401(k) · DOL Form 5500 · 2023

Onward Energy Management, LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
225
Participants Below avg headcount
79th
Percentile by assets National rank
$129,204
Avg per participant Near avg balance/head
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Official DOL plan name: Onward Energy 401(k) Retirement Savings Plan · Sponsored by Onward Energy Management, LLC · New York · Utilities

$29M in assets, 225 participants

Onward Energy Management, LLC's Onward Energy 401(k) Retirement Savings Plan reported $29M in total assets and 225 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #304 in Utilities (721 peers)

Coverage in New York

Onward Energy 401(k) Retirement Savings Plan covers 225 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $29M.

#304
in Utilities (721 peers)
+42.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Onward Energy 401(k) Retirement Savings Plan's outsized position by total assets

Onward Energy 401(k) Retirement Savings Plan vs every filed plan by assets

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

$29,070,920 Top 21% higher than 79% 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

Onward Energy 401(k) Retirement Savings 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. Onward Energy 401(k) Retirement Savings Plan sits mid-pack in the medium band (225 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Onward Energy 401(k) Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Onward Energy 401(k) Retirement Savings Plan end-of-year assets rose from $20M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Onward Energy 401(k) Retirement Savings Plan reported participants rose from 170 in the plan year 2022 filing to 225 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 475468489 · Onward Energy Management, LLC PY 2023 · 401(k)

Onward Energy 401(k) Retirement Savings Plan · $29M · 225 · 79th

  • BOY $29M
  • SCH 225
  • EBSA 79th
  • PART 401(k)
  • TYPE near Halquist Stone Company, Inc. 401(k) Profit Sharing Plan
  • NET ind #304

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 New York →

Onward Energy 401(k) Retirement Savings Plan in the asset neighbourhood

Onward Energy 401(k) Retirement Savings PlanOnward Energy 401(k) Retirem…$29MHalquist Stone Company, Inc. 401(k) Profit Sharing PlanHalquist Stone Company, Inc.…$29MTaylor United, Inc. 401(k) PlanTaylor United, Inc. 401(k) P…$29MMurphy Family Ventures, LLC 401(k) PlanMurphy Family Ventures, LLC …$29MRemed Holdings, LLC and Affiliated Companies 401(k) PlanRemed Holdings, LLC and Affi…$29M
End-of-year total assets ($M) among Onward Energy 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$29M
Net Income$9M
Employer EIN475468489
Plan Effective Date2009-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Onward Energy Management, LLC)

Sponsor-wide plan assets over time

All Onward Energy Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$73M 257.67767434400224% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $20.4M $73M ▲ +257.6%
Year Plans Participants Total Assets
2022 1 170 $20M
2023 2 450 $58M
2024 2 548 $73M

Nearby 401(k) Plans in New York

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

Onward Energy 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Onward Energy 401(k) Retirement Savings Plan, Total assets ($B): 0.02907092 · Participants: 225Onward Energy 401(k) Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Onward Energy 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Onward Energy 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Halquist Stone Company, Inc. 401(k) Profit Sharing Plan in WI ($29M); by covered participants it is Nwsl Retirement Plan in IL (225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (225 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 Onward Energy 401(k) Retirement Savings Plan assets move in 2023? ▼
Onward Energy 401(k) Retirement Savings Plan surged - up 42.4% during 2023, from $20M to $29M. Reported net income was $9M.
How have Onward Energy Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Onward Energy Management, LLC's sponsor-wide assets grew 257.7%, from $20M to $73M.
Where does Onward Energy 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Onward Energy 401(k) Retirement Savings Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Onward Energy 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Halquist Stone Company, Inc. 401(k) Profit Sharing Plan in WI ($29M, 288 participants).
Which 401(k) plans cover a similar participant headcount to Onward Energy 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (225 participants, $914K 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 475468489.

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.