401(k) · DOL Form 5500 · 2024

Stored Energy Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
92
Participants Small participant base
42nd
Percentile by assets National rank
$54,057
Avg per participant Low balance/head
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Official DOL plan name: Stored Energy Holdings 401(k) Plan · Sponsored by Stored Energy Holdings, Inc. · Massachusetts · Retail Trade

$5M in assets, 92 participants

Stored Energy Holdings, Inc.'s Stored Energy Holdings 401(k) Plan reported $5M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,234 in Retail Trade (8,048 peers)

2024 asset change

Stored Energy Holdings 401(k) Plan grew at a solid clip 8.8% in 2024 ($5M → $5M) for 92 participants.

#4,234
in Retail Trade (8,048 peers)
+8.8%
assets growth YoY

Stored Energy Holdings 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Stored Energy Holdings 401(k) Plan vs every filed plan by assets

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

$4,973,269 42nd percentile higher than 42% 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

Stored Energy Holdings 401(k) 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. Stored Energy Holdings 401(k) Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stored Energy Holdings 401(k) Plan reported net income rose from $31K in the plan year 2023 filing to $404K in the plan year 2024 filing.
  • Stored Energy Holdings 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Stored Energy Holdings 401(k) Plan reported participants fell from 100 in the plan year 2023 filing to 92 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 472506272 · Stored Energy Holdings, Inc. PY 2024 · 401(k)

Stored Energy Holdings 401(k) Plan · $5M · 92 · 42nd

  • PART $5M
  • TYPE 92
  • NET 42nd
  • BOOK 401(k)
  • VS-ST near Carrier Group Benefits, LLC 401(k) Plan
  • BOY ind #4234

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 →

Stored Energy Holdings 401(k) Plan in the asset neighbourhood

Stored Energy Holdings 401(k) PlanStored Energy Holdings 401(k…$5MCarrier Group Benefits, LLC 401(k) PlanCarrier Group Benefits, LLC …$5MA & B Distributors Retirement PlanA & B Distributors Retiremen…$5MCpc Retirement Plan$5MRodeo Dental and Orthodontics 401(k) PlanRodeo Dental and Orthodontic…$5M
End-of-year total assets ($M) among Stored Energy Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Stored Energy Holdings, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Stored Energy Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 9.596599229361397% vs 2022
2024 filing year
$4.4M$4.6M$4.8M$5M$5.2M 202220232024 $4.54M $4.97M ▲ +9.5%
Year Plans Participants Total Assets
2022 1 99 $5M
2023 1 100 $5M
2024 1 92 $5M

2024 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$404K
Employer EIN472506272
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Stored Energy Holdings 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Stored Energy Holdings 401(k) Plan, Total assets ($B): 0.004973269 · Participants: 92Stored Energy Holdings 401(k) 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
Stored Energy Holdings 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Stored Energy Holdings 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Carrier Group Benefits, LLC 401(k) Plan in ME ($5M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Stored Energy Holdings 401(k) Plan assets move in 2024? ▼
Stored Energy Holdings 401(k) Plan grew at a solid clip - up 8.8% during 2024, from $5M to $5M. Reported net income was $404K.
How have Stored Energy Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stored Energy Holdings, Inc.'s sponsor-wide assets grew 9.6%, from $5M to $5M.
Which 401(k) plans are similar in size to Stored Energy Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carrier Group Benefits, LLC 401(k) Plan in ME ($5M, 220 participants).
Which 401(k) plans cover a similar participant headcount to Stored Energy Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants, $487K 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 472506272.

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.