401(k) · DOL Form 5500 · 2023

Jonah Energy, LLC 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
161
Participants Small participant base
83rd
Percentile by assets National rank
$254,073
Avg per participant Above avg balance/head
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Official DOL plan name: Jonah Energy 401(k) Plan · Sponsored by Jonah Energy, LLC · Colorado · Mining & Oil Extraction

$41M in assets, 161 participants

Jonah Energy, LLC's Jonah Energy 401(k) Plan reported $41M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #560 in Mining & Oil Extraction (811 peers)

Coverage in Colorado

Jonah Energy 401(k) Plan covers 161 participants in Colorado, about 43% of the average Colorado filer (state average ~376 per filing). Assets: $41M.

#560
in Mining & Oil Extraction (811 peers)
+12.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Jonah Energy 401(k) Plan's outsized position by total assets

Jonah Energy 401(k) Plan vs every filed plan by assets

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

$40,905,758 Top 17% higher than 83% 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

Jonah Energy 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. Jonah Energy 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

  • Jonah Energy 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Jonah Energy 401(k) Plan end-of-year assets rose from $36M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Jonah Energy 401(k) Plan reported participants fell from 166 in the plan year 2022 filing to 161 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 465193792 · Jonah Energy, LLC PY 2023 · 401(k)

Jonah Energy 401(k) Plan · $41M · 161 · 83rd

  • ASSETS $41M
  • PCT 161
  • EIN 83rd
  • RANK 401(k)
  • PHOTO near Aligned Orthopedic Partners 401(k) Plan
  • IND ind #560

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 Mining & Oil Extraction retirement plans → · Plans in Colorado →

Jonah Energy 401(k) Plan in the asset neighbourhood

Jonah Energy 401(k) Plan$41MAligned Orthopedic Partners 401(k) PlanAligned Orthopedic Partners …$41MGastrointestinal Specialists, Amc 401(k) Profit Sharing PlanGastrointestinal Specialists…$41MHershey Creamery Company Savings PlanHershey Creamery Company Sav…$41MShutts & Bowen, LLP 401(k) Profit Sharing Plan (B)Shutts & Bowen, LLP 401(k) P…$41M
End-of-year total assets ($M) among Jonah Energy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$41M
Net Income$5M
Employer EIN465193792
Plan Effective Date2014-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jonah Energy, LLC)

Sponsor-wide plan assets over time

All Jonah Energy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$47M 30.465962796834013% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36.4M $47.5M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 166 $36M
2023 1 161 $41M
2024 1 159 $47M

Nearby 401(k) Plans in Colorado

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

Jonah Energy 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Jonah Energy 401(k) Plan, Total assets ($B): 0.040905758 · Participants: 161Jonah Energy 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Jonah Energy 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Jonah Energy 401(k) Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Aligned Orthopedic Partners 401(k) Plan in MD ($41M); by covered participants it is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Jonah Energy 401(k) Plan assets move in 2023? ▼
Jonah Energy 401(k) Plan grew at a solid clip - up 12.4% during 2023, from $36M to $41M. Reported net income was $5M.
How have Jonah Energy, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jonah Energy, LLC's sponsor-wide assets grew 30.5%, from $36M to $47M.
Where does Jonah Energy 401(k) Plan rank by assets among Form 5500 filers? ▼
Jonah Energy 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jonah Energy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aligned Orthopedic Partners 401(k) Plan in MD ($41M, 574 participants).
Which 401(k) plans cover a similar participant headcount to Jonah Energy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants, N/A 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 465193792.

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.