401(k) · DOL Form 5500 · 2024
Energy Transfer LP 401(k) Plan
Data updated 2026-08-25
- $2.8B
- Total assets Very large vs avg
- 12,012
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $232,353
- Avg per participant Above avg balance/head
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.
- #778 in Mining & Oil Extraction (785 peers)
Coverage in Texas
Energy Transfer LP 401(k) Plan covers 12,012 participants in Texas, 17x the typical Texas plan (state average ~688 per filing). Assets: $2.8B.
- #778
- in Mining & Oil Extraction (785 peers)
- +15.5%
- assets growth YoY
- 28×
- vs typical plan assets (national mean)
Energy Transfer LP 401(k) Plan's outsized position by total assets
Energy Transfer LP 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,791,022,524 Top 1% higher than 99% 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
Energy Transfer LP 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Energy Transfer LP 401(k) Plan is a mega filing (12,012 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Published 5500 schedule card
Filing strip 300108820 · Energy Transfer LP PY 2024 · 401(k)
Energy Transfer LP 401(k) Plan · $2.8B · 12,012 · 99th
- PART $2.8B
- TYPE 12,012
- NET 99th
- BOOK 401(k)
- VS-ST near Franklin Templeton 401(k) Retirement Plan
- BOY ind #778
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 Texas →
Energy Transfer LP 401(k) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Energy Transfer LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.8B 33.96413262411217% vs 2022
- 2024 filing year
| 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.
- 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
Scale composition for Energy Transfer LP 401(k) Plan
Energy Transfer LP 401(k) Plan reports $2.8B in end-of-year assets across 12,012 participants (0.023% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $232,353 per participant (1.7x the national average assets-per-participant) . Net income for plan year 2024 was $375M.
This plan identity (EIN 300108820, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.1B to $2.8B (+34.0%) while covered participants moved from 10,814 to 12,012 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,814 | $2.1B | Open filing |
| 2023 | 10,863 | $2.4B | Open filing |
| 2024 · index core | 12,012 | $2.8B | This page |
Energy Transfer LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Franklin Templeton 401(k) Retirement Plan in CA ($2.8B); by covered participants it is Verizon Savings Security Plan for Mid-Atlantic Associates in NJ (12,020 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.8B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (12,012 participants); asset peers above are excluded.
- Verizon Savings Security Plan for Mid-Atlantic Associates (NJ) 12,020 · 8 off
- My 401(k) Plan (OH) 11,993 · 19 off
- 401(k) Retirement Savings Plan for Integris Health, Inc. (OK) 11,987 · 25 off
- Smart National Supplemental Savings Plan (VA) 12,046 · 34 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.