401(k) · DOL Form 5500 · 2023

Iron Senergy, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
182
Participants Below avg headcount
73rd
Percentile by assets National rank
$115,217
Avg per participant Below avg balance/head
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Official DOL plan name: Iron Senergy, LLC 401(k) Retirement Savings Plan · Sponsored by Iron Senergy, LLC · Kentucky · Mining & Oil Extraction

$21M in assets, 182 participants

Iron Senergy, LLC's Iron Senergy, LLC 401(k) Retirement Savings Plan reported $21M in total assets and 182 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

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

Coverage in Kentucky

Iron Senergy, LLC 401(k) Retirement Savings Plan covers 182 participants in Kentucky, about 28% of the average Kentucky filer (state average ~647 per filing). Assets: $21M.

#450
in Mining & Oil Extraction (811 peers)
+23.0%
assets growth YoY

Iron Senergy, LLC 401(k) Retirement Savings Plan's outsized position by total assets

Iron Senergy, LLC 401(k) Retirement Savings Plan vs every filed plan by assets

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

$20,969,449 Top 27% higher than 73% 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

Iron Senergy, LLC 401(k) Retirement Savings 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. Iron Senergy, LLC 401(k) Retirement Savings Plan sits mid-pack in the medium band (182 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iron Senergy, LLC 401(k) Retirement Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Iron Senergy, LLC 401(k) Retirement Savings Plan reported participants rose from 143 in the plan year 2022 filing to 182 in the plan year 2023 filing.
  • Iron Senergy, LLC 401(k) Retirement Savings Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 852328662 · Iron Senergy, LLC PY 2023 · 401(k)

Iron Senergy, LLC 401(k) Retirement Savings Plan · $21M · 182 · 73rd

  • 5500 $21M
  • 5500 182
  • 5500 73rd
  • 5500 401(k)
  • 5500 near Groff Tractor 401(k) Plan
  • 5500 ind #450

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 Kentucky →

Iron Senergy, LLC 401(k) Retirement Savings Plan in the asset neighbourhood

Iron Senergy, LLC 401(k) Retirement Savings PlanIron Senergy, LLC 401(k) Ret…$21MGroff Tractor 401(k) Plan$21MNatureserve Saving and Retirement PlanNatureserve Saving and Retir…$21MPeregrine Group, LLC Retirement PlanPeregrine Group, LLC Retirem…$21MRedico Retirement Savings PlanRedico Retirement Savings Pl…$21M
End-of-year total assets ($M) among Iron Senergy, LLC 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN852328662
Plan Effective Date2020-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iron Senergy, LLC)

Sponsor-wide plan assets over time

All Iron Senergy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$65M 43.80840976892592% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $45.1M $64.8M ▲ +43.8%
Year Plans Participants Total Assets
2022 2 668 $45M
2023 2 755 $58M
2024 2 745 $65M

Nearby 401(k) Plans in Kentucky

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

Iron Senergy, LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Iron Senergy, LLC 401(k) Retirement Savings Plan, Total assets ($B): 0.020969449 · Participants: 182Iron Senergy, LLC 401(k) Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Iron Senergy, LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Iron Senergy, LLC 401(k) Retirement Savings Plan side-by-side with 3 peers →

Iron Senergy, LLC 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Groff Tractor 401(k) Plan in PA ($21M); by covered participants it is Broadmoor Management Company 401(k) Profit Sharing Plan in NE (182 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (182 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 Iron Senergy, LLC 401(k) Retirement Savings Plan assets move in 2023? ▼
Iron Senergy, LLC 401(k) Retirement Savings Plan grew sharply - up 23.0% during 2023, from $17M to $21M. Reported net income was $4M.
How have Iron Senergy, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iron Senergy, LLC's sponsor-wide assets grew 43.8%, from $45M to $65M.
Which 401(k) plans are similar in size to Iron Senergy, LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Groff Tractor 401(k) Plan in PA ($21M, 248 participants).
Which 401(k) plans cover a similar participant headcount to Iron Senergy, LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Broadmoor Management Company 401(k) Profit Sharing Plan in NE (182 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 852328662.

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.