401(k) · DOL Form 5500 · 2023

Energy Management Professionals 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
184
Participants Below avg headcount
56th
Percentile by assets National rank
$47,652
Avg per participant Low balance/head
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Official DOL plan name: Energy Management Professionals LLC 401(k) Profit Sharing Plan · Sponsored by Energy Management Professionals · Connecticut · Retail Trade

$9M in assets, 184 participants

Energy Management Professionals's Energy Management Professionals LLC 401(k) Profit Sharing Plan reported $9M in total assets and 184 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #5,571 in Retail Trade (8,414 peers)

Coverage in Connecticut

Energy Management Professionals LLC 401(k) Profit Sharing Plan covers 184 participants in Connecticut, about 26% of the average Connecticut filer (state average ~718 per filing). Assets: $9M.

#5,571
in Retail Trade (8,414 peers)
+21.5%
assets growth YoY

Energy Management Professionals LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Energy Management Professionals LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,767,989 Top 44% higher than 56% 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 Management Professionals LLC 401(k) Profit Sharing 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. Energy Management Professionals LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (184 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Energy Management Professionals LLC 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Energy Management Professionals LLC 401(k) Profit Sharing Plan reported participants rose from 140 in the plan year 2022 filing to 184 in the plan year 2023 filing.
  • Energy Management Professionals LLC 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 814850134 · Energy Management Professionals PY 2023 · 401(k)

Energy Management Professionals LLC 401(k) Profit Sharing Plan · $9M · 184 · 56th

  • EIN $9M
  • EIN 184
  • EIN 56th
  • EIN 401(k)
  • EIN near Magnum Magnetics Retirement Savings Plan
  • EIN ind #5571

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 Connecticut →

Energy Management Professionals LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Energy Management Professionals LLC 401(k) Profit Sharing PlanEnergy Management Profession…$9MMagnum Magnetics Retirement Savings PlanMagnum Magnetics Retirement …$9MDennis Uniform Manufacturing LLC Profit Sharing 401(k) PlanDennis Uniform Manufacturing…$9MFedchoice Federal Credit Union 401(k) Plan & TrustFedchoice Federal Credit Uni…$9MJma Solutions, LLC 401(k) PlanJma Solutions, LLC 401(k) Pl…$9M
End-of-year total assets ($M) among Energy Management Professionals LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN814850134
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Energy Management Professionals)

Sponsor-wide plan assets over time

All Energy Management Professionals plans reported in each filing year

Latest sponsor-wide plan assets
$10M 43.47966388808758% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.22M $10.4M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 140 $7M
2023 1 184 $9M
2024 1 158 $10M

Nearby 401(k) Plans in Connecticut

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

Energy Management Professionals LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Energy Management Professionals LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.008767989 · Participants: 184Energy Management Professionals LLC 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Energy Management Professionals LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Energy Management Professionals LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Energy Management Professionals LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Magnum Magnetics Retirement Savings Plan in OH ($9M); by covered participants it is Afiniti 401(k) Plan in DC (184 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (184 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 Management Professionals LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Energy Management Professionals LLC 401(k) Profit Sharing Plan grew sharply - up 21.5% during 2023, from $7M to $9M. Reported net income was $2M.
How have Energy Management Professionals plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Energy Management Professionals's sponsor-wide assets grew 43.5%, from $7M to $10M.
Which 401(k) plans are similar in size to Energy Management Professionals LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Magnum Magnetics Retirement Savings Plan in OH ($9M, 177 participants).
Which 401(k) plans cover a similar participant headcount to Energy Management Professionals LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Afiniti 401(k) Plan in DC (184 participants, $5M 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 814850134.

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.