401(k) · DOL Form 5500 · 2024

Extra Energy, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
346
Participants Below avg headcount
61st
Percentile by assets National rank
$36,381
Avg per participant Low balance/head
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Official DOL plan name: Choice Investments Savings Plan · Sponsored by Extra Energy, Inc. · West Virginia · Mining & Oil Extraction

$13M in assets, 346 participants

Extra Energy, Inc.'s Choice Investments Savings Plan reported $13M in total assets and 346 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.

  • #321 in Mining & Oil Extraction (785 peers)

Mining & Oil Extraction sector rank

Within Mining & Oil Extraction, Choice Investments Savings Plan ranks #321 of 785 2024 filers by assets (977% of the sector average)-$13M for 346 participants.

#321
in Mining & Oil Extraction (785 peers)
+11.8%
assets growth YoY

Choice Investments Savings Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

Choice Investments Savings Plan vs every filed plan by assets

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

$12,587,698 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

Choice Investments Savings Plan 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. Choice Investments Savings Plan sits mid-pack in the medium band (346 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Choice Investments Savings Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Choice Investments Savings Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Choice Investments Savings Plan reported participants rose from 342 in the plan year 2023 filing to 346 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 550688280 · Extra Energy, Inc. PY 2024 · 401(k)

Choice Investments Savings Plan · $13M · 346 · 61st

  • EIN $13M
  • RANK 346
  • PHOTO 61st
  • IND 401(k)
  • EOY near United Brass Works, Inc. Employee Savings Retirement Plan
  • 5500 ind #321

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 Mining & Oil Extraction retirement plans → · Plans in West Virginia →

Choice Investments Savings Plan in the asset neighbourhood

Choice Investments Savings PlanChoice Investments Savings P…$13MUnited Brass Works, Inc. Employee Savings Retirement PlanUnited Brass Works, Inc. Emp…$13MRisk Theory Management, LLC 401(k) PlanRisk Theory Management, LLC …$13MVenterra Realty Inc. 401(k) PlanVenterra Realty Inc. 401(k) …$13MWsol, LLC 401(k) Profit Sharing PlanWsol, LLC 401(k) Profit Shar…$13M
End-of-year total assets ($M) among Choice Investments Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mining & Oil Extraction filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN550688280
Plan Effective Date2005-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Extra Energy, Inc.)

Sponsor-wide plan assets over time

All Extra Energy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 47.537524094328525% vs 2022
2024 filing year
$5M$10M$15M$20M$25M$30M 202220232024 $24M $12.6M ▼ -47.5%
Year Plans Participants Total Assets
2022 2 673 $24M
2023 1 342 $11M
2024 1 346 $13M

Nearby 401(k) Plans in West Virginia

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

Choice Investments Savings Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Choice Investments Savings Plan, Total assets ($B): 0.012587698 · Participants: 346Choice Investments Savings PlanOrrick, Herrington & Sutcliffe LLP Retirement Plan, Total assets ($B): 1.177090773 · Participants: 1845Orrick, Herrington & Sutcliffe LLP Retirement PlanVandalia Health System 401(k) Retirement Savings P, Total assets ($B): 0.852839622 · Participants: 0Vandalia Health System 401(k) Retirement Savings PAmerican Public Education Retirement Plan, Total assets ($B): 0.303164024 · Participants: 5717American Public Education Retirement PlanWest Virginia University Health System 401(k) Plan, Total assets ($B): 0.255427542 · Participants: 4549West Virginia University Health System 401(k) PlanUnited Bankshares, Inc. Savings and Stock Investment Plan, Total assets ($B): 0.2487143 · Participants: 2561United Bankshares, Inc. Savings and Stock Investment Plan
Choice Investments Savings Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants

Choice Investments Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside West Virginia, the nearest 401(k) by assets is United Brass Works, Inc. Employee Savings Retirement Plan in NC ($13M); by covered participants it is Dodge & Cox Profit Sharing Plan in CA (346 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (346 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 Choice Investments Savings Plan assets move in 2024?
Choice Investments Savings Plan grew at a solid clip - up 11.8% during 2024, from $11M to $13M. Reported net income was $1M.
How have Extra Energy, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Extra Energy, Inc.'s sponsor-wide assets declined 47.5%, from $24M to $13M.
Which 401(k) plans are similar in size to Choice Investments Savings Plan?
Among 401(k) plans in other states, the closest by assets is United Brass Works, Inc. Employee Savings Retirement Plan in NC ($13M, 197 participants).
Which 401(k) plans cover a similar participant headcount to Choice Investments Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Dodge & Cox Profit Sharing Plan in CA (346 participants, $356M in assets).