401(k) · DOL Form 5500 · 2023

Independence Energy Management, LLC 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
870
Participants Near avg headcount
85th
Percentile by assets National rank
$57,330
Avg per participant Low balance/head
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Official DOL plan name: Independence Energy Management, LLC 401(k) Plan · Sponsored by Independence Energy Management, LLC · Texas · Mining & Oil Extraction

$50M in assets, 870 participants

Independence Energy Management, LLC's Independence Energy Management, LLC 401(k) Plan reported $50M in total assets and 870 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #587 in Mining & Oil Extraction (811 peers)

Where Independence Energy Management, LLC 401(k) Plan sits by assets

Independence Energy Management, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $50M for 870 participants (~$57,330/participant), up 63.7% in 2023.

#587
in Mining & Oil Extraction (811 peers)
+63.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Independence Energy Management, LLC 401(k) Plan's outsized position by total assets

Independence Energy Management, LLC 401(k) Plan vs every filed plan by assets

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

$49,876,740 Top 15% higher than 85% 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

Independence Energy Management, 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. Independence Energy Management, LLC 401(k) Plan sits mid-pack in the medium band (870 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Independence Energy Management, LLC 401(k) Plan end-of-year assets rose from $30M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Independence Energy Management, LLC 401(k) Plan reported net income fell from $30M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Independence Energy Management, LLC 401(k) Plan reported participants rose from 730 in the plan year 2022 filing to 870 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 862772723 · Independence Energy Management, LLC PY 2023 · 401(k)

Independence Energy Management, LLC 401(k) Plan · $50M · 870 · 85th

  • SCH $50M
  • EBSA 870
  • PART 85th
  • TYPE 401(k)
  • NET near Fibervisions Savings and Investment Retirement Plan
  • BOOK ind #587

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 Texas →

Independence Energy Management, LLC 401(k) Plan in the asset neighbourhood

Independence Energy Management, LLC 401(k) PlanIndependence Energy Manageme…$50MFibervisions Savings and Investment Retirement PlanFibervisions Savings and Inv…$50MHal Leonard LLC Deferred Compensation Profit Sharing PlanHal Leonard LLC Deferred Com…$50MEmployees' Retirement Savings Plan of Royston LLCEmployees' Retirement Saving…$50MMclaren Employees' 401(k) Retirement PlanMclaren Employees' 401(k) Re…$50M
End-of-year total assets ($M) among Independence Energy Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$50M
Net Income$19M
Employer EIN862772723
Plan Effective Date2022-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independence Energy Management, LLC)

Sponsor-wide plan assets over time

All Independence Energy Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$79M 159.13722393713445% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $30.5M $79M ▲ +159.2%
Year Plans Participants Total Assets
2022 1 730 $30M
2023 1 870 $50M
2024 1 935 $79M

Nearby 401(k) Plans in Texas

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

Independence Energy Management, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Independence Energy Management, LLC 401(k) Plan, Total assets ($B): 0.04987674 · Participants: 870Independence Energy Management, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Independence Energy Management, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Independence Energy Management, LLC 401(k) Plan side-by-side with 3 peers →

Independence Energy Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Fibervisions Savings and Investment Retirement Plan in GA ($50M); by covered participants it is Intermed, P.a. 401(k) & Profit Sharing Plan in ME (870 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (870 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 Independence Energy Management, LLC 401(k) Plan assets move in 2023? ▼
Independence Energy Management, LLC 401(k) Plan surged - up 63.7% during 2023, from $30M to $50M. Reported net income was $19M.
How have Independence Energy Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independence Energy Management, LLC's sponsor-wide assets grew 159.1%, from $30M to $79M.
Where does Independence Energy Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Independence Energy Management, LLC 401(k) Plan ranks in the 85th 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 Independence Energy Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fibervisions Savings and Investment Retirement Plan in GA ($50M, 445 participants).
Which 401(k) plans cover a similar participant headcount to Independence Energy Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intermed, P.a. 401(k) & Profit Sharing Plan in ME (870 participants, $146M 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 862772723.

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.