401(k) · DOL Form 5500 · 2023

Energage, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
139
Participants Small participant base
56th
Percentile by assets National rank
$64,610
Avg per participant Low balance/head
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Official DOL plan name: Energage LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Energage, LLC · Pennsylvania · Professional & Technical Services

$9M in assets, 139 participants

Energage, LLC's Energage LLC 401(k) Profit Sharing Plan and Trust reported $9M in total assets and 139 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.

  • #11,114 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Energage LLC 401(k) Profit Sharing Plan and Trust covers 139 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $9M.

#11,114
in Professional & Technical Services (20,321 peers)
+35.9%
assets growth YoY

Energage LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Energage LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$8,980,795 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

Energage LLC 401(k) Profit Sharing Plan and 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. Energage LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Energage LLC 401(k) Profit Sharing Plan and Trust reported net income rose from $51K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Energage LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Energage LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 113 in the plan year 2022 filing to 139 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 208156907 · Energage, LLC PY 2023 · 401(k)

Energage LLC 401(k) Profit Sharing Plan and Trust · $9M · 139 · 56th

  • PHOTO $9M
  • PHOTO 139
  • PHOTO 56th
  • PHOTO 401(k)
  • PHOTO near North Square Investments, LLC 401(k) Retirement Plan & Trust
  • PHOTO ind #11114

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 Pennsylvania →

Energage LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Energage LLC 401(k) Profit Sharing Plan and TrustEnergage LLC 401(k) Profit S…$9MNorth Square Investments, LLC 401(k) Retirement Plan & TrustNorth Square Investments, LL…$9MTurnberry Hospitality Retirement Savings PlanTurnberry Hospitality Retire…$9MIgnite Digital Federal Services LLC Retirement Plan and TrustIgnite Digital Federal Servi…$9MPetmed Express, Inc. 401(k) PlanPetmed Express, Inc. 401(k) …$9M
End-of-year total assets ($M) among Energage LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN208156907
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Energage, LLC)

Sponsor-wide plan assets over time

All Energage, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 65.38131277469428% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.61M $10.9M ▲ +65.4%
Year Plans Participants Total Assets
2022 1 113 $7M
2023 1 139 $9M
2024 1 144 $11M

Nearby 401(k) Plans in Pennsylvania

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

Energage LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Energage LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.008980795 · Participants: 139Energage LLC 401(k) Profit Sharing Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Energage LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Energage LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Energage LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is North Square Investments, LLC 401(k) Retirement Plan & Trust in IL ($9M); by covered participants it is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Energage LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Energage LLC 401(k) Profit Sharing Plan and Trust surged - up 35.9% during 2023, from $7M to $9M. Reported net income was $2M.
How have Energage, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Energage, LLC's sponsor-wide assets grew 65.4%, from $7M to $11M.
Which 401(k) plans are similar in size to Energage LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is North Square Investments, LLC 401(k) Retirement Plan & Trust in IL ($9M, 57 participants).
Which 401(k) plans cover a similar participant headcount to Energage LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 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 208156907.

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.