401(k) · DOL Form 5500 · 2023

Invenergy LLC 401(k) Plan

Data updated 2026-08-25

$183M
Total assets Near avg plan size
1,594
Participants Near avg headcount
94th
Percentile by assets National rank
$114,950
Avg per participant Below avg balance/head
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Official DOL plan name: Invenergy LLC 401(k) Plan · Sponsored by Invenergy LLC · Illinois · Utilities

$183M in assets, 1,594 participants

Invenergy LLC's Invenergy LLC 401(k) Plan reported $183M in total assets and 1,594 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #506 in Utilities (721 peers)

Coverage in Illinois

Invenergy LLC 401(k) Plan covers 1,594 participants in Illinois, 2.0x the typical Illinois plan (state average ~779 per filing). Assets: $183M.

#506
in Utilities (721 peers)
+38.6%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Invenergy LLC 401(k) Plan's outsized position by total assets

Invenergy LLC 401(k) Plan vs every filed plan by assets

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

$183,230,513 Top 6% higher than 94% 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

Invenergy LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Invenergy LLC 401(k) Plan lands in the large band (1,594 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Invenergy LLC 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • Invenergy LLC 401(k) Plan end-of-year assets rose from $132M in the plan year 2022 filing to $183M in the plan year 2023 filing.
  • Invenergy LLC 401(k) Plan reported participants rose from 1,276 in the plan year 2022 filing to 1,594 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 364462793 · Invenergy LLC PY 2023 · 401(k)

Invenergy LLC 401(k) Plan · $183M · 1,594 · 94th

  • EBSA $183M
  • EBSA 1,594
  • EBSA 94th
  • EBSA 401(k)
  • EBSA near Ledvance LLC 401(k) Savings Plan
  • EBSA ind #506

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 Utilities retirement plans → · Plans in Illinois →

Invenergy LLC 401(k) Plan in the asset neighbourhood

Invenergy LLC 401(k) Plan$183MLedvance LLC 401(k) Savings PlanLedvance LLC 401(k) Savings …$183MThe Taubman Company and Related Entities Employee Retirement Savings PlanThe Taubman Company and Rela…$183MPtc Therapeutics Inc. 401(k) Retirement Savings PlanPtc Therapeutics Inc. 401(k)…$183MMedallia, Inc. 401(k) Plan$183M
End-of-year total assets ($M) among Invenergy LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$132M
Net Assets (End of Year)$183M
Net Income$51M
Employer EIN364462793
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Invenergy LLC)

Sponsor-wide plan assets over time

All Invenergy LLC plans reported in each filing year

Latest sponsor-wide plan assets
$240M 81.73992933785954% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $132M $240M ▲ +81.7%
Year Plans Participants Total Assets
2022 1 1,276 $132M
2023 1 1,594 $183M
2024 1 1,969 $240M

Nearby 401(k) Plans in Illinois

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

Invenergy LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Invenergy LLC 401(k) Plan, Total assets ($B): 0.183230513 · Participants: 1594Invenergy LLC 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Invenergy LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Invenergy LLC 401(k) Plan side-by-side with 3 peers →

Invenergy LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Ledvance LLC 401(k) Savings Plan in MA ($183M); by covered participants it is Vector Security, Inc. Retirement Savings Plan in PA (1,594 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,594 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 Invenergy LLC 401(k) Plan assets move in 2023? ▼
Invenergy LLC 401(k) Plan surged - up 38.6% during 2023, from $132M to $183M. Reported net income was $51M.
How have Invenergy LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Invenergy LLC's sponsor-wide assets grew 81.7%, from $132M to $240M.
Where does Invenergy LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Invenergy LLC 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Invenergy LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ledvance LLC 401(k) Savings Plan in MA ($183M, 318 participants).
Which 401(k) plans cover a similar participant headcount to Invenergy LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vector Security, Inc. Retirement Savings Plan in PA (1,594 participants, $135M 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 364462793.

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.