401(k) · DOL Form 5500 · 2023
Energy Services Group, LLC. 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 133
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $131,894
- Avg per participant Near avg balance/head
Official DOL plan name: Energy Services Group, LLC 401(k) Plan · Sponsored by Energy Services Group, LLC. · Massachusetts · Information & Media
$18M in assets, 133 participants
Energy Services Group, LLC.'s Energy Services Group, LLC 401(k) Plan reported $18M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #1,687 in Information & Media (2,818 peers)
Coverage in Massachusetts
Energy Services Group, LLC 401(k) Plan covers 133 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $18M.
- #1,687
- in Information & Media (2,818 peers)
- +11.4%
- assets growth YoY
Energy Services Group, LLC 401(k) Plan's outsized position by total assets
Energy Services Group, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,541,927 Top 30% higher than 70% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Energy Services Group, 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. Energy Services Group, LLC 401(k) Plan sits mid-pack in the medium band (133 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Energy Services Group, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Energy Services Group, LLC 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Energy Services Group, LLC 401(k) Plan reported participants fell from 150 in the plan year 2022 filing to 133 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 522262406 · Energy Services Group, LLC. PY 2023 · 401(k)
Energy Services Group, LLC 401(k) Plan · $18M · 133 · 70th
- BOOK $18M
- BOOK 133
- BOOK 70th
- BOOK 401(k)
- BOOK near Authentix, Inc. 401(k) Plan
- BOOK ind #1687
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 Information & Media retirement plans → · Plans in Massachusetts →
Energy Services Group, LLC 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $2M |
| Employer EIN | 522262406 |
| Plan Effective Date | 2002-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Energy Services Group, LLC.)
Sponsor-wide plan assets over time
All Energy Services Group, LLC. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 45.10784372488802% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 150 | $16M |
| 2023 | 1 | 133 | $18M |
| 2024 | 1 | 130 | $23M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Energy Services Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Authentix, Inc. 401(k) Plan in TX ($18M); by covered participants it is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (133 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.