401(k) · DOL Form 5500 · 2023
Dte Energy Corporate Services,LLC 401(k) Plan
Data updated 2026-08-25
- $2.2B
- Total assets Very large vs avg
- 5,669
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $388,643
- Avg per participant High balance/head
Official DOL plan name: Dte Energy Company Savings and Stock Ownership Plan · Sponsored by Dte Energy Corporate Services,LLC · Michigan · Utilities
$2.2B in assets, 5,669 participants
Dte Energy Corporate Services,LLC's Dte Energy Company Savings and Stock Ownership Plan reported $2.2B in total assets and 5,669 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #676 in Utilities (721 peers)
Coverage in Michigan
Dte Energy Company Savings and Stock Ownership Plan covers 5,669 participants in Michigan, 8.9x the typical Michigan plan (state average ~638 per filing). Assets: $2.2B.
- #676
- in Utilities (721 peers)
- +12.6%
- assets growth YoY
- 22×
- vs typical plan assets (national mean)
Dte Energy Company Savings and Stock Ownership Plan's outsized position by total assets
Dte Energy Company Savings and Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,203,217,454 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Dte Energy Company Savings and Stock Ownership 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. Dte Energy Company Savings and Stock Ownership Plan lands in the large band (5,669 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dte Energy Company Savings and Stock Ownership Plan reported net income rose from -$394M in the plan year 2022 filing to $243M in the plan year 2023 filing.
- Dte Energy Company Savings and Stock Ownership Plan end-of-year assets rose from $2.0B in the plan year 2022 filing to $2.2B in the plan year 2023 filing.
- Dte Energy Company Savings and Stock Ownership Plan reported participants rose from 5,658 in the plan year 2022 filing to 5,669 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 205898509 · Dte Energy Corporate Services,LLC PY 2023 · 401(k)
Dte Energy Company Savings and Stock Ownership Plan · $2.2B · 5,669 · 99th
- ASSETS $2.2B
- ASSETS 5,669
- ASSETS 99th
- ASSETS 401(k)
- ASSETS near Franklin Templeton 401(k) Retirement Plan
- ASSETS ind #676
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 Michigan →
Dte Energy Company Savings and Stock Ownership Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $2.0B |
|---|---|
| Net Assets (End of Year) | $2.2B |
| Net Income | $243M |
| Employer EIN | 205898509 |
| Plan Effective Date | 1983-06-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dte Energy Corporate Services,LLC)
Sponsor-wide plan assets over time
All Dte Energy Corporate Services,LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7.7B 7.651235270014214% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 15,746 | $7.2B |
| 2023 | 6 | 15,108 | $7.7B |
| 2024 | 6 | 14,575 | $7.7B |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Scale composition for Dte Energy Company Savings and Stock Ownership Plan
Dte Energy Company Savings and Stock Ownership Plan reports $2.2B in end-of-year assets across 5,669 participants (0.018% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $388,643 per participant (2.8x the national average assets-per-participant) . Net income for plan year 2023 was $243M.
This plan identity (EIN 205898509, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.0B to $2.3B (+19.3%) while covered participants moved from 5,658 to 5,492 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,658 | $2.0B | Open filing |
| 2023 | 5,669 | $2.2B | This page |
| 2024 · index core | 5,492 | $2.3B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Dte Energy Company Retirement Plan (Defined Benefit (Pension), $3.7B, 3,670 participants)
- Dte Energy Company Savings and Stock Ownership Plan (401(k), $2.3B, 5,492 participants)
- Dte Electric Company Savings and Stock Ownership Plan for Employees Represented by Local 223 of the Utility Workers Union of America (401(k), $963M, 3,556 participants)
- Dte Gas Company Retirement Plan for Employees Covered by Collective Bargaining Agreements (Defined Benefit (Pension), $425M, 835 participants)
Dte Energy Company Savings and Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Franklin Templeton 401(k) Retirement Plan in CA ($2.2B); by covered participants it is Ul Financial Security Plan in IL (5,670 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.2B here).
- Franklin Templeton 401(k) Retirement Plan (CA) $2.2B · 3,755
- Adm 401(k) and Employee Stock Ownership Plan for Salaried Employees (IL) $2.2B · 8,055
- Pentegra Defined Contribution Plan for Financial Institutions (NY) $2.2B · 16,522
- The Investment-Incentive Plan for John Hancock Employees (MA) $2.2B · 5,164
Similar participant headcount
Nearest other-state filings by covered participants (5,669 participants); asset peers above are excluded.
- Ul Financial Security Plan (IL) 5,670 · 1 off
- Atrium Hospitality LP 401(k) Plan (GA) 5,671 · 2 off
- Aflac Incorporated 401(k) Savings and Profit Sharing Plan (GA) 5,665 · 4 off
- Longwood Management Corporation 401(k) Savings Plan (CA) 5,665 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.