401(k) · DOL Form 5500 · 2022

Energy Harbor Corp. 401(k) Plan

Data updated 2026-08-25

$630M
Total assets Above avg plan size
2,359
Participants Above avg headcount
98th
Percentile by assets National rank
$267,129
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Energy Harbor 401(k) & Retirement Contribution Plan · Sponsored by Energy Harbor Corp. · Ohio · Utilities

$630M in assets, 2,359 participants

Energy Harbor Corp.'s Energy Harbor 401(k) & Retirement Contribution Plan reported $630M in total assets and 2,359 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #632 in Utilities (738 peers)

Coverage in Ohio

Energy Harbor 401(k) & Retirement Contribution Plan covers 2,359 participants in Ohio, 3.1x the typical Ohio plan (state average ~765 per filing). Assets: $630M.

#632
in Utilities (738 peers)
-15.8%
assets change YoY
6.3×
vs typical plan assets (national mean)

The plan reported a net loss of $118M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Energy Harbor 401(k) & Retirement Contribution Plan's outsized position by total assets

Energy Harbor 401(k) & Retirement Contribution Plan vs every filed plan by assets

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

$630,156,312 Top 2% higher than 98% 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 Harbor 401(k) & Retirement Contribution Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Energy Harbor 401(k) & Retirement Contribution Plan lands in the large band (2,359 participants).

DOL schedule card

Filing strip 843992199 · Energy Harbor Corp. PY 2022 · 401(k)

Energy Harbor 401(k) & Retirement Contribution Plan · $630M · 2,359 · 98th

  • PCT $630M
  • PCT 2,359
  • PCT 98th
  • PCT 401(k)
  • PCT near Mitsubishi Electric U.S. Companies' Retirement Plan
  • PCT ind #632

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 Ohio →

Energy Harbor 401(k) & Retirement Contribution Plan in the asset neighbourhood

Granite Construction Profit Sharing and 401(k) PlanGranite Construction Profit …$631MEnergy Harbor 401(k) & Retirement Contribution PlanEnergy Harbor 401(k) & Retir…$630MMitsubishi Electric U.S. Companies' Retirement PlanMitsubishi Electric U.S. Com…$629MNuance Communications, Inc. 401(k) PlanNuance Communications, Inc. …$629MAlliant Insurance Services, Inc. 401(k) Savings & Investment PlanAlliant Insurance Services, …$629M
End-of-year total assets ($M) among Energy Harbor 401(k) & Retirement Contribution Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$748M
Net Assets (End of Year)$630M
Net Income-$118M
Employer EIN843992199
Plan Effective Date2020-02-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Energy Harbor Corp.)

Sponsor-wide plan assets over time

All Energy Harbor Corp. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$200M$400M$600M$800M 202220232024 $648M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 3,170 $648M
2023 2 3,021 $701M
2024 1 2,051 N/A

Nearby 401(k) Plans in Ohio

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

Energy Harbor 401(k) & Retirement Contribution Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 0246810 Total assets ($B) Participants Energy Harbor 401(k) & Retirement Contribution Plan, Total assets ($B): 0.630156312 · Participants: 2359Energy Harbor 401(k) & Retirement Contribution PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Energy Harbor 401(k) & Retirement Contribution Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Energy Harbor 401(k) & Retirement Contribution Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Mitsubishi Electric U.S. Companies' Retirement Plan in CA ($629M); by covered participants it is Globe Life Inc. Savings and Investment Plan in TX (2,359 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,359 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 Harbor 401(k) & Retirement Contribution Plan assets move in 2022? ▼
Energy Harbor 401(k) & Retirement Contribution Plan declined sharply - down 15.8% during 2022, from $748M to $630M. Reported net income was -$118M.
Where does Energy Harbor 401(k) & Retirement Contribution Plan rank by assets among Form 5500 filers? ▼
Energy Harbor 401(k) & Retirement Contribution Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Energy Harbor 401(k) & Retirement Contribution Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mitsubishi Electric U.S. Companies' Retirement Plan in CA ($629M, 3,294 participants).
Which 401(k) plans cover a similar participant headcount to Energy Harbor 401(k) & Retirement Contribution Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Globe Life Inc. Savings and Investment Plan in TX (2,359 participants, $242M in assets).