401(k) · DOL Form 5500 · 2024

Beowulf Energy LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
26
Participants Small participant base
35th
Percentile by assets National rank
$127,411
Avg per participant Near avg balance/head
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Official DOL plan name: Beowulf Energy LLC 401(k) Plan · Sponsored by Beowulf Energy LLC · New York · Utilities

$3M in assets, 26 participants

Beowulf Energy LLC's Beowulf Energy LLC 401(k) Plan reported $3M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #90 in Utilities (732 peers)

Utilities sector rank

Within Utilities, Beowulf Energy LLC 401(k) Plan ranks #90 of 732 2024 filers by assets (16208% of the sector average)-$3M for 26 participants.

#90
in Utilities (732 peers)
-15.7%
assets change YoY

The plan reported a net loss of $617K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beowulf Energy LLC 401(k) Plan's mid-pack asset rank among Utilities and all filers

Beowulf Energy LLC 401(k) Plan vs every filed plan by assets

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

$3,312,696 35th percentile higher than 35% 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

Beowulf Energy LLC 401(k) 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. Beowulf Energy LLC 401(k) Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Beowulf Energy LLC 401(k) Plan reported net income fell from -$53K in the plan year 2023 filing to -$617K in the plan year 2024 filing.
  • Beowulf Energy LLC 401(k) Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Beowulf Energy LLC 401(k) Plan reported participants fell from 27 in the plan year 2023 filing to 26 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 300426092 · Beowulf Energy LLC PY 2024 · 401(k)

Beowulf Energy LLC 401(k) Plan · $3M · 26 · 35th

  • PCT $3M
  • EIN 26
  • RANK 35th
  • PHOTO 401(k)
  • IND near Ideal Electric 401(k) Plan
  • EOY ind #90

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 New York →

Beowulf Energy LLC 401(k) Plan in the asset neighbourhood

Beowulf Energy LLC 401(k) PlanBeowulf Energy LLC 401(k) Pl…$3MIdeal Electric 401(k) Plan$3MImpact Rto Holdings LLC 401(k) Profit Sharing Plan & TrustImpact Rto Holdings LLC 401(…$3MSouth Texas Community Living Corporation 401(k) PlanSouth Texas Community Living…$3MCable Dahmer Chevrolet Union Represented Employees 401(k) PlanCable Dahmer Chevrolet Union…$3M
End-of-year total assets ($M) among Beowulf Energy LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utilities filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$617K
Employer EIN300426092
Plan Effective Date2008-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beowulf Energy LLC)

Sponsor-wide plan assets over time

All Beowulf Energy LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.80700442321973% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.98M $3.31M ▼ -16.8%
Year Plans Participants Total Assets
2022 1 28 $4M
2023 1 27 $4M
2024 1 26 $3M

Nearby 401(k) Plans in New York

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

Beowulf Energy LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Beowulf Energy LLC 401(k) Plan, Total assets ($B): 0.003312696 · Participants: 26Beowulf Energy LLC 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Beowulf Energy LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Beowulf Energy LLC 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Ideal Electric 401(k) Plan in MA ($3M); by covered participants it is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Beowulf Energy LLC 401(k) Plan assets move in 2024? ▼
Beowulf Energy LLC 401(k) Plan declined sharply - down 15.7% during 2024, from $4M to $3M. Reported net income was -$617K.
How have Beowulf Energy LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beowulf Energy LLC's sponsor-wide assets declined 16.8%, from $4M to $3M.
Which 401(k) plans are similar in size to Beowulf Energy LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ideal Electric 401(k) Plan in MA ($3M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Beowulf Energy LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants, $2M 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 300426092.

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.