401(k) · DOL Form 5500 · 2023

Terra-Gen, LLC 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
333
Participants Below avg headcount
87th
Percentile by assets National rank
$172,415
Avg per participant Above avg balance/head
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Official DOL plan name: Terra-Gen, LLC 401(k) Plan · Sponsored by Terra-Gen, LLC · New York · Utilities

$57M in assets, 333 participants

Terra-Gen, LLC's Terra-Gen, LLC 401(k) Plan reported $57M in total assets and 333 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.

  • #394 in Utilities (721 peers)

Coverage in New York

Terra-Gen, LLC 401(k) Plan covers 333 participants in New York, about 42% of the average New York filer (state average ~798 per filing). Assets: $57M.

#394
in Utilities (721 peers)
+24.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Terra-Gen, LLC 401(k) Plan's outsized position by total assets

Terra-Gen, LLC 401(k) Plan vs every filed plan by assets

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

$57,414,245 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

Terra-Gen, 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. Terra-Gen, LLC 401(k) Plan sits mid-pack in the medium band (333 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Terra-Gen, LLC 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Terra-Gen, LLC 401(k) Plan end-of-year assets rose from $46M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • Terra-Gen, LLC 401(k) Plan reported participants rose from 312 in the plan year 2022 filing to 333 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 300878595 · Terra-Gen, LLC PY 2023 · 401(k)

Terra-Gen, LLC 401(k) Plan · $57M · 333 · 87th

  • ASSETS $57M
  • PCT 333
  • EIN 87th
  • RANK 401(k)
  • PHOTO near IBEW Local Union No. 60 401(k) Plan
  • IND ind #394

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 New York →

Terra-Gen, LLC 401(k) Plan in the asset neighbourhood

IBEW Local Union No. 60 401(k) PlanIBEW Local Union No. 60 401(…$57MTerra-Gen, LLC 401(k) Plan$57MCoursera 401(k) Plan$57MMedical Clinic of Houston, L.L.P. Salary Deferral Profit Sharing Plan and TrustMedical Clinic of Houston, L…$57MKls Martin L.P. 401(k) Salary Reduction Plan & TrustKls Martin L.P. 401(k) Salar…$57M
End-of-year total assets ($M) among Terra-Gen, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$57M
Net Income$11M
Employer EIN300878595
Plan Effective Date2007-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Terra-Gen, LLC)

Sponsor-wide plan assets over time

All Terra-Gen, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$69M 48.64224121772623% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $46.2M $68.6M ▲ +48.6%
Year Plans Participants Total Assets
2022 1 312 $46M
2023 1 333 $57M
2024 1 366 $69M

Nearby 401(k) Plans in New York

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

Terra-Gen, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Terra-Gen, LLC 401(k) Plan, Total assets ($B): 0.057414245 · Participants: 333Terra-Gen, LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Terra-Gen, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Terra-Gen, LLC 401(k) Plan side-by-side with 3 peers →

Terra-Gen, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is IBEW Local Union No. 60 401(k) Plan in TX ($57M); by covered participants it is Lookout, Inc. 401(k) Plan in CA (333 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (333 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 Terra-Gen, LLC 401(k) Plan assets move in 2023? ▼
Terra-Gen, LLC 401(k) Plan grew sharply - up 24.4% during 2023, from $46M to $57M. Reported net income was $11M.
How have Terra-Gen, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Terra-Gen, LLC's sponsor-wide assets grew 48.6%, from $46M to $69M.
Where does Terra-Gen, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Terra-Gen, 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 Terra-Gen, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is IBEW Local Union No. 60 401(k) Plan in TX ($57M, 2,506 participants).
Which 401(k) plans cover a similar participant headcount to Terra-Gen, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lookout, Inc. 401(k) Plan in CA (333 participants, $35M 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 300878595.

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.