401(k) · DOL Form 5500 · 2023

Energy Experts International 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
161
Participants Small participant base
59th
Percentile by assets National rank
$64,031
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Energy Experts International 401(k) Profit Sharing Plan & Trust · Sponsored by Energy Experts International · California · Utilities

$10M in assets, 161 participants

Energy Experts International's Energy Experts International 401(k) Profit Sharing Plan & Trust reported $10M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #179 in Utilities (721 peers)

Coverage in California

Energy Experts International 401(k) Profit Sharing Plan & Trust covers 161 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $10M.

#179
in Utilities (721 peers)
+22.2%
assets growth YoY

Energy Experts International 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Utilities and all filers

Energy Experts International 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$10,308,971 Top 41% higher than 59% 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 Experts International 401(k) Profit Sharing Plan & Trust 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 Experts International 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Energy Experts International 401(k) Profit Sharing Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Energy Experts International 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Energy Experts International 401(k) Profit Sharing Plan & Trust reported participants fell from 197 in the plan year 2022 filing to 161 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 943335277 · Energy Experts International PY 2023 · 401(k)

Energy Experts International 401(k) Profit Sharing Plan & Trust · $10M · 161 · 59th

  • ASSETS $10M
  • PCT 161
  • EIN 59th
  • RANK 401(k)
  • PHOTO near Eastham Enterprises, Inc. 401(k) Plan
  • IND ind #179

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 California →

Energy Experts International 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Energy Experts International 401(k) Profit Sharing Plan & TrustEnergy Experts International…$10MEastham Enterprises, Inc. 401(k) PlanEastham Enterprises, Inc. 40…$10MLee Michaels Jewelers 401(k) Profit Sharing Plan and TrustLee Michaels Jewelers 401(k)…$10MInfinity Healthcare Mgmt. 401(k) PlanInfinity Healthcare Mgmt. 40…$10MV.G. Reed & Sons, Inc. 401(k) Salary Reduction PlanV.G. Reed & Sons, Inc. 401(k…$10M
End-of-year total assets ($M) among Energy Experts International 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN943335277
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Energy Experts International)

Sponsor-wide plan assets over time

All Energy Experts International plans reported in each filing year

Latest sponsor-wide plan assets
$10M 24.14124045883658% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.43M $10.5M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 197 $8M
2023 1 161 $10M
2024 1 126 $10M

Nearby 401(k) Plans in California

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

Energy Experts International 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Energy Experts International 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.010308971 · Participants: 161Energy Experts International 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Energy Experts International 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Energy Experts International 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Energy Experts International 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Eastham Enterprises, Inc. 401(k) Plan in TX ($10M); by covered participants it is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Experts International 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Energy Experts International 401(k) Profit Sharing Plan & Trust grew sharply - up 22.2% during 2023, from $8M to $10M. Reported net income was $2M.
How have Energy Experts International plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Energy Experts International's sponsor-wide assets grew 24.1%, from $8M to $10M.
Which 401(k) plans are similar in size to Energy Experts International 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Eastham Enterprises, Inc. 401(k) Plan in TX ($10M, 171 participants).
Which 401(k) plans cover a similar participant headcount to Energy Experts International 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants, N/A 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 943335277.

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.