401(k) · DOL Form 5500 · 2023
Extra Energy, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 342
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $32,921
- Avg per participant Low balance/head
Official DOL plan name: Choice Investments Savings Plan · Sponsored by Extra Energy, Inc. · West Virginia · Mining & Oil Extraction
$11M in assets, 342 participants
Extra Energy, Inc.'s Choice Investments Savings Plan reported $11M in total assets and 342 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #328 in Mining & Oil Extraction (811 peers)
Mining & Oil Extraction sector rank
Within Mining & Oil Extraction, Choice Investments Savings Plan ranks #328 of 811 2023 filers by assets (1092% of the sector average)-$11M for 342 participants.
- #328
- in Mining & Oil Extraction (811 peers)
- +17.7%
- assets growth YoY
Choice Investments Savings Plan's mid-pack asset rank among Mining & Oil Extraction and all filers
Choice Investments Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,258,944 Top 39% higher than 61% 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
Choice Investments 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. Choice Investments Savings Plan sits mid-pack in the medium band (342 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Choice Investments Savings Plan reported net income rose from -$2K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Choice Investments Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Choice Investments Savings Plan reported participants rose from 311 in the plan year 2022 filing to 342 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 550688280 · Extra Energy, Inc. PY 2023 · 401(k)
Choice Investments Savings Plan · $11M · 342 · 61st
- BOOK $11M
- VS-ST 342
- BOY 61st
- SCH 401(k)
- EBSA near Apple 401(k) Savings Plan
- PART ind #328
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 West Virginia →
Choice Investments Savings Plan in the asset neighbourhood
Mining & Oil Extraction filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 550688280 |
| Plan Effective Date | 2005-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Extra Energy, Inc.)
Sponsor-wide plan assets over time
All Extra Energy, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 47.537524094328525% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 673 | $24M |
| 2023 | 1 | 342 | $11M |
| 2024 | 1 | 346 | $13M |
Nearby 401(k) Plans in West Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Orrick, Herrington & Sutcliffe LLP Retirement Plan $1.1B · 1,878
- Camc Health System Basic Retirement Plan $719M · N/A
- American Public Education Retirement Plan $259M · 5,728
- West Virginia University Health System 401(k) Plan $255M · 2,525
- United Bankshares, Inc. Savings and Stock Investment Plan $228M · 2,740
Choice Investments Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside West Virginia, the nearest 401(k) by assets is Apple 401(k) Savings Plan in NJ ($11M); by covered participants it is 403(b) Thrift Plan for Employees of Enmrsh, Inc. in NM (342 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Apple 401(k) Savings Plan (NJ) $11M · 277
- Tenstorrent USA Inc 401(k) Plan (TX) $11M · 102
- Al Copeland Investments, L. L. C. 401(k) Plan (LA) $11M · 433
- Ifma 401(k) Plan (TX) $11M · 54
Similar participant headcount
Nearest other-state filings by covered participants (342 participants); asset peers above are excluded.
- 403(b) Thrift Plan for Employees of Enmrsh, Inc. (NM) 342 · 0 off
- Vigen Construction, Inc. Retirement & 401(k) Plan (MN) 342 · 0 off
- Stanpac USA 401(k) Plan (TX) 342 · 0 off
- Esg International 401(k) Plan (VA) 342 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.