401(k) · DOL Form 5500 · 2023

Energy Harbor Corp. 401(k) Plan

Data updated 2026-08-25

$682M
Total assets Above avg plan size
2,295
Participants Above avg headcount
98th
Percentile by assets National rank
$297,006
Avg per participant High balance/head
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Official DOL plan name: Energy Harbor 401(k) & Retirement Contribution Plan · Sponsored by Energy Harbor Corp. · Ohio · Utilities

$682M in assets, 2,295 participants

Energy Harbor Corp.'s Energy Harbor 401(k) & Retirement Contribution Plan reported $682M in total assets and 2,295 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #613 in Utilities (721 peers)

Coverage in Ohio

Energy Harbor 401(k) & Retirement Contribution Plan covers 2,295 participants in Ohio, 3.0x the typical Ohio plan (state average ~765 per filing). Assets: $682M.

#613
in Utilities (721 peers)
+8.2%
assets growth YoY
6.8×
vs typical plan assets (national mean)

Energy Harbor 401(k) & Retirement Contribution Plan's outsized position by total assets

Energy Harbor 401(k) & Retirement Contribution Plan vs every filed plan by assets

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

$681,628,282 Top 2% higher than 98% 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 Harbor 401(k) & Retirement Contribution Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Energy Harbor 401(k) & Retirement Contribution Plan lands in the large band (2,295 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Energy Harbor 401(k) & Retirement Contribution Plan reported net income rose from -$118M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • Energy Harbor 401(k) & Retirement Contribution Plan end-of-year assets rose from $630M in the plan year 2022 filing to $682M in the plan year 2023 filing.
  • Energy Harbor 401(k) & Retirement Contribution Plan reported participants fell from 2,359 in the plan year 2022 filing to 2,295 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 843992199 · Energy Harbor Corp. PY 2023 · 401(k)

Energy Harbor 401(k) & Retirement Contribution Plan · $682M · 2,295 · 98th

  • IND $682M
  • IND 2,295
  • IND 98th
  • IND 401(k)
  • IND near Guardian Life Employees Incentive Savings Plan
  • IND ind #613

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 Ohio →

Energy Harbor 401(k) & Retirement Contribution Plan in the asset neighbourhood

Waste Connections, Inc. 401(k) Profit Sharing PlanWaste Connections, Inc. 401(…$684MGuardian Life Employees Incentive Savings PlanGuardian Life Employees Ince…$682MEnergy Harbor 401(k) & Retirement Contribution PlanEnergy Harbor 401(k) & Retir…$682MCalpine Corporation Retirement Savings PlanCalpine Corporation Retireme…$681MRetail Business Services 401(k) PlanRetail Business Services 401…$680M
End-of-year total assets ($M) among Energy Harbor 401(k) & Retirement Contribution Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$630M
Net Assets (End of Year)$681M
Net Income$52M
Employer EIN843992199
Plan Effective Date2020-02-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Energy Harbor Corp.)

Sponsor-wide plan assets over time

All Energy Harbor Corp. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$200M$400M$600M$800M 202220232024 $648M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 3,170 $648M
2023 2 3,021 $701M
2024 1 2,051 N/A

Nearby 401(k) Plans in Ohio

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

Energy Harbor 401(k) & Retirement Contribution Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Energy Harbor 401(k) & Retirement Contribution Plan, Total assets ($B): 0.681628282 · Participants: 2295Energy Harbor 401(k) & Retirement Contribution PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Energy Harbor 401(k) & Retirement Contribution Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Energy Harbor 401(k) & Retirement Contribution Plan side-by-side with 3 peers →

Energy Harbor 401(k) & Retirement Contribution Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Guardian Life Employees Incentive Savings Plan in NY ($682M); by covered participants it is National Beef Packing Company, LLC Profit Sharing and Savings Plan in MO (2,295 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($682M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,295 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 Energy Harbor 401(k) & Retirement Contribution Plan assets move in 2023? ▼
Energy Harbor 401(k) & Retirement Contribution Plan grew at a solid clip - up 8.2% during 2023, from $630M to $682M. Reported net income was $52M.
Where does Energy Harbor 401(k) & Retirement Contribution Plan rank by assets among Form 5500 filers? ▼
Energy Harbor 401(k) & Retirement Contribution Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Energy Harbor 401(k) & Retirement Contribution Plan? ▼
Among 401(k) plans in other states, the closest by assets is Guardian Life Employees Incentive Savings Plan in NY ($682M, 676 participants).
Which 401(k) plans cover a similar participant headcount to Energy Harbor 401(k) & Retirement Contribution Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is National Beef Packing Company, LLC Profit Sharing and Savings Plan in MO (2,295 participants, $117M 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 843992199.

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.