401(k) · DOL Form 5500 · 2023
Customized Energy Solutions, Ltd. 401(k) Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 161
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $217,534
- Avg per participant Above avg balance/head
Official DOL plan name: Customized Energy Solutions, Ltd 401(k) Plan · Sponsored by Customized Energy Solutions, Ltd. · Pennsylvania · Professional & Technical Services
$35M in assets, 161 participants
Customized Energy Solutions, Ltd.'s Customized Energy Solutions, Ltd 401(k) Plan reported $35M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #16,670 in Professional & Technical Services (20,321 peers)
Coverage in Pennsylvania
Customized Energy Solutions, Ltd 401(k) Plan covers 161 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $35M.
- #16,670
- in Professional & Technical Services (20,321 peers)
- +18.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Customized Energy Solutions, Ltd 401(k) Plan's outsized position by total assets
Customized Energy Solutions, Ltd 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$35,022,902 Top 19% higher than 81% 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
Customized Energy Solutions, Ltd 401(k) Plan 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. Customized Energy Solutions, Ltd 401(k) Plan sits mid-pack in the medium band (161 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Customized Energy Solutions, Ltd 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Customized Energy Solutions, Ltd 401(k) Plan end-of-year assets rose from $30M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- Customized Energy Solutions, Ltd 401(k) Plan reported participants fell from 163 in the plan year 2022 filing to 161 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 251811123 · Customized Energy Solutions, Ltd. PY 2023 · 401(k)
Customized Energy Solutions, Ltd 401(k) Plan · $35M · 161 · 81st
- 5500 $35M
- ASSETS 161
- PCT 81st
- EIN 401(k)
- RANK near The Tenaris Legacy 401(k) Retirement Plan
- PHOTO ind #16670
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 →
Customized Energy Solutions, Ltd 401(k) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $6M |
| Employer EIN | 251811123 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Customized Energy Solutions, Ltd.)
Sponsor-wide plan assets over time
All Customized Energy Solutions, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 37.50117845706966% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 163 | $30M |
| 2023 | 1 | 161 | $35M |
| 2024 | 1 | 167 | $41M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Customized Energy Solutions, Ltd 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is The Tenaris Legacy 401(k) Retirement Plan in TX ($35M); by covered participants it is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- The Tenaris Legacy 401(k) Retirement Plan (TX) $35M · 416
- Syndeo Outsourcing 401(k) Pooled Employer Plan (KS) $35M · 903
- Santiam Memorial Hospital 401(k) Retirement Plan (OR) $35M · 608
- Honor Credit Union 401(k) Plan (MI) $35M · 380
Similar participant headcount
Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.
- Kansas Crossing Casino, Lc 401(k) Plan (KS) 161 · 0 off
- Burke Beverage, Inc. 401(k) Plan (IL) 161 · 0 off
- Arrow Gear Incentive Savings Plan (NY) 161 · 0 off
- Virtual Hold Technology Solutions, LLC 401(k) Profit Sharing Plan and Trust (CA) 161 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.