401(k) · DOL Form 5500 · 2023

Energy Systems Group, LLC 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
271
Participants Below avg headcount
87th
Percentile by assets National rank
$208,460
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Energy Systems Group, LLC 401(k) Plan · Sponsored by Energy Systems Group, LLC · Indiana · Professional & Technical Services

$56M in assets, 271 participants

Energy Systems Group, LLC's Energy Systems Group, LLC 401(k) Plan reported $56M in total assets and 271 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,856 in Professional & Technical Services (20,321 peers)

Where Energy Systems Group, LLC 401(k) Plan sits by assets

Energy Systems Group, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $56M for 271 participants (~$208,460/participant).

#17,856
in Professional & Technical Services (20,321 peers)
$7M
reported net income
0.6×
vs typical plan assets (national mean)

Energy Systems Group, LLC 401(k) Plan's outsized position by total assets

Energy Systems Group, LLC 401(k) Plan vs every filed plan by assets

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

$56,492,777 Top 13% higher than 87% 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

Energy Systems Group, LLC 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. Energy Systems Group, LLC 401(k) Plan sits mid-pack in the medium band (271 participants).

Plan-year Form 5500 strip

Filing strip 352017952 · Energy Systems Group, LLC PY 2023 · 401(k)

Energy Systems Group, LLC 401(k) Plan · $56M · 271 · 87th

  • BOY $56M
  • SCH 271
  • EBSA 87th
  • PART 401(k)
  • TYPE near Clinical Pathology Associates Profit Sharing Plan and Trust
  • NET ind #17856

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 Professional & Technical Services retirement plans → · Plans in Indiana →

Energy Systems Group, LLC 401(k) Plan in the asset neighbourhood

Safilo USA Inc./Smith Sport Optics Inc. 401(k) PlanSafilo USA Inc./Smith Sport …$57MEnergy Systems Group, LLC 401(k) PlanEnergy Systems Group, LLC 40…$56MClinical Pathology Associates Profit Sharing Plan and TrustClinical Pathology Associate…$56MLos Angeles Capital Management 401(k) Profit Sharing PlanLos Angeles Capital Manageme…$56MDnp Group 401(k) Retirement Savings PlanDnp Group 401(k) Retirement …$56M
End-of-year total assets ($M) among Energy Systems Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$56M
Net Income$7M
Employer EIN352017952
Plan Effective Date2023-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Energy Systems Group, LLC)

Sponsor-wide plan assets over time

All Energy Systems Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$63M 10.848632914611366% vs 2023
2024 filing year
$54M$56M$58M$60M$62M$64M 20232024 $56.5M $62.6M ▲ +10.9%
Year Plans Participants Total Assets
2023 1 271 $56M
2024 1 337 $63M

Nearby 401(k) Plans in Indiana

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

Energy Systems Group, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Energy Systems Group, LLC 401(k) Plan, Total assets ($B): 0.056492777 · Participants: 271Energy Systems Group, LLC 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Energy Systems Group, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Energy Systems Group, LLC 401(k) Plan side-by-side with 3 peers →

Energy Systems Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Clinical Pathology Associates Profit Sharing Plan and Trust in TX ($56M); by covered participants it is Sellen Construction Co., Inc. 401(k) and Wealthbuilder Retirement Plan in WA (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 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 have Energy Systems Group, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Energy Systems Group, LLC's sponsor-wide assets grew 10.8%, from $56M to $63M.
Where does Energy Systems Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Energy Systems Group, LLC 401(k) Plan ranks in the 87th 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 Energy Systems Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clinical Pathology Associates Profit Sharing Plan and Trust in TX ($56M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Energy Systems Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sellen Construction Co., Inc. 401(k) and Wealthbuilder Retirement Plan in WA (271 participants, $96M 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 352017952.

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.