401(k) · DOL Form 5500 · 2024

Energy Insurance Mutual Limited 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
29
Participants Small participant base
68th
Percentile by assets National rank
$618,187
Avg per participant High balance/head
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Official DOL plan name: Energy Insurance Mutual Limited 401(k) Profit Sharing Plan · Sponsored by Energy Insurance Mutual Limited · Florida · Finance & Insurance

$18M in assets, 29 participants

Energy Insurance Mutual Limited's Energy Insurance Mutual Limited 401(k) Profit Sharing Plan reported $18M in total assets and 29 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,491 in Finance & Insurance (8,549 peers)

Energy Insurance Mutual Limited multi-year trail

Energy Insurance Mutual Limited's plans moved +27.1% in assets from 2022 to 2024; this filing shows Energy Insurance Mutual Limited 401(k) Profit Sharing Plan at $18M / 29 participants.

#4,491
in Finance & Insurance (8,549 peers)
+3.7%
assets growth YoY

Energy Insurance Mutual Limited 401(k) Profit Sharing Plan's outsized position by total assets

Energy Insurance Mutual Limited 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,927,410 Top 32% higher than 68% 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 Insurance Mutual Limited 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. Energy Insurance Mutual Limited 401(k) Profit Sharing Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Energy Insurance Mutual Limited 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $635K in the plan year 2024 filing.
  • Energy Insurance Mutual Limited 401(k) Profit Sharing Plan reported participants fell from 31 in the plan year 2023 filing to 29 in the plan year 2024 filing.
  • Energy Insurance Mutual Limited 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 980078873 · Energy Insurance Mutual Limited PY 2024 · 401(k)

Energy Insurance Mutual Limited 401(k) Profit Sharing Plan · $18M · 29 · 68th

  • EBSA $18M
  • PART 29
  • TYPE 68th
  • NET 401(k)
  • BOOK near Point Breeze Credit Union Retirement Savings Plan
  • VS-ST ind #4491

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 Finance & Insurance retirement plans → · Plans in Florida →

Energy Insurance Mutual Limited 401(k) Profit Sharing Plan in the asset neighbourhood

Energy Insurance Mutual Limited 401(k) Profit Sharing PlanEnergy Insurance Mutual Limi…$18MPoint Breeze Credit Union Retirement Savings PlanPoint Breeze Credit Union Re…$18MAmg 401(k) Retirement Plan$18MJohn Burns Research and Consulting LLC 401(k) PlanJohn Burns Research and Cons…$18MPuget Consumers' Co-Op Union Employees' 401(k) Retirement Plan & TrustPuget Consumers' Co-Op Union…$18M
End-of-year total assets ($M) among Energy Insurance Mutual Limited 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Energy Insurance Mutual Limited multi-year asset trail

Sponsor-wide plan assets over time

All Energy Insurance Mutual Limited plans reported in each filing year

Latest sponsor-wide plan assets
$18M 27.128964339251205% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.1M $17.9M ▲ +27.2%
Year Plans Participants Total Assets
2022 1 29 $14M
2023 1 31 $17M
2024 1 29 $18M

Energy Insurance Mutual Limited filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$635K
Employer EIN980078873
Plan Effective Date1998-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Energy Insurance Mutual Limited 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Energy Insurance Mutual Limited 401(k) Profit Sharing Plan, Total assets ($B): 0.01792741 · Participants: 29Energy Insurance Mutual Limited 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Energy Insurance Mutual Limited 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Energy Insurance Mutual Limited 401(k) Profit Sharing Plan side-by-side with 3 peers →

Energy Insurance Mutual Limited 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Point Breeze Credit Union Retirement Savings Plan in MD ($18M); by covered participants it is Therapy Systems Dme Inc. 401(k) Plan in MD (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Insurance Mutual Limited 401(k) Profit Sharing Plan assets move in 2024? ▼
Energy Insurance Mutual Limited 401(k) Profit Sharing Plan edged up modestly - up 3.7% during 2024, from $17M to $18M. Reported net income was $635K.
How have Energy Insurance Mutual Limited plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Energy Insurance Mutual Limited's sponsor-wide assets grew 27.1%, from $14M to $18M.
Which 401(k) plans are similar in size to Energy Insurance Mutual Limited 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Point Breeze Credit Union Retirement Savings Plan in MD ($18M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Energy Insurance Mutual Limited 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Therapy Systems Dme Inc. 401(k) Plan in MD (29 participants, $864K 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 980078873.

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.