401(k) · DOL Form 5500 · 2024

Utility System Efficiencies, Inc 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
19
Participants Small participant base
63rd
Percentile by assets National rank
$726,059
Avg per participant High balance/head
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Official DOL plan name: Utility System Efficiencies 401(k) Profit Sharing Plan · Sponsored by Utility System Efficiencies, Inc · California · Professional & Technical Services

$14M in assets, 19 participants

Utility System Efficiencies, Inc's Utility System Efficiencies 401(k) Profit Sharing Plan reported $14M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,439 in Professional & Technical Services (20,173 peers)

Utility System Efficiencies, Inc multi-year trail

Utility System Efficiencies, Inc's plans moved +57.9% in assets from 2022 to 2024; this filing shows Utility System Efficiencies 401(k) Profit Sharing Plan at $14M / 19 participants.

#12,439
in Professional & Technical Services (20,173 peers)
+30.5%
assets growth YoY

Utility System Efficiencies 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Utility System Efficiencies 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$13,795,123 Top 37% higher than 63% of 123,620 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 2024

Utility System Efficiencies 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Utility System Efficiencies 401(k) Profit Sharing Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Utility System Efficiencies 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Utility System Efficiencies 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Utility System Efficiencies 401(k) Profit Sharing Plan reported participants rose from 18 in the plan year 2023 filing to 19 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 680462420 · Utility System Efficiencies, Inc PY 2024 · 401(k)

Utility System Efficiencies 401(k) Profit Sharing Plan · $14M · 19 · 63rd

  • PHOTO $14M
  • PHOTO 19
  • PHOTO 63rd
  • PHOTO 401(k)
  • PHOTO near First Mode 401(k) Plan
  • PHOTO ind #12439

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 Professional & Technical Services retirement plans → · Plans in California →

Utility System Efficiencies 401(k) Profit Sharing Plan in the asset neighbourhood

Utility System Efficiencies 401(k) Profit Sharing PlanUtility System Efficiencies …$14MFirst Mode 401(k) Plan$14MMetalcrafters, Inc. 401(k) Profit Sharing PlanMetalcrafters, Inc. 401(k) P…$14MTimberline Lodge Employee Savings and Protection PlanTimberline Lodge Employee Sa…$14MUS Health Management Partners 401(k) Retirement PlanUS Health Management Partner…$14M
End-of-year total assets ($M) among Utility System Efficiencies 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utility System Efficiencies, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Utility System Efficiencies, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$14M 57.94687834145692% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.73M $13.8M ▲ +58.1%
Year Plans Participants Total Assets
2022 1 18 $9M
2023 1 18 $11M
2024 1 19 $14M

Utility System Efficiencies, Inc filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN680462420
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Utility System Efficiencies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Utility System Efficiencies 401(k) Profit Sharing Plan, Total assets ($B): 0.013795123 · Participants: 19Utility System Efficiencies 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Utility System Efficiencies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Utility System Efficiencies 401(k) Profit Sharing Plan side-by-side with 3 peers →

Utility System Efficiencies 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is First Mode 401(k) Plan in WA ($14M); by covered participants it is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Utility System Efficiencies 401(k) Profit Sharing Plan assets move in 2024? ▼
Utility System Efficiencies 401(k) Profit Sharing Plan surged - up 30.5% during 2024, from $11M to $14M. Reported net income was $3M.
How have Utility System Efficiencies, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utility System Efficiencies, Inc's sponsor-wide assets grew 57.9%, from $9M to $14M.
Which 401(k) plans are similar in size to Utility System Efficiencies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Mode 401(k) Plan in WA ($14M, 227 participants).
Which 401(k) plans cover a similar participant headcount to Utility System Efficiencies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants, $412K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680462420.

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.