401(k) · DOL Form 5500 · 2023

Flywheel Energy Management, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
310
Participants Below avg headcount
76th
Percentile by assets National rank
$79,152
Avg per participant Below avg balance/head
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Official DOL plan name: Flywheel Energy Retirement Plan · Sponsored by Flywheel Energy Management, LLC · Oklahoma · Utilities

$25M in assets, 310 participants

Flywheel Energy Management, LLC's Flywheel Energy Retirement Plan reported $25M in total assets and 310 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #282 in Utilities (721 peers)

Coverage in Oklahoma

Flywheel Energy Retirement Plan covers 310 participants in Oklahoma, about 41% of the average Oklahoma filer (state average ~760 per filing). Assets: $25M.

#282
in Utilities (721 peers)
+37.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Flywheel Energy Retirement Plan's outsized position by total assets

Flywheel Energy Retirement Plan vs every filed plan by assets

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

$24,537,210 Top 24% higher than 76% 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

Flywheel Energy Retirement 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. Flywheel Energy Retirement Plan sits mid-pack in the medium band (310 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Flywheel Energy Retirement Plan reported net income rose from -$494K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Flywheel Energy Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Flywheel Energy Retirement Plan reported participants rose from 281 in the plan year 2022 filing to 310 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 364863019 · Flywheel Energy Management, LLC PY 2023 · 401(k)

Flywheel Energy Retirement Plan · $25M · 310 · 76th

  • SCH $25M
  • EBSA 310
  • PART 76th
  • TYPE 401(k)
  • NET near Air Techniques, Inc. Employee Retirement Plan
  • BOOK ind #282

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 Oklahoma →

Flywheel Energy Retirement Plan in the asset neighbourhood

Flywheel Energy Retirement PlanFlywheel Energy Retirement P…$25MAir Techniques, Inc. Employee Retirement PlanAir Techniques, Inc. Employe…$25MVesta Corporation 401(k) Plan$25MThinkom Retirement Savings PlanThinkom Retirement Savings P…$25MSEIU Local 1021 Retirement Savings PlanSEIU Local 1021 Retirement S…$25M
End-of-year total assets ($M) among Flywheel Energy Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$25M
Net Income$7M
Employer EIN364863019
Plan Effective Date2019-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Flywheel Energy Management, LLC)

Sponsor-wide plan assets over time

All Flywheel Energy Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 73.94252475749097% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.8M $31M ▲ +73.9%
Year Plans Participants Total Assets
2022 1 281 $18M
2023 1 310 $25M
2024 1 284 $31M

Nearby 401(k) Plans in Oklahoma

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

Flywheel Energy Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Flywheel Energy Retirement Plan, Total assets ($B): 0.02453721 · Participants: 310Flywheel Energy Retirement PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Flywheel Energy Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Flywheel Energy Retirement Plan side-by-side with 3 peers →

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

Outside Oklahoma, the nearest 401(k) by assets is Air Techniques, Inc. Employee Retirement Plan in NY ($25M); by covered participants it is Murphy Employee Profit Sharing and 401(k) Plan in MO (310 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (310 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 Flywheel Energy Retirement Plan assets move in 2023? ▼
Flywheel Energy Retirement Plan surged - up 37.9% during 2023, from $18M to $25M. Reported net income was $7M.
How have Flywheel Energy Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Flywheel Energy Management, LLC's sponsor-wide assets grew 73.9%, from $18M to $31M.
Where does Flywheel Energy Retirement Plan rank by assets among Form 5500 filers? ▼
Flywheel Energy Retirement Plan ranks in the 76th 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 Flywheel Energy Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Air Techniques, Inc. Employee Retirement Plan in NY ($25M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Flywheel Energy Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Murphy Employee Profit Sharing and 401(k) Plan in MO (310 participants, $67M 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 364863019.

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.