401(k) · DOL Form 5500 · 2023

Hg Energy, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
58
Participants Small participant base
64th
Percentile by assets National rank
$224,630
Avg per participant Above avg balance/head
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Official DOL plan name: Hg Energy, LLC Retirement Savings Plan · Sponsored by Hg Energy, LLC · West Virginia · Mining & Oil Extraction

$13M in assets, 58 participants

Hg Energy, LLC's Hg Energy, LLC Retirement Savings Plan reported $13M in total assets and 58 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.

  • #350 in Mining & Oil Extraction (811 peers)

Mining & Oil Extraction sector rank

Within Mining & Oil Extraction, Hg Energy, LLC Retirement Savings Plan ranks #350 of 811 2023 filers by assets (944% of the sector average)-$13M for 58 participants.

#350
in Mining & Oil Extraction (811 peers)
+17.2%
assets growth YoY

Hg Energy, LLC Retirement Savings Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

Hg Energy, LLC Retirement Savings Plan vs every filed plan by assets

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

$13,028,534 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

Hg Energy, LLC Retirement Savings 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. Hg Energy, LLC Retirement Savings Plan is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hg Energy, LLC Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hg Energy, LLC Retirement Savings Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Hg Energy, LLC Retirement Savings Plan reported participants rose from 56 in the plan year 2022 filing to 58 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 274265157 · Hg Energy, LLC PY 2023 · 401(k)

Hg Energy, LLC Retirement Savings Plan · $13M · 58 · 64th

  • 5500 $13M
  • ASSETS 58
  • PCT 64th
  • EIN 401(k)
  • RANK near Lda Management Company, Inc. 401(k) Plan
  • PHOTO ind #350

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 Mining & Oil Extraction retirement plans → · Plans in West Virginia →

Hg Energy, LLC Retirement Savings Plan in the asset neighbourhood

Hg Energy, LLC Retirement Savings PlanHg Energy, LLC Retirement Sa…$13MLda Management Company, Inc. 401(k) PlanLda Management Company, Inc.…$13MValo Health Retirement Saving PlanValo Health Retirement Savin…$13MMortgage Connect LP 401(k) Profit Sharing PlanMortgage Connect LP 401(k) P…$13MMidwest Surgical Hospital, LLC 401(k) PlanMidwest Surgical Hospital, L…$13M
End-of-year total assets ($M) among Hg Energy, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mining & Oil Extraction filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN274265157
Plan Effective Date2010-07-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Hg Energy, LLC)

Sponsor-wide plan assets over time

All Hg Energy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 26.058445654413703% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $11.1M $14M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 56 $11M
2023 1 58 $13M
2024 1 51 $14M

Nearby 401(k) Plans in West Virginia

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

Hg Energy, LLC Retirement Savings Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Hg Energy, LLC Retirement Savings Plan, Total assets ($B): 0.013028534 · Participants: 58Hg Energy, LLC Retirement Savings PlanOrrick, Herrington & Sutcliffe LLP Retirement Plan, Total assets ($B): 1.063431645 · Participants: 1878Orrick, Herrington & Sutcliffe LLP Retirement PlanCamc Health System Basic Retirement Plan, Total assets ($B): 0.718819432 · Participants: 0Camc Health System Basic Retirement PlanAmerican Public Education Retirement Plan, Total assets ($B): 0.259281173 · Participants: 5728American Public Education Retirement PlanWest Virginia University Health System 401(k) Plan, Total assets ($B): 0.255241932 · Participants: 2525West Virginia University Health System 401(k) PlanUnited Bankshares, Inc. Savings and Stock Investment Plan, Total assets ($B): 0.227919168 · Participants: 2740United Bankshares, Inc. Savings and Stock Investment Plan
Hg Energy, LLC Retirement Savings Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants
Compare Hg Energy, LLC Retirement Savings Plan side-by-side with 3 peers →

Hg Energy, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside West Virginia, the nearest 401(k) by assets is Lda Management Company, Inc. 401(k) Plan in TX ($13M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (58 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 Hg Energy, LLC Retirement Savings Plan assets move in 2023? ▼
Hg Energy, LLC Retirement Savings Plan grew sharply - up 17.2% during 2023, from $11M to $13M. Reported net income was $2M.
How have Hg Energy, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hg Energy, LLC's sponsor-wide assets grew 26.1%, from $11M to $14M.
Which 401(k) plans are similar in size to Hg Energy, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lda Management Company, Inc. 401(k) Plan in TX ($13M, 571 participants).
Which 401(k) plans cover a similar participant headcount to Hg Energy, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants, $849K 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 274265157.

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.