401(k) · DOL Form 5500 · 2024

Energy Engineering Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
113
Participants Small participant base
64th
Percentile by assets National rank
$128,411
Avg per participant Near avg balance/head
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Official DOL plan name: Energy Engineering Associates, Inc 401(k) Profit Sharing Plan · Sponsored by Energy Engineering Associates, Inc. · Texas · Professional & Technical Services

$15M in assets, 113 participants

Energy Engineering Associates, Inc.'s Energy Engineering Associates, Inc 401(k) Profit Sharing Plan reported $15M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,663 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Energy Engineering Associates, Inc 401(k) Profit Sharing Plan covers 113 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $15M.

#12,663
in Professional & Technical Services (20,173 peers)
+16.7%
assets growth YoY

Energy Engineering Associates, Inc 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Energy Engineering Associates, Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,510,394 Top 36% higher than 64% 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 Engineering Associates, Inc 401(k) Profit Sharing 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 Engineering Associates, Inc 401(k) Profit Sharing Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Energy Engineering Associates, Inc 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Energy Engineering Associates, Inc 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Energy Engineering Associates, Inc 401(k) Profit Sharing Plan reported participants fell from 126 in the plan year 2023 filing to 113 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 741904410 · Energy Engineering Associates, Inc. PY 2024 · 401(k)

Energy Engineering Associates, Inc 401(k) Profit Sharing Plan · $15M · 113 · 64th

  • BOOK $15M
  • VS-ST 113
  • BOY 64th
  • SCH 401(k)
  • EBSA near Morguard Management Company Inc. 401(k) Plan
  • PART ind #12663

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 Professional & Technical Services retirement plans → · Plans in Texas →

Energy Engineering Associates, Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Energy Engineering Associates, Inc 401(k) Profit Sharing PlanEnergy Engineering Associate…$15MMorguard Management Company Inc. 401(k) PlanMorguard Management Company …$15MRiverwood Bank Retirement PlanRiverwood Bank Retirement Pl…$15MPhoenix Healthcare Management Services, Inc. 401(k) PlanPhoenix Healthcare Managemen…$15MCreative Werks LLC Retirement PlanCreative Werks LLC Retiremen…$15M
End-of-year total assets ($M) among Energy Engineering Associates, Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN741904410
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Energy Engineering Associates, Inc.)

Sponsor-wide plan assets over time

All Energy Engineering Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 28.57156622586486% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.8M $37M ▲ +28.6%
Year Plans Participants Total Assets
2022 2 267 $29M
2023 2 253 $33M
2024 2 237 $37M

Nearby 401(k) Plans in Texas

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

Energy Engineering Associates, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Energy Engineering Associates, Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.014510394 · Participants: 113Energy Engineering Associates, Inc 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Energy Engineering Associates, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Energy Engineering Associates, Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Morguard Management Company Inc. 401(k) Plan in FL ($15M); by covered participants it is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Engineering Associates, Inc 401(k) Profit Sharing Plan assets move in 2024?
Energy Engineering Associates, Inc 401(k) Profit Sharing Plan grew sharply - up 16.7% during 2024, from $12M to $15M. Reported net income was $2M.
How have Energy Engineering Associates, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Energy Engineering Associates, Inc.'s sponsor-wide assets grew 28.6%, from $29M to $37M.
Which 401(k) plans are similar in size to Energy Engineering Associates, Inc 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Morguard Management Company Inc. 401(k) Plan in FL ($15M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Energy Engineering Associates, Inc 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants, $918K in assets).