401(k) · DOL Form 5500 · 2023

Energy Exemplar LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
117
Participants Small participant base
58th
Percentile by assets National rank
$82,012
Avg per participant Below avg balance/head
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Official DOL plan name: Energy Exemplar LLC 401(k) Plan & Trust · Sponsored by Energy Exemplar LLC · Utah · Information & Media

$10M in assets, 117 participants

Energy Exemplar LLC's Energy Exemplar LLC 401(k) Plan & Trust reported $10M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #1,259 in Information & Media (2,818 peers)

Coverage in Utah

Energy Exemplar LLC 401(k) Plan & Trust covers 117 participants in Utah, about 20% of the average Utah filer (state average ~592 per filing). Assets: $10M.

#1,259
in Information & Media (2,818 peers)
+28.6%
assets growth YoY

Energy Exemplar LLC 401(k) Plan & Trust's mid-pack asset rank among Information & Media and all filers

Energy Exemplar LLC 401(k) Plan & Trust vs every filed plan by assets

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

$9,595,396 Top 42% higher than 58% 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 Exemplar LLC 401(k) Plan & 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. Energy Exemplar LLC 401(k) Plan & Trust sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Energy Exemplar LLC 401(k) Plan & Trust reported net income rose from $299K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Energy Exemplar LLC 401(k) Plan & Trust end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Energy Exemplar LLC 401(k) Plan & Trust reported participants rose from 97 in the plan year 2022 filing to 117 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 202473325 · Energy Exemplar LLC PY 2023 · 401(k)

Energy Exemplar LLC 401(k) Plan & Trust · $10M · 117 · 58th

  • EBSA $10M
  • EBSA 117
  • EBSA 58th
  • EBSA 401(k)
  • EBSA near Simplybank 401(k) Plan
  • EBSA ind #1259

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 Information & Media retirement plans → · Plans in Utah →

Energy Exemplar LLC 401(k) Plan & Trust in the asset neighbourhood

Energy Exemplar LLC 401(k) Plan & TrustEnergy Exemplar LLC 401(k) P…$10MSimplybank 401(k) Plan$10MPrysm Systems, Inc. 401(k) PlanPrysm Systems, Inc. 401(k) P…$10MArmor Health 401(k) Plan$10MVeritas Steel 401(k) Retirement Savings PlanVeritas Steel 401(k) Retirem…$10M
End-of-year total assets ($M) among Energy Exemplar LLC 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN202473325
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Energy Exemplar LLC)

Sponsor-wide plan assets over time

All Energy Exemplar LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 73.66394379834705% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.46M $13M ▲ +73.7%
Year Plans Participants Total Assets
2022 1 97 $7M
2023 1 117 $10M
2024 1 119 $13M

Nearby 401(k) Plans in Utah

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

Energy Exemplar LLC 401(k) Plan & Trust vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Energy Exemplar LLC 401(k) Plan & Trust, Total assets ($B): 0.009595396 · Participants: 117Energy Exemplar LLC 401(k) Plan & TrustIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Energy Exemplar LLC 401(k) Plan & Trust vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Energy Exemplar LLC 401(k) Plan & Trust side-by-side with 3 peers →

Energy Exemplar LLC 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Simplybank 401(k) Plan in TN ($10M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (117 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Exemplar LLC 401(k) Plan & Trust assets move in 2023? ▼
Energy Exemplar LLC 401(k) Plan & Trust grew sharply - up 28.6% during 2023, from $7M to $10M. Reported net income was $2M.
How have Energy Exemplar LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Energy Exemplar LLC's sponsor-wide assets grew 73.7%, from $7M to $13M.
Which 401(k) plans are similar in size to Energy Exemplar LLC 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Simplybank 401(k) Plan in TN ($10M, 120 participants).
Which 401(k) plans cover a similar participant headcount to Energy Exemplar LLC 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (117 participants, $673K 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 202473325.

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.