401(k) · DOL Form 5500 · 2023

Energy Management Collaborative, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
187
Participants Below avg headcount
64th
Percentile by assets National rank
$67,567
Avg per participant Below avg balance/head
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Official DOL plan name: Energy Management Collaborative 401 (K) Plan · Sponsored by Energy Management Collaborative, LLC · Minnesota · Construction

$13M in assets, 187 participants

Energy Management Collaborative, LLC's Energy Management Collaborative 401 (K) Plan reported $13M in total assets and 187 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #5,609 in Construction (9,030 peers)

Coverage in Minnesota

Energy Management Collaborative 401 (K) Plan covers 187 participants in Minnesota, about 17% of the average Minnesota filer (state average ~1,126 per filing). Assets: $13M.

#5,609
in Construction (9,030 peers)
+38.6%
assets growth YoY

Energy Management Collaborative 401 (K) Plan's mid-pack asset rank among Construction and all filers

Energy Management Collaborative 401 (K) Plan vs every filed plan by assets

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

$12,634,995 Top 36% higher than 64% 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 Collaborative 401 (K) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Energy Management Collaborative 401 (K) Plan sits mid-pack in the medium band (187 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Energy Management Collaborative 401 (K) Plan reported net income rose from -$352K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Energy Management Collaborative 401 (K) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Energy Management Collaborative 401 (K) Plan reported participants rose from 164 in the plan year 2022 filing to 187 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 200029039 · Energy Management Collaborative, LLC PY 2023 · 401(k)

Energy Management Collaborative 401 (K) Plan · $13M · 187 · 64th

  • VS-ST $13M
  • VS-ST 187
  • VS-ST 64th
  • VS-ST 401(k)
  • VS-ST near Southern Marketing Affiliates, Inc. 401(k) Plan
  • VS-ST ind #5609

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 Construction retirement plans → · Plans in Minnesota →

Energy Management Collaborative 401 (K) Plan in the asset neighbourhood

Benteler Automotive Corporation Holland Union Savings/Retirement PlanBenteler Automotive Corporat…$13MGrannas Brothers Retirement PlanGrannas Brothers Retirement …$13MSystem Dynamics International, Inc. 401(k) PlanSystem Dynamics Internationa…$13MEnergy Management Collaborative 401 (K) PlanEnergy Management Collaborat…$13MSouthern Marketing Affiliates, Inc. 401(k) PlanSouthern Marketing Affiliate…$13M
End-of-year total assets ($M) among Energy Management Collaborative 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN200029039
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Energy Management Collaborative, LLC)

Sponsor-wide plan assets over time

All Energy Management Collaborative, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 79.69503027579542% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.11M $16.4M ▲ +79.8%
Year Plans Participants Total Assets
2022 1 164 $9M
2023 1 187 $13M
2024 1 199 $16M

Nearby 401(k) Plans in Minnesota

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

Energy Management Collaborative 401 (K) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Energy Management Collaborative 401 (K) Plan, Total assets ($B): 0.012634995 · Participants: 187Energy Management Collaborative 401 (K) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Energy Management Collaborative 401 (K) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Energy Management Collaborative 401 (K) Plan side-by-side with 3 peers →

Energy Management Collaborative 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Southern Marketing Affiliates, Inc. 401(k) Plan in AR ($13M); by covered participants it is The Infosoft Group Retirement Plan in WI (187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (187 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 Collaborative 401 (K) Plan assets move in 2023? ▼
Energy Management Collaborative 401 (K) Plan surged - up 38.6% during 2023, from $9M to $13M. Reported net income was $4M.
How have Energy Management Collaborative, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Energy Management Collaborative, LLC's sponsor-wide assets grew 79.7%, from $9M to $16M.
Which 401(k) plans are similar in size to Energy Management Collaborative 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southern Marketing Affiliates, Inc. 401(k) Plan in AR ($13M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Energy Management Collaborative 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Infosoft Group Retirement Plan in WI (187 participants, N/A 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 200029039.

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.