401(k) · DOL Form 5500 · 2022

Vicinity Energy, LLC 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
450
Participants Below avg headcount
91st
Percentile by assets National rank
$168,375
Avg per participant Above avg balance/head
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Official DOL plan name: Vicinity Energy Employees 401(k) Plan · Sponsored by Vicinity Energy, LLC · Massachusetts · Utilities

$76M in assets, 450 participants

Vicinity Energy, LLC's Vicinity Energy Employees 401(k) Plan reported $76M in total assets and 450 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #455 in Utilities (738 peers)

Utilities sector rank

Within Utilities, Vicinity Energy Employees 401(k) Plan ranks #455 of 738 2022 filers by assets (709% of the sector average)-$76M for 450 participants.

#455
in Utilities (738 peers)
-16.1%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vicinity Energy Employees 401(k) Plan's outsized position by total assets

Vicinity Energy Employees 401(k) Plan vs every filed plan by assets

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

$75,768,717 Top 9% higher than 91% 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

Vicinity Energy Employees 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. Vicinity Energy Employees 401(k) Plan sits mid-pack in the medium band (450 participants).

Form 5500 schedule snapshot

Filing strip 383680309 · Vicinity Energy, LLC PY 2022 · 401(k)

Vicinity Energy Employees 401(k) Plan · $76M · 450 · 91st

  • VS-ST $76M
  • VS-ST 450
  • VS-ST 91st
  • VS-ST 401(k)
  • VS-ST near Napa Management Services Corp. Admin P/S Pln Employees Profit Sharing Plan & Trust
  • VS-ST ind #455

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 Massachusetts →

Vicinity Energy Employees 401(k) Plan in the asset neighbourhood

Kimray, Inc. 401(k) Profit Sharing PlanKimray, Inc. 401(k) Profit S…$76MVicinity Energy Employees 401(k) PlanVicinity Energy Employees 40…$76MNapa Management Services Corp. Admin P/S Pln Employees Profit Sharing Plan & TrustNapa Management Services Cor…$76MBoeing Distribution Services Inc. Retirement PlanBoeing Distribution Services…$76MVictory Packaging L.P. 401(k) PlanVictory Packaging L.P. 401(k…$76M
End-of-year total assets ($M) among Vicinity Energy Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utilities filing particulars

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$76M
Net Income-$15M
Employer EIN383680309
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vicinity Energy, LLC)

Sponsor-wide plan assets over time

All Vicinity Energy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$99M 31.13031463895581% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $75.8M $99.4M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 450 $76M
2023 1 483 $88M
2024 1 523 $99M

Nearby 401(k) Plans in Massachusetts

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

Vicinity Energy Employees 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Vicinity Energy Employees 401(k) Plan, Total assets ($B): 0.075768717 · Participants: 450Vicinity Energy Employees 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Vicinity Energy Employees 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Vicinity Energy Employees 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Napa Management Services Corp. Admin P/S Pln Employees Profit Sharing Plan & Trust in NY ($76M); by covered participants it is Southern Hvac Corporation 401(k) Plan in FL (450 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (450 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 Vicinity Energy Employees 401(k) Plan assets move in 2022? ▼
Vicinity Energy Employees 401(k) Plan declined sharply - down 16.1% during 2022, from $90M to $76M. Reported net income was -$15M.
How have Vicinity Energy, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vicinity Energy, LLC's sponsor-wide assets grew 31.1%, from $76M to $99M.
Where does Vicinity Energy Employees 401(k) Plan rank by assets among Form 5500 filers? ▼
Vicinity Energy Employees 401(k) Plan ranks in the 91st 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 Vicinity Energy Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Napa Management Services Corp. Admin P/S Pln Employees Profit Sharing Plan & Trust in NY ($76M, 846 participants).
Which 401(k) plans cover a similar participant headcount to Vicinity Energy Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Hvac Corporation 401(k) Plan in FL (450 participants, $6M 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 383680309.

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.