401(k) · DOL Form 5500 · 2023

Energy Management, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
19
Participants Small participant base
45th
Percentile by assets National rank
$278,148
Avg per participant High balance/head
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Official DOL plan name: Energy Management, Inc. Profit Sharing & 401(k) Plan · Sponsored by Energy Management, Inc. · Massachusetts · Professional & Technical Services

$5M in assets, 19 participants

Energy Management, Inc.'s Energy Management, Inc. Profit Sharing & 401(k) Plan reported $5M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,803 in Professional & Technical Services (20,321 peers)

Energy Management, Inc. multi-year trail

Energy Management, Inc.'s plans moved +29.1% in assets from 2022 to 2024; this filing shows Energy Management, Inc. Profit Sharing & 401(k) Plan at $5M / 19 participants.

#8,803
in Professional & Technical Services (20,321 peers)
+2.7%
assets growth YoY

Energy Management, Inc. Profit Sharing & 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Energy Management, Inc. Profit Sharing & 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,284,814 45th percentile higher than 45% of 127,068 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 2023

Energy Management, Inc. Profit Sharing & 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Energy Management, Inc. Profit Sharing & 401(k) Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Energy Management, Inc. Profit Sharing & 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $136K in the plan year 2023 filing.
  • Energy Management, Inc. Profit Sharing & 401(k) Plan reported participants fell from 21 in the plan year 2022 filing to 19 in the plan year 2023 filing.
  • Energy Management, Inc. Profit Sharing & 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042582848 · Energy Management, Inc. PY 2023 · 401(k)

Energy Management, Inc. Profit Sharing & 401(k) Plan · $5M · 19 · 45th

  • BOOK $5M
  • VS-ST 19
  • BOY 45th
  • SCH 401(k)
  • EBSA near Woodpeckers LLC 401(k) Plan
  • PART ind #8803

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Energy Management, Inc. Profit Sharing & 401(k) Plan in the asset neighbourhood

Woodpeckers LLC 401(k) Plan$5MSilicon Valley Medical Development, LLC 401(k) PlanSilicon Valley Medical Devel…$5MCapitol Construction Services 401(k)Capitol Construction Service…$5MEnergy Management, Inc. Profit Sharing & 401(k) PlanEnergy Management, Inc. Prof…$5MQuartet Mso, LLC 401(k) Profit Sharing PlanQuartet Mso, LLC 401(k) Prof…$5M
End-of-year total assets ($M) among Energy Management, Inc. Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Energy Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Energy Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 29.131597926399984% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.15M $6.65M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 21 $5M
2023 1 19 $5M
2024 1 19 $7M

Energy Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$136K
Employer EIN042582848
Plan Effective Date1991-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Energy Management, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Energy Management, Inc. Profit Sharing & 401(k) Plan, Total assets ($B): 0.005284814 · Participants: 19Energy Management, Inc. Profit Sharing & 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Energy Management, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Energy Management, Inc. Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Energy Management, Inc. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Woodpeckers LLC 401(k) Plan in OH ($5M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Energy Management, Inc. Profit Sharing & 401(k) Plan assets move in 2023? ▼
Energy Management, Inc. Profit Sharing & 401(k) Plan edged up modestly - up 2.7% during 2023, from $5M to $5M. Reported net income was $136K.
How have Energy Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Energy Management, Inc.'s sponsor-wide assets grew 29.1%, from $5M to $7M.
Which 401(k) plans are similar in size to Energy Management, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Woodpeckers LLC 401(k) Plan in OH ($5M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Energy Management, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042582848.

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.