401(k)
2023 plan-year 401(k) DOL Form 5500

NTEC 401(K) PLAN II

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NAVAJO TRANSITIONAL ENERGY COMPANY, LLC

This 401(k) plan holds $198M in total assets and serves 1,108 participants as of 2023. It is sponsored by NAVAJO TRANSITIONAL ENERGY COMPANY, LLC in Colorado. The plan reported positive net income of $22M for the year.

Total Assets (2023)
$198M
Participants
1,108
State
Industry
Mining & Oil Extraction

What the Filing Says About NTEC 401(K) PLAN II

NTEC 401(K) PLAN II is a 401(k) retirement plan sponsored by NAVAJO TRANSITIONAL ENERGY COMPANY, LLC, headquartered in Colorado. As of the 2023 Form 5500 filing, the plan reports $198M in total end-of-year assets and covers 1,108 participants across the Mining & Oil Extraction industry. The sponsor's EIN on file with the U.S. Department of Labor is 464009272, and the plan has been effective since 2009-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $176M at the beginning of 2023 to $198M at year-end — a gain of 12.6%. Net assets (after liabilities) closed the year at $198M, with reported net income of $22M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$176M
Total Assets (End of Year)$198M
Net Assets (End of Year)$198M
Net Income$22M
Plan Type401(k)
Employer EIN464009272
Plan Effective Date2009-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NAVAJO TRANSITIONAL ENERGY COMPANY, LLC)

Year Plans Participants Total Assets
2022 1 1,145 $176M
2023 1 1,108 $198M
2024 1 1,039 $210M

Nearby 401(k) Plans in Colorado

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Frequently Asked Questions

How much money is in the NTEC 401(K) PLAN II?
As of the 2023 Form 5500 filing, NTEC 401(K) PLAN II holds $198M in total assets with 1,108 participants. It is sponsored by NAVAJO TRANSITIONAL ENERGY COMPANY, LLC.
What type of plan is NTEC 401(K) PLAN II?
NTEC 401(K) PLAN II is a 401(k) plan. It has been effective since 2009-12-01. The plan is filed with the U.S. Department of Labor under EIN 464009272.
Who sponsors the NTEC 401(K) PLAN II?
NTEC 401(K) PLAN II is sponsored by NAVAJO TRANSITIONAL ENERGY COMPANY, LLC, located in Colorado. The sponsor's EIN is 464009272 and the plan operates in the Mining & Oil Extraction industry.
How did NTEC 401(K) PLAN II perform in 2023?
NTEC 401(K) PLAN II grew by 12.6% during 2023, moving from $176M to $198M in total assets. Net income was $22M.
Where can I find official filings for NTEC 401(K) PLAN II?
Official Form 5500 filings for NTEC 401(K) PLAN II are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 464009272 or plan name at efast.dol.gov.
How does NTEC 401(K) PLAN II compare to other plans?
You can compare NTEC 401(K) PLAN II against other 401(k) plans on the plan type page, or view plans in Colorado on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 464009272.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.