401(k) · DOL Form 5500 · 2024

Pinnergy, Ltd. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 479
Participants Below avg headcount: 54th
Percentile by assets National rank: $19,188
Avg per participant Low balance/head

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Official DOL plan name: Pinnergy, Ltd. 401(k) Plan · Sponsored by Pinnergy, Ltd. · Texas · Construction

$9M in assets, 479 participants

Pinnergy, Ltd.'s Pinnergy, Ltd. 401(k) Plan reported $9M in total assets and 479 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

#4,722 in Construction (9,039 peers)

Pinnergy, Ltd. multi-year trail

Pinnergy, Ltd.'s plans moved +39.2% in assets from 2022 to 2024; this filing shows Pinnergy, Ltd. 401(k) Plan at $9M / 479 participants.

#4,722
in Construction (9,039 peers): +17.1%
assets growth YoY

Pinnergy, Ltd. 401(k) Plan's mid-pack asset rank among Construction and all filers

Pinnergy, Ltd. 401(k) Plan vs every filed plan by assets

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

$9,191,092 Top 46% higher than 54% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Pinnergy, Ltd. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pinnergy, Ltd. 401(k) Plan sits mid-pack in the medium band (479 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Pinnergy, Ltd. 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Pinnergy, Ltd. 401(k) Plan reported participants rose from 439 in the plan year 2023 filing to 479 in the plan year 2024 filing.
Pinnergy, Ltd. 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 752409786 · Pinnergy, Ltd. PY 2024 · 401(k)

Pinnergy, Ltd. 401(k) Plan · $9M · 479 · 54th

BOY $9M
SCH 479
EBSA 54th
PART 401(k)
TYPE near Churchill Opco Holding LLC 401(k) Plan
NET ind #4722

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 Construction retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Pinnergy, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pinnergy, Ltd. multi-year asset trail

Latest sponsor-wide plan assets: $9M 39.15780618877368% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	407	$7M
2023	1	439	$8M
2024	1	479	$9M

Pinnergy, Ltd. filing trail (2024)

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$9M
Net Income	$1M
Employer EIN	752409786
Plan Effective Date	2004-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Pinnergy, Ltd. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Pinnergy, Ltd. 401(k) Plan side-by-side with 3 peers →

Pinnergy, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Churchill Opco Holding LLC 401(k) Plan in NJ ($9M); by covered participants it is Sonnenalp Properties Profit Sharing Plan in CO (479 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Churchill Opco Holding LLC 401(k) Plan (NJ) $9M · 553
Wilshire Escrow Company, a Corporation 401(k) Profit Sharing Plan (CA) $9M · 17
Generations LLC 401(k) Profit Sharing Plan & Trust (OR) $9M · 1,264
Smoc 401(k) Profit Sharing Plan (VA) $9M · 71

Similar participant headcount

Nearest other-state filings by covered participants (479 participants); asset peers above are excluded.

Sonnenalp Properties Profit Sharing Plan (CO) 479 · 0 off
Infrastructure Consulting & Engineering, PLLC 401(k) Plan (SC) 479 · 0 off
Boeing Intelligence & Analytics 401(k) Profit Sharing Plan (MD) 479 · 0 off
D & H Company 401(k) Plan (MS) 479 · 0 off

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 Pinnergy, Ltd. 401(k) Plan assets move in 2024? ▼

Pinnergy, Ltd. 401(k) Plan grew sharply - up 17.1% during 2024, from $8M to $9M. Reported net income was $1M.

How have Pinnergy, Ltd. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Pinnergy, Ltd.'s sponsor-wide assets grew 39.2%, from $7M to $9M.

Which 401(k) plans are similar in size to Pinnergy, Ltd. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Churchill Opco Holding LLC 401(k) Plan in NJ ($9M, 553 participants).

Which 401(k) plans cover a similar participant headcount to Pinnergy, Ltd. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Sonnenalp Properties Profit Sharing Plan in CO (479 participants, N/A 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 752409786.