401(k) · DOL Form 5500 · 2023
Longroad Energy Management LLC 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 151
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $126,904
- Avg per participant Near avg balance/head
Official DOL plan name: Longroad Energy 401(k) Plan · Sponsored by Longroad Energy Management LLC · Massachusetts · Management of Enterprises
$19M in assets, 151 participants
Longroad Energy Management LLC's Longroad Energy 401(k) Plan reported $19M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #593 in Management of Enterprises (1,137 peers)
Coverage in Massachusetts
Longroad Energy 401(k) Plan covers 151 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $19M.
- #593
- in Management of Enterprises (1,137 peers)
- +46.5%
- assets growth YoY
Longroad Energy 401(k) Plan's outsized position by total assets
Longroad Energy 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,162,564 Top 28% higher than 72% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Longroad Energy 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. Longroad Energy 401(k) Plan sits mid-pack in the medium band (151 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Longroad Energy 401(k) Plan reported net income rose from -$27K in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Longroad Energy 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Longroad Energy 401(k) Plan reported participants rose from 145 in the plan year 2022 filing to 151 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 320495103 · Longroad Energy Management LLC PY 2023 · 401(k)
Longroad Energy 401(k) Plan · $19M · 151 · 72nd
- PHOTO $19M
- PHOTO 151
- PHOTO 72nd
- PHOTO 401(k)
- PHOTO near Brillient Corporation 401(k) Psp
- PHOTO ind #593
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 Management of Enterprises retirement plans → · Plans in Massachusetts →
Longroad Energy 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $6M |
| Employer EIN | 320495103 |
| Plan Effective Date | 2017-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Longroad Energy Management LLC)
Sponsor-wide plan assets over time
All Longroad Energy Management LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 102.28250915803412% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 145 | $13M |
| 2023 | 1 | 151 | $19M |
| 2024 | 1 | 177 | $26M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Longroad Energy 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Brillient Corporation 401(k) Psp in VA ($19M); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Brillient Corporation 401(k) Psp (VA) $19M · 1,315
- Blue Chip Marketing Worldwide 401(k) Plan (IL) $19M · 234
- Hernco 401(k) Plan (TX) $19M · 300
- Howard Building Corp 401(k) Profit Sharing Plan (CA) $19M · 157
Similar participant headcount
Nearest other-state filings by covered participants (151 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.