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

Flywheel Energy Retirement Plan

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

Sponsored by Flywheel Energy Management, LLC · Oklahoma · Utilities

What the 2023 filing shows

Flywheel Energy Retirement Plan holds $18M for 281 participants — about $63,329 per participant, down 2.7% over the 2022 plan year.

$18M
total plan assets (2022 EOY)
281
covered participants
$63,329
avg assets per participant
-2.7%
assets change YoY

The plan reported a net loss of $494K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$18M
Participants
281
State
Industry
Utilities

What the Filing Says About Flywheel Energy Retirement Plan

Flywheel Energy Retirement Plan is a 401(k) retirement plan sponsored by Flywheel Energy Management, LLC, headquartered in Oklahoma. As of the 2022 Form 5500 filing, the plan reports $18M in total end-of-year assets and covers 281 participants across the Utilities industry. The sponsor's EIN on file with the U.S. Department of Labor is 364863019, and the plan has been effective since 2019-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $18M at the beginning of 2022 to $18M at year-end — a decline of 2.7%. Net assets (after liabilities) closed the year at $18M, with reported net income of $-493,952 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 — 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)$18M
Total Assets (End of Year)$18M
Net Assets (End of Year)$18M
Net Income$-493,952
Plan Type401(k)
Employer EIN364863019
Plan Effective Date2019-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Flywheel Energy Management, LLC)

Year Plans Participants Total Assets
2022 1 281 $18M
2023 1 310 $25M
2024 1 284 $31M

Nearby 401(k) Plans in Oklahoma

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

Frequently Asked Questions

How much money is in the Flywheel Energy Retirement Plan?
As of the 2022 Form 5500 filing, Flywheel Energy Retirement Plan holds $18M in total assets with 281 participants. It is sponsored by Flywheel Energy Management, LLC.
What type of plan is Flywheel Energy Retirement Plan?
Flywheel Energy Retirement Plan is a 401(k) plan. It has been effective since 2019-07-01. The plan is filed with the U.S. Department of Labor under EIN 364863019.
Who sponsors the Flywheel Energy Retirement Plan?
Flywheel Energy Retirement Plan is sponsored by Flywheel Energy Management, LLC, located in Oklahoma. The sponsor's EIN is 364863019 and the plan operates in the Utilities industry.
How did Flywheel Energy Retirement Plan perform in 2022?
Flywheel Energy Retirement Plan declined by 2.7% during 2022, moving from $18M to $18M in total assets. Net income was $-493,952.
Where can I find official filings for Flywheel Energy Retirement Plan?
Official Form 5500 filings for Flywheel Energy Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 364863019 or plan name at efast.dol.gov.
How does Flywheel Energy Retirement Plan compare to other plans?
You can compare Flywheel Energy Retirement Plan against other 401(k) plans on the plan type page, or view plans in Oklahoma 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) — original filing retrieval by EIN 364863019.

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

Reference: IRS Publication 590-B — 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.