401(k) · DOL Form 5500 · 2023

Energy North, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
784
Participants Near avg headcount
70th
Percentile by assets National rank
$22,494
Avg per participant Low balance/head
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Official DOL plan name: Energy North Retirement Plan · Sponsored by Energy North, Inc. · Massachusetts · Retail Trade

$18M in assets, 784 participants

Energy North, Inc.'s Energy North Retirement Plan reported $18M in total assets and 784 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,807 in Retail Trade (8,414 peers)

Energy North, Inc. multi-year trail

Energy North, Inc.'s plans moved +39.3% in assets from 2022 to 2024; this filing shows Energy North Retirement Plan at $18M / 784 participants.

#6,807
in Retail Trade (8,414 peers)
+28.9%
assets growth YoY

Energy North Retirement Plan's outsized position by total assets

Energy North Retirement Plan vs every filed plan by assets

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

$17,635,260 Top 30% higher than 70% 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 North Retirement 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 North Retirement Plan sits mid-pack in the medium band (784 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Energy North Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Energy North Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Energy North Retirement Plan reported participants rose from 745 in the plan year 2022 filing to 784 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042748522 · Energy North, Inc. PY 2023 · 401(k)

Energy North Retirement Plan · $18M · 784 · 70th

  • IND $18M
  • IND 784
  • IND 70th
  • IND 401(k)
  • IND near North Texas Preferred Health Partners 401(k) and Profit Sharing Plan
  • IND ind #6807

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 Retail Trade retirement plans → · Plans in Massachusetts →

Energy North Retirement Plan in the asset neighbourhood

Energy North Retirement Plan$18MAmended 401(k) Profit Sharing Plan of Kasa Companies, Inc.Amended 401(k) Profit Sharin…$18MLarson Texts, Inc. Employees' Savings and Retirement PlanLarson Texts, Inc. Employees…$18MNorth Texas Preferred Health Partners 401(k) and Profit Sharing PlanNorth Texas Preferred Health…$18MGuttenplans Frozen Dough, Inc. Profit Sharing & 401(k) PlanGuttenplans Frozen Dough, In…$18M
End-of-year total assets ($M) among Energy North Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Energy North, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$19M 39.341207758235434% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.7M $19.1M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 745 $14M
2023 1 784 $18M
2024 1 901 $19M

Energy North, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN042748522
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Energy North Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Energy North Retirement Plan, Total assets ($B): 0.01763526 · Participants: 784Energy North Retirement 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 North Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Energy North Retirement Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is North Texas Preferred Health Partners 401(k) and Profit Sharing Plan in TX ($18M); by covered participants it is Greenfield Senior Living 401(k) Plan in VA (784 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (784 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 North Retirement Plan assets move in 2023? ▼
Energy North Retirement Plan grew sharply - up 28.9% during 2023, from $14M to $18M. Reported net income was $4M.
How have Energy North, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Energy North, Inc.'s sponsor-wide assets grew 39.3%, from $14M to $19M.
Which 401(k) plans are similar in size to Energy North Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is North Texas Preferred Health Partners 401(k) and Profit Sharing Plan in TX ($18M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Energy North Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greenfield Senior Living 401(k) Plan in VA (784 participants, $1M 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 042748522.

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.