401(k) · DOL Form 5500 · 2023
Ygrene Energy Fund, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 38th
- Percentile by assets National rank
Official DOL plan name: Ygrene 401(k) Plan · Sponsored by Ygrene Energy Fund, Inc. · Florida · Finance & Insurance
$4M in assets, N/A participants
Ygrene Energy Fund, Inc.'s Ygrene 401(k) Plan reported $4M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #2,353 in Finance & Insurance (8,869 peers)
2023 asset change
Ygrene 401(k) Plan contracted severely 49.3% in 2023 ($7M → $4M) for N/A participants.
- #2,353
- in Finance & Insurance (8,869 peers)
- -49.3%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ygrene 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Ygrene 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,512,581 38th percentile higher than 38% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ygrene 401(k) Plan reported participants fell from 279 in the plan year 2022 filing to N/A in the plan year 2023 filing.
- Ygrene 401(k) Plan end-of-year assets fell from $7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Ygrene 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 273092557 · Ygrene Energy Fund, Inc. PY 2023 · 401(k)
Ygrene 401(k) Plan · $4M · N/A · 38th
- PART $4M
- TYPE N/A
- NET 38th
- BOOK 401(k)
- VS-ST near Prime Digital 401(k) Plan
- BOY ind #2353
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 Finance & Insurance retirement plans → · Plans in Florida →
Ygrene 401(k) Plan in the asset neighbourhood
Ygrene Energy Fund, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Ygrene Energy Fund, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 279 | $7M |
| 2023 | 1 | N/A | $4M |
| 2024 | 1 | N/A | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$3M |
| Employer EIN | 273092557 |
| Plan Effective Date | 2018-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Ygrene 401(k) Plan's closest out-of-state 401(k) peers by assets
Outside Florida, the nearest 401(k) by end-of-year assets is Prime Digital 401(k) Plan in NV at $4M (this filing: $4M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.