401(k) · DOL Form 5500 · 2022

Independence Energy Management, LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
730
Participants Near avg headcount
83rd
Percentile by assets National rank
$41,745
Avg per participant Low balance/head
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Official DOL plan name: Independence Energy Management, LLC 401(k) Plan · Sponsored by Independence Energy Management, LLC · Texas · Mining & Oil Extraction

$30M in assets, 730 participants

Independence Energy Management, LLC's Independence Energy Management, LLC 401(k) Plan reported $30M in total assets and 730 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.

  • #616 in Mining & Oil Extraction (892 peers)

Where Independence Energy Management, LLC 401(k) Plan sits by assets

Independence Energy Management, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 730 participants (~$41,745/participant).

#616
in Mining & Oil Extraction (892 peers)
$30M
reported net income
0.3×
vs typical plan assets (national mean)

Independence Energy Management, LLC 401(k) Plan's outsized position by total assets

Independence Energy Management, LLC 401(k) Plan vs every filed plan by assets

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

$30,473,539 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

Independence Energy Management, LLC 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. Independence Energy Management, LLC 401(k) Plan sits mid-pack in the medium band (730 participants).

EBSA filing schedule strip

Filing strip 862772723 · Independence Energy Management, LLC PY 2022 · 401(k)

Independence Energy Management, LLC 401(k) Plan · $30M · 730 · 83rd

  • EBSA $30M
  • EBSA 730
  • EBSA 83rd
  • EBSA 401(k)
  • EBSA near Canfield Scientific, Inc. Profit Sharing 401(k) Plan
  • EBSA ind #616

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

Independence Energy Management, LLC 401(k) Plan in the asset neighbourhood

Eli Research, LLC Profit Sharing Plan and TrustEli Research, LLC Profit Sha…$30MIndependence Energy Management, LLC 401(k) PlanIndependence Energy Manageme…$30MCanfield Scientific, Inc. Profit Sharing 401(k) PlanCanfield Scientific, Inc. Pr…$30MBridger Orthopedics & Sports Medicine, P.C. Profit Sharing PlanBridger Orthopedics & Sports…$30MSouthern Orthopedic Associates 401(k) Profit Sharing PlanSouthern Orthopedic Associat…$30M
End-of-year total assets ($M) among Independence Energy Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$30M
Net Income$30M
Employer EIN862772723
Plan Effective Date2022-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independence Energy Management, LLC)

Sponsor-wide plan assets over time

All Independence Energy Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$79M 159.13722393713445% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $30.5M $79M ▲ +159.2%
Year Plans Participants Total Assets
2022 1 730 $30M
2023 1 870 $50M
2024 1 935 $79M

Nearby 401(k) Plans in Texas

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

Independence Energy Management, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Independence Energy Management, LLC 401(k) Plan, Total assets ($B): 0.030473539 · Participants: 730Independence Energy Management, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Independence Energy Management, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Independence Energy Management, LLC 401(k) Plan side-by-side with 3 peers →

Independence Energy Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Canfield Scientific, Inc. Profit Sharing 401(k) Plan in NJ ($30M); by covered participants it is The Associated Jewish Community Federation of Baltimore 401(k) Thrift Plan in MD (730 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (730 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 have Independence Energy Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independence Energy Management, LLC's sponsor-wide assets grew 159.1%, from $30M to $79M.
Where does Independence Energy Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Independence Energy Management, LLC 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 Independence Energy Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Canfield Scientific, Inc. Profit Sharing 401(k) Plan in NJ ($30M, 215 participants).
Which 401(k) plans cover a similar participant headcount to Independence Energy Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Associated Jewish Community Federation of Baltimore 401(k) Thrift Plan in MD (730 participants, $52M 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 862772723.

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.