401(k) · DOL Form 5500 · 2022

Energy Experts International 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
197
Participants Below avg headcount
61st
Percentile by assets National rank
$42,815
Avg per participant Low balance/head
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Official DOL plan name: Energy Experts International 401(k) Profit Sharing Plan & Trust · Sponsored by Energy Experts International · California · Utilities

$8M in assets, 197 participants

Energy Experts International's Energy Experts International 401(k) Profit Sharing Plan & Trust reported $8M in total assets and 197 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #190 in Utilities (738 peers)

Coverage in California

Energy Experts International 401(k) Profit Sharing Plan & Trust covers 197 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $8M.

#190
in Utilities (738 peers)
-11.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Energy Experts International 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Utilities and all filers

Energy Experts International 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$8,434,637 Top 39% higher than 61% 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

Energy Experts International 401(k) Profit Sharing Plan & Trust 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. Energy Experts International 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (197 participants).

DOL schedule card

Filing strip 943335277 · Energy Experts International PY 2022 · 401(k)

Energy Experts International 401(k) Profit Sharing Plan & Trust · $8M · 197 · 61st

  • BOY $8M
  • SCH 197
  • EBSA 61st
  • PART 401(k)
  • TYPE near Addx Corporation 401(k) Plan
  • NET ind #190

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 California →

Energy Experts International 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

The Wilder Companies 401(k) PlanThe Wilder Companies 401(k) …$8MEnergy Experts International 401(k) Profit Sharing Plan & TrustEnergy Experts International…$8MAddx Corporation 401(k) Plan$8MMassage Envy Franchising LLC 401(k) PlanMassage Envy Franchising LLC…$8MBoth, Inc. 401 (K) Plan$8M
End-of-year total assets ($M) among Energy Experts International 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN943335277
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Energy Experts International)

Sponsor-wide plan assets over time

All Energy Experts International plans reported in each filing year

Latest sponsor-wide plan assets
$10M 24.14124045883658% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.43M $10.5M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 197 $8M
2023 1 161 $10M
2024 1 126 $10M

Nearby 401(k) Plans in California

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

Energy Experts International 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Energy Experts International 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.008434637 · Participants: 197Energy Experts International 401(k) Profit Sharing Plan & TrustWells 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
Energy Experts International 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Energy Experts International 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Energy Experts International 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Addx Corporation 401(k) Plan in VA ($8M); by covered participants it is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (197 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 Energy Experts International 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Energy Experts International 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 11.4% during 2022, from $10M to $8M. Reported net income was -$1M.
How have Energy Experts International plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Energy Experts International's sponsor-wide assets grew 24.1%, from $8M to $10M.
Which 401(k) plans are similar in size to Energy Experts International 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Addx Corporation 401(k) Plan in VA ($8M, 66 participants).
Which 401(k) plans cover a similar participant headcount to Energy Experts International 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants, $16M 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 943335277.

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.