401(k) · DOL Form 5500 · 2024

Energy Exemplar LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
119
Participants Small participant base
61st
Percentile by assets National rank
$108,910
Avg per participant Below avg balance/head
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Official DOL plan name: Energy Exemplar LLC 401(k) Plan & Trust · Sponsored by Energy Exemplar LLC · Utah · Information & Media

$13M in assets, 119 participants

Energy Exemplar LLC's Energy Exemplar LLC 401(k) Plan & Trust reported $13M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #1,386 in Information & Media (2,822 peers)

Coverage in Utah

Energy Exemplar LLC 401(k) Plan & Trust covers 119 participants in Utah, about 20% of the average Utah filer (state average ~592 per filing). Assets: $13M.

#1,386
in Information & Media (2,822 peers)
+35.1%
assets growth YoY

Energy Exemplar LLC 401(k) Plan & Trust's mid-pack asset rank among Information & Media and all filers

Energy Exemplar LLC 401(k) Plan & Trust vs every filed plan by assets

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

$12,960,264 Top 39% higher than 61% 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 Exemplar LLC 401(k) 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 Exemplar LLC 401(k) Plan & Trust sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Energy Exemplar LLC 401(k) Plan & Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Energy Exemplar LLC 401(k) Plan & Trust end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Energy Exemplar LLC 401(k) Plan & Trust reported participants rose from 117 in the plan year 2023 filing to 119 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 202473325 · Energy Exemplar LLC PY 2024 · 401(k)

Energy Exemplar LLC 401(k) Plan & Trust · $13M · 119 · 61st

  • VS-ST $13M
  • VS-ST 119
  • VS-ST 61st
  • VS-ST 401(k)
  • VS-ST near Usdm Life Sciences 401(k) Savings Plan
  • VS-ST ind #1386

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 Utah →

Energy Exemplar LLC 401(k) Plan & Trust in the asset neighbourhood

Energy Exemplar LLC 401(k) Plan & TrustEnergy Exemplar LLC 401(k) P…$13MUsdm Life Sciences 401(k) Savings PlanUsdm Life Sciences 401(k) Sa…$13MMore Physical Therapy, Inc. Savings & Profit Sharing Plan & TrustMore Physical Therapy, Inc. …$13MSun East Federal Credit Union 401(k) Plan and TrustSun East Federal Credit Unio…$13MRainwater Holt & Sexton PA 401(k) PspRainwater Holt & Sexton PA 4…$13M
End-of-year total assets ($M) among Energy Exemplar LLC 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN202473325
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Energy Exemplar LLC)

Sponsor-wide plan assets over time

All Energy Exemplar LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 73.66394379834705% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.46M $13M ▲ +73.7%
Year Plans Participants Total Assets
2022 1 97 $7M
2023 1 117 $10M
2024 1 119 $13M

Nearby 401(k) Plans in Utah

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

Energy Exemplar LLC 401(k) Plan & Trust vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Energy Exemplar LLC 401(k) Plan & Trust, Total assets ($B): 0.012960264 · Participants: 119Energy Exemplar LLC 401(k) Plan & TrustIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Energy Exemplar LLC 401(k) Plan & Trust vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Energy Exemplar LLC 401(k) Plan & Trust side-by-side with 3 peers →

Energy Exemplar LLC 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Usdm Life Sciences 401(k) Savings Plan in CA ($13M); by covered participants it is Culy Contracting LLC Retirement Savings Plan in IN (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Exemplar LLC 401(k) Plan & Trust assets move in 2024? ▼
Energy Exemplar LLC 401(k) Plan & Trust surged - up 35.1% during 2024, from $10M to $13M. Reported net income was $3M.
How have Energy Exemplar LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Energy Exemplar LLC's sponsor-wide assets grew 73.7%, from $7M to $13M.
Which 401(k) plans are similar in size to Energy Exemplar LLC 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Usdm Life Sciences 401(k) Savings Plan in CA ($13M, 190 participants).
Which 401(k) plans cover a similar participant headcount to Energy Exemplar LLC 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Culy Contracting LLC Retirement Savings Plan in IN (119 participants, N/A 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 202473325.

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.