401(k) · DOL Form 5500 · 2023

Stored Energy Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
100
Participants Small participant base
43rd
Percentile by assets National rank
$45,692
Avg per participant Low balance/head
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Official DOL plan name: Stored Energy Holdings 401(k) Plan · Sponsored by Stored Energy Holdings, Inc. · Massachusetts · Retail Trade

$5M in assets, 100 participants

Stored Energy Holdings, Inc.'s Stored Energy Holdings 401(k) Plan reported $5M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #4,482 in Retail Trade (8,414 peers)

Coverage in Massachusetts

Stored Energy Holdings 401(k) Plan covers 100 participants in Massachusetts, about 15% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.

#4,482
in Retail Trade (8,414 peers)
+0.7%
assets growth YoY

Stored Energy Holdings 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Stored Energy Holdings 401(k) Plan vs every filed plan by assets

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

$4,569,167 43rd percentile higher than 43% 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

Stored Energy Holdings 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stored Energy Holdings 401(k) Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stored Energy Holdings 401(k) Plan reported net income rose from -$701K in the plan year 2022 filing to $31K in the plan year 2023 filing.
  • Stored Energy Holdings 401(k) Plan reported participants rose from 99 in the plan year 2022 filing to 100 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 472506272 · Stored Energy Holdings, Inc. PY 2023 · 401(k)

Stored Energy Holdings 401(k) Plan · $5M · 100 · 43rd

  • PCT $5M
  • EIN 100
  • RANK 43rd
  • PHOTO 401(k)
  • IND near Howard, LLP 401(k) Plan
  • EOY ind #4482

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 →

Stored Energy Holdings 401(k) Plan in the asset neighbourhood

Stored Energy Holdings 401(k) PlanStored Energy Holdings 401(k…$5MHoward, LLP 401(k) Plan$5MR'haven Legal Staffing, Inc. 401(k) Profit Sharing Plan & TrustR'haven Legal Staffing, Inc.…$5MSafe Harbor 401(k) Profit Sharing Plan for Employees of Sarah, Inc.Safe Harbor 401(k) Profit Sh…$5MFashion Furniture Rental, Inc. 401(k) Retirement Savings PlanFashion Furniture Rental, In…$5M
End-of-year total assets ($M) among Stored Energy Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$31K
Employer EIN472506272
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stored Energy Holdings, Inc.)

Sponsor-wide plan assets over time

All Stored Energy Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 9.596599229361397% vs 2022
2024 filing year
$4.4M$4.6M$4.8M$5M$5.2M 202220232024 $4.54M $4.97M ▲ +9.5%
Year Plans Participants Total Assets
2022 1 99 $5M
2023 1 100 $5M
2024 1 92 $5M

Nearby 401(k) Plans in Massachusetts

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

Stored Energy Holdings 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Stored Energy Holdings 401(k) Plan, Total assets ($B): 0.004569167 · Participants: 100Stored Energy Holdings 401(k) 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
Stored Energy Holdings 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Stored Energy Holdings 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Howard, LLP 401(k) Plan in TX ($5M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Stored Energy Holdings 401(k) Plan assets move in 2023? ▼
Stored Energy Holdings 401(k) Plan held essentially flat - up 0.7% during 2023, from $5M to $5M. Reported net income was $31K.
How have Stored Energy Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stored Energy Holdings, Inc.'s sponsor-wide assets grew 9.6%, from $5M to $5M.
Which 401(k) plans are similar in size to Stored Energy Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Howard, LLP 401(k) Plan in TX ($5M, 60 participants).
Which 401(k) plans cover a similar participant headcount to Stored Energy Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (100 participants, $370K 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 472506272.

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.