401(k) · DOL Form 5500 · 2023

Excelerate Energy LP 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
126
Participants Small participant base
71st
Percentile by assets National rank
$141,835
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Excelerate Energy Retirement Income Plan · Sponsored by Excelerate Energy LP · Texas · Transportation & Warehousing

$18M in assets, 126 participants

Excelerate Energy LP's Excelerate Energy Retirement Income Plan reported $18M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #2,368 in Transportation & Warehousing (3,362 peers)

Coverage in Texas

Excelerate Energy Retirement Income Plan covers 126 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $18M.

#2,368
in Transportation & Warehousing (3,362 peers)
+16.5%
assets growth YoY

Excelerate Energy Retirement Income Plan's outsized position by total assets

Excelerate Energy Retirement Income Plan vs every filed plan by assets

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

$17,871,169 Top 29% higher than 71% 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

Excelerate Energy Retirement Income 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. Excelerate Energy Retirement Income Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Excelerate Energy Retirement Income Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Excelerate Energy Retirement Income Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Excelerate Energy Retirement Income Plan reported participants rose from 111 in the plan year 2022 filing to 126 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 881792778 · Excelerate Energy LP PY 2023 · 401(k)

Excelerate Energy Retirement Income Plan · $18M · 126 · 71st

  • BOOK $18M
  • BOOK 126
  • BOOK 71st
  • BOOK 401(k)
  • BOOK near Hutchens Industries, Inc. 401(k) Plan
  • BOOK ind #2368

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 Transportation & Warehousing retirement plans → · Plans in Texas →

Excelerate Energy Retirement Income Plan in the asset neighbourhood

Excelerate Energy Retirement Income PlanExcelerate Energy Retirement…$18MHutchens Industries, Inc. 401(k) PlanHutchens Industries, Inc. 40…$18MJackson Spalding, Inc. Profit Sharing 401(k) PlanJackson Spalding, Inc. Profi…$18MGaming Capital Group LLC 401(k) Profit Sharing Plan and TrustGaming Capital Group LLC 401…$18MFederated Funeral Directors of America, Inc., a Fiducial Company, 401(k) Savings PlanFederated Funeral Directors …$18M
End-of-year total assets ($M) among Excelerate Energy Retirement Income Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN881792778
Plan Effective Date2008-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excelerate Energy LP)

Sponsor-wide plan assets over time

All Excelerate Energy LP plans reported in each filing year

Latest sponsor-wide plan assets
$21M 35.973410431897676% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.3M $20.9M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 111 $15M
2023 1 126 $18M
2024 1 133 $21M

Nearby 401(k) Plans in Texas

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

Excelerate Energy Retirement Income Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Excelerate Energy Retirement Income Plan, Total assets ($B): 0.017871169 · Participants: 126Excelerate Energy Retirement Income PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Excelerate Energy Retirement Income Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Excelerate Energy Retirement Income Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Hutchens Industries, Inc. 401(k) Plan in MO ($18M); by covered participants it is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Excelerate Energy Retirement Income Plan assets move in 2023? ▼
Excelerate Energy Retirement Income Plan grew sharply - up 16.5% during 2023, from $15M to $18M. Reported net income was $4M.
How have Excelerate Energy LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excelerate Energy LP's sponsor-wide assets grew 36.0%, from $15M to $21M.
Which 401(k) plans are similar in size to Excelerate Energy Retirement Income Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hutchens Industries, Inc. 401(k) Plan in MO ($18M, 680 participants).
Which 401(k) plans cover a similar participant headcount to Excelerate Energy Retirement Income Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants, $4M 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 881792778.

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.