401(k) · DOL Form 5500 · 2024

Energy Transfer LP 401(k) Plan

Data updated 2026-08-06

$2.8B
Total assets: 12,012
Participants: 99th
Percentile by assets: $232,353
Avg per participant

Official DOL plan name: Energy Transfer LP 401(k) Plan · Sponsored by Energy Transfer LP · Texas · Mining & Oil Extraction

$2.8B in assets, 12,012 participants

Energy Transfer LP's Energy Transfer LP 401(k) Plan reported $2.8B in total assets and 12,012 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

99th percentile by assets (of 116,472 plans)

Coverage in Texas

Energy Transfer LP 401(k) Plan covers 12,012 participants in Texas, 17x the typical Texas plan (state average ~704 per filing). Assets: $2.8B.

$2.8B
total plan assets (2024 EOY): 12,012
covered participants: 99th
percentile by assets (of 116,472 plans): $232,353
avg assets per participant

Energy Transfer LP 401(k) Plan end-of-year assets rose from $2.4B in the plan year 2023 filing to $2.8B in the plan year 2024 filing.
Energy Transfer LP 401(k) Plan reported net income rose from $332M in the plan year 2023 filing to $375M in the plan year 2024 filing.
Energy Transfer LP 401(k) Plan reported participants rose from 10,863 in the plan year 2023 filing to 12,012 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Texas

Industry

Mining & Oil Extraction

Participants vs Texas filers

In Texas, the average filing covers about 704 participants across 9,718 plans. Energy Transfer LP 401(k) Plan reports 12,012 participants - 17x that state average ($2.8B EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)	$2.4B
Net Assets (End of Year)	$2.8B
Net Income	$375M
Employer EIN	300108820
Plan Effective Date	1989-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Energy Transfer LP)

Total plan assets by year, all Energy Transfer LP plans on file

Year	Plans	Participants	Total Assets
2022	1	10,814	$2.1B
2023	1	10,863	$2.4B
2024	1	12,012	$2.8B

Nearby 401(k) Plans in Texas

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

Energy Transfer LP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Energy Transfer LP 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Energy Transfer LP 401(k) Plan by total assets, not by location.

Franklin Templeton 401(k) Retirement Plan (CA) $2.8B · 4,661
Peter Kiewit Sons, Inc. Retirement Savings Plan (NE) $2.8B · 17,030
Turner Retirement Investment Plan (NY) $2.8B · 7,480
General Atomics 401(k) Retirement Savings Plan (CA) $2.8B · 12,242

Frequently Asked Questions

How did Energy Transfer LP 401(k) Plan assets move in 2024? ▼

Energy Transfer LP 401(k) Plan grew sharply - up 15.5% during 2024, from $2.4B to $2.8B. Reported net income was $375M.

How have Energy Transfer LP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Energy Transfer LP's sponsor-wide assets grew 34.0%, from $2.1B to $2.8B.

Where does Energy Transfer LP 401(k) Plan rank by assets among Form 5500 filers? ▼

Energy Transfer LP 401(k) Plan ranks in the 99th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which 401(k) plans are similar in size to Energy Transfer LP 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Franklin Templeton 401(k) Retirement Plan in CA ($2.8B, 4,661 participants).

Next read for Energy Transfer LP 401(k) Plan

Filing takeaways

Ways to act on Energy Transfer LP 401(k) Plan's numbers.

By total assets, Energy Transfer LP 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
Energy Transfer LP's sponsor-wide assets have grown 34.0% since 2022 across 3 plan years on file. More Mining & Oil Extraction plans

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 300108820.

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.