401(k)
2022 plan-year 401(k) DOL Form 5500

Mercuria Energy America, LLC 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Mercuria Energy America, LLC ยท Texas ยท Wholesale Trade

What the 2023 filing shows

Mercuria Energy America, LLC 401(k) Plan holds $39M for 220 participants - about $175,322 per participant, down 11.0% over the 2022 plan year.

$39M
total plan assets (2022 EOY)
220
covered participants
$175,322
avg assets per participant
-11.0%
assets change YoY

The plan reported a net loss of $5M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$39M
Participants
220
State
Industry
Wholesale Trade

What the Filing Says About Mercuria Energy America, LLC 401(k) Plan

Mercuria Energy America, LLC 401(k) Plan is a 401(k) retirement plan sponsored by Mercuria Energy America, LLC, headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $39M in total end-of-year assets and covers 220 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 611600209, and the plan has been effective since 2008-04-22. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $43M at the beginning of 2022 to $39M at year-end โ€” a decline of 11.0%. Net assets (after liabilities) closed the year at $39M, with reported net income of $-4,778,534 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$43M
Total Assets (End of Year)$39M
Net Assets (End of Year)$39M
Net Income$-4,778,534
Plan Type401(k)
Employer EIN611600209
Plan Effective Date2008-04-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercuria Energy America, LLC)

Year Plans Participants Total Assets
2022 1 220 $39M
2023 1 243 $52M
2024 1 283 $69M

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Frequently Asked Questions

How much money is in the Mercuria Energy America, LLC 401(k) Plan?
As of the 2022 Form 5500 filing, Mercuria Energy America, LLC 401(k) Plan holds $39M in total assets with 220 participants. It is sponsored by Mercuria Energy America, LLC.
What type of plan is Mercuria Energy America, LLC 401(k) Plan?
Mercuria Energy America, LLC 401(k) Plan is a 401(k) plan. It has been effective since 2008-04-22. The plan is filed with the U.S. Department of Labor under EIN 611600209.
Who sponsors the Mercuria Energy America, LLC 401(k) Plan?
Mercuria Energy America, LLC 401(k) Plan is sponsored by Mercuria Energy America, LLC, located in Texas. The sponsor's EIN is 611600209 and the plan operates in the Wholesale Trade industry.
How did Mercuria Energy America, LLC 401(k) Plan perform in 2022?
Mercuria Energy America, LLC 401(k) Plan declined by 11.0% during 2022, moving from $43M to $39M in total assets. Net income was $-4,778,534.
Where can I find official filings for Mercuria Energy America, LLC 401(k) Plan?
Official Form 5500 filings for Mercuria Energy America, LLC 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 611600209 or plan name at efast.dol.gov.
How does Mercuria Energy America, LLC 401(k) Plan compare to other plans?
You can compare Mercuria Energy America, LLC 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 611600209.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.