401(k) · DOL Form 5500 · 2024

Energy Experts International 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
126
Participants Small participant base
57th
Percentile by assets National rank
$83,102
Avg per participant Below avg balance/head
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Official DOL plan name: Energy Experts International 401(k) Profit Sharing Plan & Trust · Sponsored by Energy Experts International · California · Utilities

$10M in assets, 126 participants

Energy Experts International's Energy Experts International 401(k) Profit Sharing Plan & Trust reported $10M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #194 in Utilities (732 peers)

Coverage in California

Energy Experts International 401(k) Profit Sharing Plan & Trust covers 126 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $10M.

#194
in Utilities (732 peers)
+1.6%
assets growth YoY

Energy Experts International 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Utilities and all filers

Energy Experts International 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$10,470,863 Top 43% higher than 57% 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 Experts International 401(k) Profit Sharing Plan & Trust 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 Experts International 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Energy Experts International 401(k) Profit Sharing Plan & Trust reported net income fell from $2M in the plan year 2023 filing to $162K in the plan year 2024 filing.
  • Energy Experts International 401(k) Profit Sharing Plan & Trust reported participants fell from 161 in the plan year 2023 filing to 126 in the plan year 2024 filing.
  • Energy Experts International 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 943335277 · Energy Experts International PY 2024 · 401(k)

Energy Experts International 401(k) Profit Sharing Plan & Trust · $10M · 126 · 57th

  • EBSA $10M
  • PART 126
  • TYPE 57th
  • NET 401(k)
  • BOOK near Alliance Advisors, LLC 401(k) Plan
  • VS-ST ind #194

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 California →

Energy Experts International 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Energy Experts International 401(k) Profit Sharing Plan & TrustEnergy Experts International…$10MAlliance Advisors, LLC 401(k) PlanAlliance Advisors, LLC 401(k…$10MMld Mortgage Inc. 401(k) Plan$10MGrace Management 401(k) Plan$10MStewart Welding & Fabricating 401(k) Profit Sharing Plan and TrustStewart Welding & Fabricatin…$10M
End-of-year total assets ($M) among Energy Experts International 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$162K
Employer EIN943335277
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Energy Experts International)

Sponsor-wide plan assets over time

All Energy Experts International plans reported in each filing year

Latest sponsor-wide plan assets
$10M 24.14124045883658% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.43M $10.5M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 197 $8M
2023 1 161 $10M
2024 1 126 $10M

Nearby 401(k) Plans in California

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

Energy Experts International 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Energy Experts International 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.010470863 · Participants: 126Energy Experts International 401(k) Profit Sharing Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Energy Experts International 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Energy Experts International 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Energy Experts International 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Alliance Advisors, LLC 401(k) Plan in NJ ($10M); by covered participants it is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Experts International 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Energy Experts International 401(k) Profit Sharing Plan & Trust edged up modestly - up 1.6% during 2024, from $10M to $10M. Reported net income was $162K.
How have Energy Experts International plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Energy Experts International's sponsor-wide assets grew 24.1%, from $8M to $10M.
Which 401(k) plans are similar in size to Energy Experts International 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Alliance Advisors, LLC 401(k) Plan in NJ ($10M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Energy Experts International 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants, $105M 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 943335277.

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.