Defined Benefit (Pension) · DOL Form 5500 · 2023

4j Energy, LLC Pension Plan

Data updated 2026-08-25

$665K
Total assets Small plan by assets
12
Participants Small participant base
20th
Percentile by assets National rank
$55,411
Avg per participant Low balance/head
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Official DOL plan name: 4j Energy, LLC Defined Benefit Pension Plan · Sponsored by 4j Energy, LLC · Texas · Wholesale Trade

$665K in assets, 12 participants

4j Energy, LLC's 4j Energy, LLC Defined Benefit Pension Plan reported $665K in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #673 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

4j Energy, LLC Defined Benefit Pension Plan holds $665K for 12 participants - about $55,411 per participant, among the smaller plans by assets on file.

#673
in Wholesale Trade (6,309 peers)
-2.1%
assets change YoY

The plan reported a net loss of $14K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

4j Energy, LLC Defined Benefit Pension Plan among the smaller filed plans by assets

4j Energy, LLC Defined Benefit Pension Plan vs every filed plan by assets

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

$664,935 20th percentile higher than 20% 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

4j Energy, LLC Defined Benefit Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 4j Energy, LLC Defined Benefit Pension Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 4j Energy, LLC Defined Benefit Pension Plan reported net income fell from $7K in the plan year 2022 filing to -$14K in the plan year 2023 filing.
  • 4j Energy, LLC Defined Benefit Pension Plan reported participants rose from 10 in the plan year 2022 filing to 12 in the plan year 2023 filing.
  • 4j Energy, LLC Defined Benefit Pension Plan end-of-year assets fell from $679K in the plan year 2022 filing to $665K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 474498978 · 4j Energy, LLC PY 2023 · Defined Benefit (Pension)

4j Energy, LLC Defined Benefit Pension Plan · $665K · 12 · 20th

  • TYPE $665K
  • TYPE 12
  • TYPE 20th
  • TYPE Defined Benefit (Pension)
  • TYPE near Ret Inc Prog Plan a of Lee Spring Co & Ward Leonard Ct LLC
  • TYPE ind #673

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 Wholesale Trade retirement plans → · Plans in Texas →

4j Energy, LLC Defined Benefit Pension Plan in the asset neighbourhood

Ret Inc Prog Plan a of Lee Spring Co & Ward Leonard Ct LLCRet Inc Prog Plan a of Lee S…$665KStuart a. Linder, M.D., Inc. Cash Balance Pension PlanStuart a. Linder, M.D., Inc.…$666KAnthony Napolitano, M.D., P.C. Cash Balance PlanAnthony Napolitano, M.D., P.…$671K4j Energy, LLC Defined Benefit Pension Plan4j Energy, LLC Defined Benef…$665KOrthopedic Medical Center Cash Balance PlanOrthopedic Medical Center Ca…$664K
End-of-year total assets ($M) among 4j Energy, LLC Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$679K
Net Assets (End of Year)$665K
Net Income-$14K
Employer EIN474498978
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (4j Energy, LLC)

Sponsor-wide plan assets over time

All 4j Energy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$675K 0.6242537296951904% vs 2022
2024 filing year
$0.65M$0.66M$0.67M$0.68M$0.69M 202220232024 $0.68M $0.67M ▼ -1.5%
Year Plans Participants Total Assets
2022 1 10 $679K
2023 1 12 $665K
2024 1 13 $675K

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

4j Energy, LLC Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants 4j Energy, LLC Defined Benefit Pension Plan, Total assets ($B): 0.000664935 · Participants: 124j Energy, LLC Defined Benefit Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
4j Energy, LLC Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare 4j Energy, LLC Defined Benefit Pension Plan side-by-side with 3 peers →

4j Energy, LLC Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Ret Inc Prog Plan a of Lee Spring Co & Ward Leonard Ct LLC in NY ($665K); by covered participants it is Niagara Frontier Anesthesia Services, LLP Cash Balance Plan in NY (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 4j Energy, LLC Defined Benefit Pension Plan assets move in 2023? ▼
4j Energy, LLC Defined Benefit Pension Plan edged down modestly - down 2.1% during 2023, from $679K to $665K. Reported net income was -$14K.
How have 4j Energy, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 4j Energy, LLC's sponsor-wide assets declined 0.6%, from $679K to $675K.
Where does 4j Energy, LLC Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
4j Energy, LLC Defined Benefit Pension Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to 4j Energy, LLC Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ret Inc Prog Plan a of Lee Spring Co & Ward Leonard Ct LLC in NY ($665K, 34 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to 4j Energy, LLC Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Niagara Frontier Anesthesia Services, LLP Cash Balance Plan in NY (12 participants, N/A 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 474498978.

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.