401(k) · DOL Form 5500 · 2022
Borrego Energy, LLC 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 491
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $56,025
- Avg per participant Low balance/head
Official DOL plan name: Borrego Energy Retirement Savings Plan · Sponsored by Borrego Energy, LLC · California · Utilities
$28M in assets, 491 participants
Borrego Energy, LLC's Borrego Energy Retirement Savings Plan reported $28M in total assets and 491 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- #335 in Utilities (738 peers)
Utilities sector rank
Within Utilities, Borrego Energy Retirement Savings Plan ranks #335 of 738 2022 filers by assets (1952% of the sector average)-$28M for 491 participants.
- #335
- in Utilities (738 peers)
- -30.6%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Borrego Energy Retirement Savings Plan's outsized position by total assets
Borrego Energy Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$27,508,423 Top 18% higher than 82% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Borrego Energy 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. Borrego Energy Retirement Savings Plan sits mid-pack in the medium band (491 participants).
Form 5500 schedule snapshot
Filing strip 810547865 · Borrego Energy, LLC PY 2022 · 401(k)
Borrego Energy Retirement Savings Plan · $28M · 491 · 82nd
- RANK $28M
- PHOTO 491
- IND 82nd
- EOY 401(k)
- 5500 near Ks Statebank Profit Sharing 401(k) Plan
- ASSETS ind #335
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 →
Borrego Energy Retirement Savings Plan in the asset neighbourhood
Utilities filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$12M |
| Employer EIN | 810547865 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Borrego Energy, LLC)
Sponsor-wide plan assets over time
All Borrego Energy, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 15.229546237528774% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 491 | $28M |
| 2023 | 1 | 274 | $23M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Borrego Energy Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Ks Statebank Profit Sharing 401(k) Plan in KS ($28M); by covered participants it is Nutrien Collectively Bargained 401(k) Retirement Plan in CO (491 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (491 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.