401(k) · DOL Form 5500 · 2023

Energy Income Partners, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
19
Participants Small participant base
64th
Percentile by assets National rank
$676,005
Avg per participant High balance/head
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Official DOL plan name: Energy Income Partners 401(k) Retirement Plan · Sponsored by Energy Income Partners, LLC · Connecticut · Finance & Insurance

$13M in assets, 19 participants

Energy Income Partners, LLC's Energy Income Partners 401(k) Retirement Plan reported $13M in total assets and 19 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.

  • #4,346 in Finance & Insurance (8,869 peers)

Energy Income Partners, LLC multi-year trail

Energy Income Partners, LLC's plans moved +53.1% in assets from 2022 to 2024; this filing shows Energy Income Partners 401(k) Retirement Plan at $13M / 19 participants.

#4,346
in Finance & Insurance (8,869 peers)
+26.4%
assets growth YoY

Energy Income Partners 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Energy Income Partners 401(k) Retirement Plan vs every filed plan by assets

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

$12,844,093 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 Income Partners 401(k) Retirement 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 Income Partners 401(k) Retirement 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 Income Partners 401(k) Retirement Plan reported net income rose from -$823K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Energy Income Partners 401(k) Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Energy Income Partners 401(k) Retirement Plan reported participants rose from 18 in the plan year 2022 filing to 19 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 200479900 · Energy Income Partners, LLC PY 2023 · 401(k)

Energy Income Partners 401(k) Retirement Plan · $13M · 19 · 64th

  • VS-ST $13M
  • BOY 19
  • SCH 64th
  • EBSA 401(k)
  • PART near Smith-Emery International, Inc. 401(k) Plan
  • TYPE ind #4346

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 Finance & Insurance retirement plans → · Plans in Connecticut →

Energy Income Partners 401(k) Retirement Plan in the asset neighbourhood

Energy Income Partners 401(k) Retirement PlanEnergy Income Partners 401(k…$13MSmith-Emery International, Inc. 401(k) PlanSmith-Emery International, I…$13MHef-USA, Inc 401(k) Plan$13MMau, Inc. 401(k) Profit Sharing PlanMau, Inc. 401(k) Profit Shar…$13MAcr Homes, Inc. 401(k) Profit Sharing Plan and TrustAcr Homes, Inc. 401(k) Profi…$13M
End-of-year total assets ($M) among Energy Income Partners 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Energy Income Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Energy Income Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 53.14703875998277% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.2M $15.6M ▲ +53.2%
Year Plans Participants Total Assets
2022 1 18 $10M
2023 1 19 $13M
2024 1 19 $16M

Energy Income Partners, LLC filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN200479900
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Energy Income Partners 401(k) Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Energy Income Partners 401(k) Retirement Plan, Total assets ($B): 0.012844093 · Participants: 19Energy Income Partners 401(k) Retirement PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Energy Income Partners 401(k) Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Energy Income Partners 401(k) Retirement Plan side-by-side with 3 peers →

Energy Income Partners 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Smith-Emery International, Inc. 401(k) Plan in CA ($13M); 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.

Closest by plan assets

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

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 Income Partners 401(k) Retirement Plan assets move in 2023? ▼
Energy Income Partners 401(k) Retirement Plan grew sharply - up 26.4% during 2023, from $10M to $13M. Reported net income was $3M.
How have Energy Income Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Energy Income Partners, LLC's sponsor-wide assets grew 53.1%, from $10M to $16M.
Which 401(k) plans are similar in size to Energy Income Partners 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smith-Emery International, Inc. 401(k) Plan in CA ($13M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Energy Income Partners 401(k) Retirement 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 200479900.

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.