401(k) · DOL Form 5500 · 2023

Clean Energy 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
469
Participants Below avg headcount
88th
Percentile by assets National rank
$133,912
Avg per participant Near avg balance/head
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Official DOL plan name: Clean Energy 401(k) Plan · Sponsored by Clean Energy · California · Utilities

$63M in assets, 469 participants

Clean Energy's Clean Energy 401(k) Plan reported $63M in total assets and 469 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #405 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Clean Energy 401(k) Plan ranks #405 of 721 2023 filers by assets (855% of the sector average)-$63M for 469 participants.

#405
in Utilities (721 peers)
+18.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Clean Energy 401(k) Plan's outsized position by total assets

Clean Energy 401(k) Plan vs every filed plan by assets

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

$62,804,706 Top 12% higher than 88% 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

Clean Energy 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. Clean Energy 401(k) Plan sits mid-pack in the medium band (469 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clean Energy 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Clean Energy 401(k) Plan end-of-year assets rose from $53M in the plan year 2022 filing to $63M in the plan year 2023 filing.
  • Clean Energy 401(k) Plan reported participants rose from 421 in the plan year 2022 filing to 469 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954603747 · Clean Energy PY 2023 · 401(k)

Clean Energy 401(k) Plan · $63M · 469 · 88th

  • TYPE $63M
  • TYPE 469
  • TYPE 88th
  • TYPE 401(k)
  • TYPE near Emery Oleochemicals Investment Plan
  • TYPE ind #405

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 California →

Clean Energy 401(k) Plan in the asset neighbourhood

Emery Oleochemicals Investment PlanEmery Oleochemicals Investme…$63MUa Local 190 Defined Contribution PlanUa Local 190 Defined Contrib…$63MClean Energy 401(k) Plan$63MSpartan Chemical Company, Inc. Employees Profit Sharing and 401(k) PlanSpartan Chemical Company, In…$63MRemote Dba Experts, LLC 401(k)/Profit Sharing PlanRemote Dba Experts, LLC 401(…$63M
End-of-year total assets ($M) among Clean Energy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$63M
Net Income$10M
Employer EIN954603747
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clean Energy)

Sponsor-wide plan assets over time

All Clean Energy plans reported in each filing year

Latest sponsor-wide plan assets
$76M 43.69932817338839% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $52.8M $75.9M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 421 $53M
2023 1 469 $63M
2024 1 494 $76M

Nearby 401(k) Plans in California

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

Clean Energy 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Clean Energy 401(k) Plan, Total assets ($B): 0.062804706 · Participants: 469Clean Energy 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Clean Energy 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Clean Energy 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Emery Oleochemicals Investment Plan in OH ($63M); by covered participants it is Mgs Employee 401(k) Plan in WI (469 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (469 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 Clean Energy 401(k) Plan assets move in 2023? ▼
Clean Energy 401(k) Plan grew sharply - up 18.9% during 2023, from $53M to $63M. Reported net income was $10M.
How have Clean Energy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clean Energy's sponsor-wide assets grew 43.7%, from $53M to $76M.
Where does Clean Energy 401(k) Plan rank by assets among Form 5500 filers? ▼
Clean Energy 401(k) Plan ranks in the 88th 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 Clean Energy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Emery Oleochemicals Investment Plan in OH ($63M, 291 participants).
Which 401(k) plans cover a similar participant headcount to Clean Energy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mgs Employee 401(k) Plan in WI (469 participants, $54M 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 954603747.

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.