 401(k) Retirement Savings Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Onward Energy 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Earth Systems, Inc. 401(k) Plan in CA ($20M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Onward Energy 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Baker Boyer Bancorp 401(k) Profit Sharing Plan & Trust in WA (170 participants, $60M 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 475468489.

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.