401(k) · DOL Form 5500 · 2023

Energy Transfer LP 401(k) Plan

Data updated 2026-08-11

$2.4B
Total assets: 10,863
Participants: 99th
Percentile by assets: $222,370
Avg per participant

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.

99th percentile by assets (of 127,072 plans)
#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.

$2.4B
total plan assets (2023 EOY): 10,863
covered participants: 99th
percentile by assets (of 127,072 plans): $222,370
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Texas

Industry

Mining & Oil Extraction

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Energy Transfer LP 401(k) Plan reports 10,863 participants - 16x that state average ($2.4B EOY assets).

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)

Total plan assets by year, all Energy Transfer LP plans on file

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.

Energy Transfer LP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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

Compare Energy Transfer LP 401(k) Plan side-by-side with 3 peers →

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)

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Energy Transfer LP 401(k) Plan by total assets, not by location.

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

Frequently Asked Questions

How did Energy Transfer LP 401(k) Plan assets move in 2023? ▼

Energy Transfer LP 401(k) Plan grew sharply - up 15.9% during 2023, from $2.1B to $2.4B. Reported net income was $332M.

How have Energy Transfer LP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Energy Transfer LP's sponsor-wide assets grew 34.0%, from $2.1B to $2.8B.

Where does Energy Transfer LP 401(k) Plan rank by assets among Form 5500 filers? ▼

Energy Transfer LP 401(k) Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).

Which 401(k) plans are similar in size to Energy Transfer LP 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Peter Kiewit Sons, Inc. Retirement Savings Plan in NE ($2.4B, 16,947 participants).

Next read for Energy Transfer LP 401(k) Plan

Filing takeaways

Ways to act on Energy Transfer LP 401(k) Plan's numbers.

By total assets, Energy Transfer LP 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
Energy Transfer LP's sponsor-wide assets have grown 34.0% since 2022 across 3 plan years on file. More Mining & Oil Extraction plans

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 300108820.