401(k) · DOL Form 5500 · 2024
Northbrook Energy, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 27
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $113,522
- Avg per participant Below avg balance/head
Official DOL plan name: Northbrook Energy, LLC 401(k) Savings & Retirement Plan · Sponsored by Northbrook Energy, LLC · Arizona · Utilities
$3M in assets, 27 participants
Northbrook Energy, LLC's Northbrook Energy, LLC 401(k) Savings & Retirement Plan reported $3M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #86 in Utilities (732 peers)
Utilities sector rank
Within Utilities, Northbrook Energy, LLC 401(k) Savings & Retirement Plan ranks #86 of 732 2024 filers by assets (17517% of the sector average)-$3M for 27 participants.
- #86
- in Utilities (732 peers)
- +12.1%
- assets growth YoY
Northbrook Energy, LLC 401(k) Savings & Retirement Plan's mid-pack asset rank among Utilities and all filers
Northbrook Energy, LLC 401(k) Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,065,086 34th percentile higher than 34% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Northbrook Energy, LLC 401(k) Savings & Retirement 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. Northbrook Energy, LLC 401(k) Savings & Retirement Plan is a small filing (27 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Northbrook Energy, LLC 401(k) Savings & Retirement Plan reported net income fell from $437K in the plan year 2023 filing to $332K in the plan year 2024 filing.
- Northbrook Energy, LLC 401(k) Savings & Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 367091797 · Northbrook Energy, LLC PY 2024 · 401(k)
Northbrook Energy, LLC 401(k) Savings & Retirement Plan · $3M · 27 · 34th
- EBSA $3M
- EBSA 27
- EBSA 34th
- EBSA 401(k)
- EBSA near Gerken Rent-All 401(k) Plan
- EBSA ind #86
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 Utilities retirement plans → · Plans in Arizona →
Northbrook Energy, LLC 401(k) Savings & Retirement Plan in the asset neighbourhood
Utilities filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $332K |
| Employer EIN | 367091797 |
| Plan Effective Date | 1999-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northbrook Energy, LLC)
Sponsor-wide plan assets over time
All Northbrook Energy, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 33.47834815489325% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $2M |
| 2023 | 1 | 27 | $3M |
| 2024 | 1 | 27 | $3M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Northbrook Energy, LLC 401(k) Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Gerken Rent-All 401(k) Plan in KS ($3M); by covered participants it is Allen Searcy Builder-Contractor, Inc. 401(k) Retirement Plan in TN (27 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Gerken Rent-All 401(k) Plan (KS) $3M · 430
- Intermountain Food Stores, Inc. 401(k) P/S Plan (ID) $3M · 359
- Outsell, Inc. 401(k) Plan (CA) $3M · 13
- Joya Communications Inc. 401(k) Plan (CA) $3M · 36
Similar participant headcount
Nearest other-state filings by covered participants (27 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.