401(k) · DOL Form 5500 · 2022

Beowulf Energy LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
28
Participants Small participant base
46th
Percentile by assets National rank
$142,212
Avg per participant Near avg balance/head
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Official DOL plan name: Beowulf Energy LLC 401(k) Plan · Sponsored by Beowulf Energy LLC · New York · Utilities

$4M in assets, 28 participants

Beowulf Energy LLC's Beowulf Energy LLC 401(k) Plan reported $4M in total assets and 28 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #132 in Utilities (738 peers)

Utilities sector rank

Within Utilities, Beowulf Energy LLC 401(k) Plan ranks #132 of 738 2022 filers by assets (13484% of the sector average)-$4M for 28 participants.

#132
in Utilities (738 peers)
-19.6%
assets change YoY

The plan reported a net loss of $972K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beowulf Energy LLC 401(k) Plan's mid-pack asset rank among Utilities and all filers

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

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

$3,981,941 46th percentile higher than 46% 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

Beowulf Energy LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beowulf Energy LLC 401(k) Plan is a small filing (28 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 300426092 · Beowulf Energy LLC PY 2022 · 401(k)

Beowulf Energy LLC 401(k) Plan · $4M · 28 · 46th

  • PART $4M
  • TYPE 28
  • NET 46th
  • BOOK 401(k)
  • VS-ST near Papa, Inc. 401(k) Plan
  • BOY ind #132

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 New York →

Beowulf Energy LLC 401(k) Plan in the asset neighbourhood

Beowulf Energy LLC 401(k) PlanBeowulf Energy LLC 401(k) Pl…$4MPapa, Inc. 401(k) Plan$4MUniversity Club of Boston 401(k) PlanUniversity Club of Boston 40…$4MMetroplex Welding Supply, Inc. Profit Sharing PlanMetroplex Welding Supply, In…$4MOcala Breeders' Sales Co., Inc. 401(k) Profit Sharing PlanOcala Breeders' Sales Co., I…$4M
End-of-year total assets ($M) among Beowulf Energy 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)$5M
Net Assets (End of Year)$4M
Net Income-$972K
Employer EIN300426092
Plan Effective Date2008-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beowulf Energy LLC)

Sponsor-wide plan assets over time

All Beowulf Energy LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.80700442321973% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.98M $3.31M ▼ -16.8%
Year Plans Participants Total Assets
2022 1 28 $4M
2023 1 27 $4M
2024 1 26 $3M

Nearby 401(k) Plans in New York

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

Beowulf Energy LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Beowulf Energy LLC 401(k) Plan, Total assets ($B): 0.003981941 · Participants: 28Beowulf Energy LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Beowulf Energy LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

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

Outside New York, the nearest 401(k) by assets is Papa, Inc. 401(k) Plan in FL ($4M); by covered participants it is Boatner & Pugh, LLC 401(k) and Profit Sharing Plan in AL (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Beowulf Energy LLC 401(k) Plan assets move in 2022?
Beowulf Energy LLC 401(k) Plan declined sharply - down 19.6% during 2022, from $5M to $4M. Reported net income was -$972K.
How have Beowulf Energy LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Beowulf Energy LLC's sponsor-wide assets declined 16.8%, from $4M to $3M.
Which 401(k) plans are similar in size to Beowulf Energy LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Papa, Inc. 401(k) Plan in FL ($4M, 367 participants).
Which 401(k) plans cover a similar participant headcount to Beowulf Energy LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Boatner & Pugh, LLC 401(k) and Profit Sharing Plan in AL (28 participants, $3M in assets).