401(k) · DOL Form 5500 · 2024
X Energy, LLC 401(k) Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 406
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $90,284
- Avg per participant Below avg balance/head
Official DOL plan name: X Energy, LLC Retirement Trust · Sponsored by X Energy, LLC · Maryland · Professional & Technical Services
$37M in assets, 406 participants
X Energy, LLC's X Energy, LLC Retirement Trust reported $37M in total assets and 406 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #16,265 in Professional & Technical Services (20,173 peers)
Coverage in Maryland
X Energy, LLC Retirement Trust covers 406 participants in Maryland, about 44% of the average Maryland filer (state average ~929 per filing). Assets: $37M.
- #16,265
- in Professional & Technical Services (20,173 peers)
- +38.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
X Energy, LLC Retirement Trust's outsized position by total assets
X Energy, LLC Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,655,147 Top 20% higher than 80% 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
X Energy, LLC Retirement 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. X Energy, LLC Retirement Trust sits mid-pack in the medium band (406 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- X Energy, LLC Retirement Trust end-of-year assets rose from $26M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- X Energy, LLC Retirement Trust reported net income fell from $13M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- X Energy, LLC Retirement Trust reported participants rose from 387 in the plan year 2023 filing to 406 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 274661265 · X Energy, LLC PY 2024 · 401(k)
X Energy, LLC Retirement Trust · $37M · 406 · 80th
- 5500 $37M
- ASSETS 406
- PCT 80th
- EIN 401(k)
- RANK near First State Financial Corporation Employees Savings & Retirement Plan
- PHOTO ind #16265
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 Maryland →
X Energy, LLC Retirement Trust in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $10M |
| Employer EIN | 274661265 |
| Plan Effective Date | 2013-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (X Energy, LLC)
Sponsor-wide plan assets over time
All X Energy, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 170.30712975980703% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 246 | $14M |
| 2023 | 1 | 387 | $26M |
| 2024 | 1 | 406 | $37M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
X Energy, LLC Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is First State Financial Corporation Employees Savings & Retirement Plan in MI ($37M); by covered participants it is Corsa Coal Napp Division 401(k) Retirement Savings Plan in PA (406 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
Similar participant headcount
Nearest other-state filings by covered participants (406 participants); asset peers above are excluded.
- Corsa Coal Napp Division 401(k) Retirement Savings Plan (PA) 406 · 0 off
- Tommy's 401(k) Retirement Plan (MI) 406 · 0 off
- Eglin Federal Credit Union 401(k) Retirement Plan (FL) 406 · 0 off
- L. G. Everist, Inc. 401(k) Plan (SD) 406 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.