401(k) · DOL Form 5500 · 2022

Customized Energy Solutions, Ltd. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
163
Participants Small participant base
83rd
Percentile by assets National rank
$181,101
Avg per participant Above avg balance/head
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Official DOL plan name: Customized Energy Solutions, Ltd 401(k) Plan · Sponsored by Customized Energy Solutions, Ltd. · Pennsylvania · Professional & Technical Services

$30M in assets, 163 participants

Customized Energy Solutions, Ltd.'s Customized Energy Solutions, Ltd 401(k) Plan reported $30M in total assets and 163 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,933 in Professional & Technical Services (21,562 peers)

Coverage in Pennsylvania

Customized Energy Solutions, Ltd 401(k) Plan covers 163 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $30M.

#17,933
in Professional & Technical Services (21,562 peers)
-13.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

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

Customized Energy Solutions, Ltd 401(k) Plan's outsized position by total assets

Customized Energy Solutions, Ltd 401(k) Plan vs every filed plan by assets

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

$29,519,531 Top 17% higher than 83% 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

Customized Energy Solutions, Ltd 401(k) 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. Customized Energy Solutions, Ltd 401(k) Plan sits mid-pack in the medium band (163 participants).

Published 5500 schedule card

Filing strip 251811123 · Customized Energy Solutions, Ltd. PY 2022 · 401(k)

Customized Energy Solutions, Ltd 401(k) Plan · $30M · 163 · 83rd

  • TYPE $30M
  • NET 163
  • BOOK 83rd
  • VS-ST 401(k)
  • BOY near Advanced Sciences and Technologies, LLC 401(k) Plan
  • SCH ind #17933

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 Pennsylvania →

Customized Energy Solutions, Ltd 401(k) Plan in the asset neighbourhood

P2s Inc. 401(k) Plan$30MCustomized Energy Solutions, Ltd 401(k) PlanCustomized Energy Solutions,…$30MAdvanced Sciences and Technologies, LLC 401(k) PlanAdvanced Sciences and Techno…$30MAppalachian Hardwood 401(k) PlanAppalachian Hardwood 401(k) …$30MNybdc Dba Pursuit Employees Salary Reduction 401(k) PlanNybdc Dba Pursuit Employees …$30M
End-of-year total assets ($M) among Customized Energy Solutions, Ltd 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$30M
Net Income-$5M
Employer EIN251811123
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Customized Energy Solutions, Ltd.)

Sponsor-wide plan assets over time

All Customized Energy Solutions, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 37.50117845706966% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.5M $40.6M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 163 $30M
2023 1 161 $35M
2024 1 167 $41M

Nearby 401(k) Plans in Pennsylvania

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

Customized Energy Solutions, Ltd 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Customized Energy Solutions, Ltd 401(k) Plan, Total assets ($B): 0.029519531 · Participants: 163Customized Energy Solutions, Ltd 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Customized Energy Solutions, Ltd 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Customized Energy Solutions, Ltd 401(k) Plan side-by-side with 3 peers →

Customized Energy Solutions, Ltd 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Advanced Sciences and Technologies, LLC 401(k) Plan in NJ ($30M); by covered participants it is Orchid Underwriters Agency 401(k) Plan in FL (163 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Customized Energy Solutions, Ltd 401(k) Plan assets move in 2022? ▼
Customized Energy Solutions, Ltd 401(k) Plan pulled back noticeably - down 13.9% during 2022, from $34M to $30M. Reported net income was -$5M.
How have Customized Energy Solutions, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Customized Energy Solutions, Ltd.'s sponsor-wide assets grew 37.5%, from $30M to $41M.
Where does Customized Energy Solutions, Ltd 401(k) Plan rank by assets among Form 5500 filers? ▼
Customized Energy Solutions, Ltd 401(k) Plan ranks in the 83rd 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 Customized Energy Solutions, Ltd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advanced Sciences and Technologies, LLC 401(k) Plan in NJ ($30M, 247 participants).
Which 401(k) plans cover a similar participant headcount to Customized Energy Solutions, Ltd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Orchid Underwriters Agency 401(k) Plan in FL (163 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 251811123.

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.