401(k) · DOL Form 5500 · 2023
Enerwise Global Technologies 401(k) Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 173
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $183,912
- Avg per participant Above avg balance/head
Official DOL plan name: Enerwise Global Technologies, LLC 401(k) Plan · Sponsored by Enerwise Global Technologies · Maryland · Utilities
$32M in assets, 173 participants
Enerwise Global Technologies's Enerwise Global Technologies, LLC 401(k) Plan reported $32M in total assets and 173 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #317 in Utilities (721 peers)
Coverage in Maryland
Enerwise Global Technologies, LLC 401(k) Plan covers 173 participants in Maryland, about 19% of the average Maryland filer (state average ~929 per filing). Assets: $32M.
- #317
- in Utilities (721 peers)
- +19.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Enerwise Global Technologies, LLC 401(k) Plan's outsized position by total assets
Enerwise Global Technologies, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$31,816,696 Top 20% higher than 80% 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
Enerwise Global Technologies, LLC 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. Enerwise Global Technologies, LLC 401(k) Plan sits mid-pack in the medium band (173 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Enerwise Global Technologies, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Enerwise Global Technologies, LLC 401(k) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- Enerwise Global Technologies, LLC 401(k) Plan reported participants rose from 150 in the plan year 2022 filing to 173 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 233073713 · Enerwise Global Technologies PY 2023 · 401(k)
Enerwise Global Technologies, LLC 401(k) Plan · $32M · 173 · 80th
- ASSETS $32M
- PCT 173
- EIN 80th
- RANK 401(k)
- PHOTO near Kelly & Picerne, Inc. Savings & Retirement Plan
- IND ind #317
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 Utilities retirement plans → · Plans in Maryland →
Enerwise Global Technologies, LLC 401(k) Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $5M |
| Employer EIN | 233073713 |
| Plan Effective Date | 2009-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Enerwise Global Technologies)
Sponsor-wide plan assets over time
All Enerwise Global Technologies plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 34.13170635638145% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 150 | $27M |
| 2023 | 1 | 173 | $32M |
| 2024 | 1 | 177 | $36M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
Enerwise Global Technologies, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Kelly & Picerne, Inc. Savings & Retirement Plan in RI ($32M); by covered participants it is Ace Fix-It Hardware 401(k) Plan in PA (173 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- Kelly & Picerne, Inc. Savings & Retirement Plan (RI) $32M · 397
- Collectors Universe, Inc. 401(k) Plan (CA) $32M · 1,563
- Articulate Global 401(k) Plan (NY) $32M · 357
- Bradford White Corporation 401(k) Plan for Union Employees (PA) $32M · 1,158
Similar participant headcount
Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.
- Ace Fix-It Hardware 401(k) Plan (PA) 173 · 0 off
- Incom, Inc. Profit Sharing & Retirement Savings Plan (MA) 173 · 0 off
- Myfitnesspal 401(k) Plan (TX) 173 · 0 off
- Affiliated Consumer Services, Inc. 401(k) Profit Sharing Plan (WI) 173 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.