401(k) · DOL Form 5500 · 2024

Energy North, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
901
Participants Near avg headcount
69th
Percentile by assets National rank
$21,151
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Energy North Retirement Plan · Sponsored by Energy North, Inc. · Massachusetts · Retail Trade

$19M in assets, 901 participants

Energy North, Inc.'s Energy North Retirement Plan reported $19M in total assets and 901 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,447 in Retail Trade (8,048 peers)

Energy North, Inc. multi-year trail

Energy North, Inc.'s plans moved +39.3% in assets from 2022 to 2024; this filing shows Energy North Retirement Plan at $19M / 901 participants.

#6,447
in Retail Trade (8,048 peers)
+8.1%
assets growth YoY

Energy North Retirement Plan's outsized position by total assets

Energy North Retirement Plan vs every filed plan by assets

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

$19,057,017 Top 31% higher than 69% 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

Energy North Retirement 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. Energy North Retirement Plan sits mid-pack in the medium band (901 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Energy North Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Energy North Retirement Plan reported participants rose from 784 in the plan year 2023 filing to 901 in the plan year 2024 filing.
  • Energy North Retirement Plan end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042748522 · Energy North, Inc. PY 2024 · 401(k)

Energy North Retirement Plan · $19M · 901 · 69th

  • VS-ST $19M
  • BOY 901
  • SCH 69th
  • EBSA 401(k)
  • PART near Mj 401(k) Pep
  • TYPE ind #6447

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 Retail Trade retirement plans → · Plans in Massachusetts →

Energy North Retirement Plan in the asset neighbourhood

Energy North Retirement Plan$19MMj 401(k) Pep$19MBps 401(k) Plan$19MAmerica's Healthcare Employee Retirement PepAmerica's Healthcare Employe…$19MNortheast Community Bank Employees' Savings & Profit Sharing Plan and TrustNortheast Community Bank Emp…$19M
End-of-year total assets ($M) among Energy North Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Energy North, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Energy North, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 39.341207758235434% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.7M $19.1M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 745 $14M
2023 1 784 $18M
2024 1 901 $19M

Energy North, Inc. filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$1M
Employer EIN042748522
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Energy North Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Energy North Retirement Plan, Total assets ($B): 0.019057017 · Participants: 901Energy North Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Energy North Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Energy North Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Mj 401(k) Pep in OR ($19M); by covered participants it is Retirement Plan for Oceanfirst Bank in NJ (901 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (901 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 Energy North Retirement Plan assets move in 2024?
Energy North Retirement Plan grew at a solid clip - up 8.1% during 2024, from $18M to $19M. Reported net income was $1M.
How have Energy North, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Energy North, Inc.'s sponsor-wide assets grew 39.3%, from $14M to $19M.
Which 401(k) plans are similar in size to Energy North Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Mj 401(k) Pep in OR ($19M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Energy North Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Retirement Plan for Oceanfirst Bank in NJ (901 participants, $110M in assets).