401(k) · DOL Form 5500 · 2023

X Energy, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
387
Participants Below avg headcount
77th
Percentile by assets National rank
$68,176
Avg per participant Below avg balance/head
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Official DOL plan name: X Energy, LLC Retirement Trust · Sponsored by X Energy, LLC · Maryland · Professional & Technical Services

$26M in assets, 387 participants

X Energy, LLC's X Energy, LLC Retirement Trust reported $26M in total assets and 387 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,789 in Professional & Technical Services (20,321 peers)

Coverage in Maryland

X Energy, LLC Retirement Trust covers 387 participants in Maryland, about 42% of the average Maryland filer (state average ~929 per filing). Assets: $26M.

#15,789
in Professional & Technical Services (20,321 peers)
+94.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

X Energy, LLC Retirement Trust's outsized position by total assets

X Energy, LLC Retirement Trust vs every filed plan by assets

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

$26,384,205 Top 23% higher than 77% 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

X Energy, LLC Retirement 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. X Energy, LLC Retirement Trust sits mid-pack in the medium band (387 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • X Energy, LLC Retirement Trust reported net income rose from $5M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • X Energy, LLC Retirement Trust end-of-year assets rose from $14M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • X Energy, LLC Retirement Trust reported participants rose from 246 in the plan year 2022 filing to 387 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 274661265 · X Energy, LLC PY 2023 · 401(k)

X Energy, LLC Retirement Trust · $26M · 387 · 77th

  • RANK $26M
  • PHOTO 387
  • IND 77th
  • EOY 401(k)
  • 5500 near Datcu Credit Union 401(k) Retirement Plan
  • ASSETS ind #15789

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 Professional & Technical Services retirement plans → · Plans in Maryland →

X Energy, LLC Retirement Trust in the asset neighbourhood

Npk Retirement & Savings Plan$26MCfc Retirement Plan$26MX Energy, LLC Retirement TrustX Energy, LLC Retirement Tru…$26MDatcu Credit Union 401(k) Retirement PlanDatcu Credit Union 401(k) Re…$26MMcpc Holdings, Inc. 401(k) Profit Sharing PlanMcpc Holdings, Inc. 401(k) P…$26M
End-of-year total assets ($M) among X Energy, LLC Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$26M
Net Income$13M
Employer EIN274661265
Plan Effective Date2013-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (X Energy, LLC)

Sponsor-wide plan assets over time

All X Energy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$37M 170.30712975980703% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $13.6M $36.7M ▲ +170.4%
Year Plans Participants Total Assets
2022 1 246 $14M
2023 1 387 $26M
2024 1 406 $37M

Nearby 401(k) Plans in Maryland

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

X Energy, LLC Retirement Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants X Energy, LLC Retirement Trust, Total assets ($B): 0.026384205 · Participants: 387X Energy, LLC Retirement TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
X Energy, LLC Retirement Trust vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare X Energy, LLC Retirement Trust side-by-side with 3 peers →

X Energy, LLC Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Datcu Credit Union 401(k) Retirement Plan in TX ($26M); by covered participants it is Managedpay 401(k) Retirement Plan in NV (387 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (387 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 X Energy, LLC Retirement Trust assets move in 2023? ▼
X Energy, LLC Retirement Trust surged - up 94.6% during 2023, from $14M to $26M. Reported net income was $13M.
How have X Energy, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), X Energy, LLC's sponsor-wide assets grew 170.3%, from $14M to $37M.
Where does X Energy, LLC Retirement Trust rank by assets among Form 5500 filers? ▼
X Energy, LLC Retirement Trust ranks in the 77th 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 X Energy, LLC Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Datcu Credit Union 401(k) Retirement Plan in TX ($26M, 174 participants).
Which 401(k) plans cover a similar participant headcount to X Energy, LLC Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Managedpay 401(k) Retirement Plan in NV (387 participants, $13M 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 274661265.

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.