401(k) · DOL Form 5500 · 2022

Energy Exemplar LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
97
Participants Small participant base
59th
Percentile by assets National rank
$76,937
Avg per participant Below avg balance/head
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Official DOL plan name: Energy Exemplar LLC 401(k) Plan & Trust · Sponsored by Energy Exemplar LLC · Utah · Information & Media

$7M in assets, 97 participants

Energy Exemplar LLC's Energy Exemplar LLC 401(k) Plan & Trust reported $7M in total assets and 97 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #1,329 in Information & Media (2,911 peers)

Energy Exemplar LLC multi-year trail

Energy Exemplar LLC's plans moved +73.7% in assets from 2022 to 2024; this filing shows Energy Exemplar LLC 401(k) Plan & Trust at $7M / 97 participants.

#1,329
in Information & Media (2,911 peers)
+4.2%
assets growth YoY

Energy Exemplar LLC 401(k) Plan & Trust's mid-pack asset rank among Information & Media and all filers

Energy Exemplar LLC 401(k) Plan & Trust vs every filed plan by assets

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

$7,462,841 Top 41% higher than 59% 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 Exemplar LLC 401(k) Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Energy Exemplar LLC 401(k) Plan & Trust is a small filing (97 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 202473325 · Energy Exemplar LLC PY 2022 · 401(k)

Energy Exemplar LLC 401(k) Plan & Trust · $7M · 97 · 59th

  • BOOK $7M
  • BOOK 97
  • BOOK 59th
  • BOOK 401(k)
  • BOOK near Powin Energy Operating LLC 401(k) Plan
  • BOOK ind #1329

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 Information & Media retirement plans → · Plans in Utah →

Energy Exemplar LLC 401(k) Plan & Trust in the asset neighbourhood

Energy Exemplar LLC 401(k) Plan & TrustEnergy Exemplar LLC 401(k) P…$7MPowin Energy Operating LLC 401(k) PlanPowin Energy Operating LLC 4…$7MTcr2 Therapeutics, Inc. 401(k) Retirement PlanTcr2 Therapeutics, Inc. 401(…$7MWinzer Corporation 401(k) PlanWinzer Corporation 401(k) Pl…$7MVeritas Investments 401(k) PlanVeritas Investments 401(k) P…$7M
End-of-year total assets ($M) among Energy Exemplar LLC 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Energy Exemplar LLC multi-year asset trail

Sponsor-wide plan assets over time

All Energy Exemplar LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 73.66394379834705% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.46M $13M ▲ +73.7%
Year Plans Participants Total Assets
2022 1 97 $7M
2023 1 117 $10M
2024 1 119 $13M

Energy Exemplar LLC filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$299K
Employer EIN202473325
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Energy Exemplar LLC 401(k) Plan & Trust vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Energy Exemplar LLC 401(k) Plan & Trust, Total assets ($B): 0.007462841 · Participants: 97Energy Exemplar LLC 401(k) Plan & TrustDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Energy Exemplar LLC 401(k) Plan & Trust vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Energy Exemplar LLC 401(k) Plan & Trust side-by-side with 3 peers →

Energy Exemplar LLC 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Powin Energy Operating LLC 401(k) Plan in OR ($7M); by covered participants it is Rhode Island Eye Institute 401(k)Profit Sharing Plan in RI (97 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Exemplar LLC 401(k) Plan & Trust assets move in 2022? ▼
Energy Exemplar LLC 401(k) Plan & Trust edged up modestly - up 4.2% during 2022, from $7M to $7M. Reported net income was $299K.
How have Energy Exemplar LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Energy Exemplar LLC's sponsor-wide assets grew 73.7%, from $7M to $13M.
Which 401(k) plans are similar in size to Energy Exemplar LLC 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Powin Energy Operating LLC 401(k) Plan in OR ($7M, 197 participants).
Which 401(k) plans cover a similar participant headcount to Energy Exemplar LLC 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Rhode Island Eye Institute 401(k)Profit Sharing Plan in RI (97 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 202473325.

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.