401(k) · DOL Form 5500 · 2023
Energy Transfer LP 401(k) Plan
Data updated 2026-08-25
- $2.4B
- Total assets Very large vs avg
- 10,863
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $222,370
- Avg per participant Above avg balance/head
Official DOL plan name: Energy Transfer LP 401(k) Plan · Sponsored by Energy Transfer LP · Texas · Mining & Oil Extraction
$2.4B in assets, 10,863 participants
Energy Transfer LP's Energy Transfer LP 401(k) Plan reported $2.4B in total assets and 10,863 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.
- #804 in Mining & Oil Extraction (811 peers)
Coverage in Texas
Energy Transfer LP 401(k) Plan covers 10,863 participants in Texas, 16x the typical Texas plan (state average ~688 per filing). Assets: $2.4B.
- #804
- in Mining & Oil Extraction (811 peers)
- +15.9%
- assets growth YoY
- 24×
- vs typical plan assets (national mean)
Energy Transfer LP 401(k) Plan's outsized position by total assets
Energy Transfer LP 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,415,605,872 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
Energy Transfer LP 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Energy Transfer LP 401(k) Plan is a mega filing (10,863 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Energy Transfer LP 401(k) Plan reported net income rose from -$442M in the plan year 2022 filing to $332M in the plan year 2023 filing.
- Energy Transfer LP 401(k) Plan end-of-year assets rose from $2.1B in the plan year 2022 filing to $2.4B in the plan year 2023 filing.
- Energy Transfer LP 401(k) Plan reported participants rose from 10,814 in the plan year 2022 filing to 10,863 in the plan year 2023 filing.
DOL schedule card
Filing strip 300108820 · Energy Transfer LP PY 2023 · 401(k)
Energy Transfer LP 401(k) Plan · $2.4B · 10,863 · 99th
- IND $2.4B
- EOY 10,863
- 5500 99th
- ASSETS 401(k)
- PCT near Peter Kiewit Sons, Inc. Retirement Savings Plan
- EIN ind #804
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 Texas →
Energy Transfer LP 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $2.1B |
|---|---|
| Net Assets (End of Year) | $2.4B |
| Net Income | $332M |
| Employer EIN | 300108820 |
| Plan Effective Date | 1989-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Energy Transfer LP)
Sponsor-wide plan assets over time
All Energy Transfer LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.8B 33.96413262411217% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10,814 | $2.1B |
| 2023 | 1 | 10,863 | $2.4B |
| 2024 | 1 | 12,012 | $2.8B |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Scale composition for Energy Transfer LP 401(k) Plan
Energy Transfer LP 401(k) Plan reports $2.4B in end-of-year assets across 10,863 participants (0.020% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $222,370 per participant (1.6x the national average assets-per-participant) . Net income for plan year 2023 was $332M.
This plan identity (EIN 300108820, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.1B to $2.8B (+34.0%) while covered participants moved from 10,814 to 12,012 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,814 | $2.1B | Open filing |
| 2023 | 10,863 | $2.4B | This page |
| 2024 · index core | 12,012 | $2.8B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Energy Transfer LP 401(k) Plan (401(k), $2.8B, 12,012 participants)
Energy Transfer LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Peter Kiewit Sons, Inc. Retirement Savings Plan in NE ($2.4B); by covered participants it is Lippert Components, Inc. Employee Retirement Savings Plan in IN (10,849 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.4B here).
- Peter Kiewit Sons, Inc. Retirement Savings Plan (NE) $2.4B · 16,947
- Transamerica 401(k) Retirement Savings Plan (IA) $2.4B · 6,999
- Piedmont Healthcare, Inc. 401(k) Tomorrowplan (GA) $2.4B · 27,877
- Keysight Technologies, Inc. 401(k) Plan (CA) $2.4B · 5,483
Similar participant headcount
Nearest other-state filings by covered participants (10,863 participants); asset peers above are excluded.
- Lippert Components, Inc. Employee Retirement Savings Plan (IN) 10,849 · 14 off
- New York Life Insurance Company Agents Progress- Sharing Investment Plan (NY) 10,849 · 14 off
- Tandem Hr, LLC 401(k) Plan (IL) 10,885 · 22 off
- Alight Solutions LLC 401(k) Plan (Fka Hewitt Associates LLC 401(k) Plan) (IL) 10,889 · 26 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.