401(k) · DOL Form 5500 · 2022

Invenergy LLC 401(k) Plan

Data updated 2026-08-25

$132M
Total assets Near avg plan size
1,276
Participants Near avg headcount
94th
Percentile by assets National rank
$103,604
Avg per participant Below avg balance/head
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Official DOL plan name: Invenergy LLC 401(k) Plan · Sponsored by Invenergy LLC · Illinois · Utilities

$132M in assets, 1,276 participants

Invenergy LLC's Invenergy LLC 401(k) Plan reported $132M in total assets and 1,276 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #502 in Utilities (738 peers)

Utilities sector rank

Within Utilities, Invenergy LLC 401(k) Plan ranks #502 of 738 2022 filers by assets (406% of the sector average)-$132M for 1,276 participants.

#502
in Utilities (738 peers)
-6.7%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Invenergy LLC 401(k) Plan's outsized position by total assets

Invenergy LLC 401(k) Plan vs every filed plan by assets

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

$132,198,656 Top 6% higher than 94% 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

Invenergy LLC 401(k) 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. Invenergy LLC 401(k) Plan lands in the large band (1,276 participants).

Form 5500 schedule snapshot

Filing strip 364462793 · Invenergy LLC PY 2022 · 401(k)

Invenergy LLC 401(k) Plan · $132M · 1,276 · 94th

  • TYPE $132M
  • TYPE 1,276
  • TYPE 94th
  • TYPE 401(k)
  • TYPE near Walsh Group 401(k) and Profit Sharing Plan for Union and Non-Union Employees
  • TYPE ind #502

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 Illinois →

Invenergy LLC 401(k) Plan in the asset neighbourhood

Invenergy LLC 401(k) Plan$132MWalsh Group 401(k) and Profit Sharing Plan for Union and Non-Union EmployeesWalsh Group 401(k) and Profi…$132MAkebono Brake Corporation Retirement Savings PlanAkebono Brake Corporation Re…$132MWilliams Lea LLC 401(k) Savings PlanWilliams Lea LLC 401(k) Savi…$132MSeh America, Inc. Employee Benefit Savings PlanSeh America, Inc. Employee B…$132M
End-of-year total assets ($M) among Invenergy LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utilities filing particulars

Total Assets (Beginning of Year)$142M
Net Assets (End of Year)$132M
Net Income-$10M
Employer EIN364462793
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Invenergy LLC)

Sponsor-wide plan assets over time

All Invenergy LLC plans reported in each filing year

Latest sponsor-wide plan assets
$240M 81.73992933785954% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $132M $240M ▲ +81.7%
Year Plans Participants Total Assets
2022 1 1,276 $132M
2023 1 1,594 $183M
2024 1 1,969 $240M

Nearby 401(k) Plans in Illinois

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

Invenergy LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Invenergy LLC 401(k) Plan, Total assets ($B): 0.132198656 · Participants: 1276Invenergy LLC 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Invenergy LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Invenergy LLC 401(k) Plan side-by-side with 3 peers →

Invenergy LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Walsh Group 401(k) and Profit Sharing Plan for Union and Non-Union Employees in OR ($132M); by covered participants it is The Select Group, LLC 401(k) Profit Sharing Plan and Trust in NC (1,276 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,276 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 Invenergy LLC 401(k) Plan assets move in 2022? ▼
Invenergy LLC 401(k) Plan pulled back noticeably - down 6.7% during 2022, from $142M to $132M. Reported net income was -$10M.
How have Invenergy LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Invenergy LLC's sponsor-wide assets grew 81.7%, from $132M to $240M.
Where does Invenergy LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Invenergy LLC 401(k) Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Invenergy LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Walsh Group 401(k) and Profit Sharing Plan for Union and Non-Union Employees in OR ($132M, 567 participants).
Which 401(k) plans cover a similar participant headcount to Invenergy LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Select Group, LLC 401(k) Profit Sharing Plan and Trust in NC (1,276 participants, $23M 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 364462793.

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.