401(k) · DOL Form 5500 · 2024

Invenergy LLC 401(k) Plan

Data updated 2026-08-11

$240M
Total assets
1,969
Participants
95th
Percentile by assets
$122,020
Avg per participant
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Official DOL plan name: Invenergy LLC 401(k) Plan · Sponsored by Invenergy LLC · Illinois · Utilities

$240M in assets, 1,969 participants

Invenergy LLC's Invenergy LLC 401(k) Plan reported $240M in total assets and 1,969 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 123,622 plans)
  • #533 in Utilities (732 peers)

Coverage in Illinois

Invenergy LLC 401(k) Plan covers 1,969 participants in Illinois, 2.5x the typical Illinois plan (state average ~779 per filing). Assets: $240M.

$240M
total plan assets (2024 EOY)
1,969
covered participants
95th
percentile by assets (of 123,622 plans)
$122,020
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Invenergy LLC 401(k) Plan end-of-year assets rose from $183M in the plan year 2023 filing to $240M in the plan year 2024 filing.
  • Invenergy LLC 401(k) Plan reported participants rose from 1,594 in the plan year 2023 filing to 1,969 in the plan year 2024 filing.
  • Invenergy LLC 401(k) Plan reported net income rose from $51M in the plan year 2023 filing to $57M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Invenergy LLC 401(k) Plan reports 1,969 participants - 2.5x that state average ($240M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$183M
Net Assets (End of Year)$240M
Net Income$57M
Employer EIN364462793
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Invenergy LLC)

$100M$150M$200M$250M$300M 202220232024 $132M $240M ▲ +81.7%
Total plan assets by year, all Invenergy LLC plans on file
Year Plans Participants Total Assets
2022 1 1,276 $132M
2023 1 1,594 $183M
2024 1 1,969 $240M

Nearby 401(k) Plans in Illinois

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

Invenergy LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Invenergy LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Invenergy LLC 401(k)…Accenture United Sta…State Farm 401(k) Sa…United Airlines Pilo…Abbott Laboratories …Walgreens Retirement…
Invenergy LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Invenergy LLC 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Invenergy LLC 401(k) Plan assets move in 2024?
Invenergy LLC 401(k) Plan surged - up 31.1% during 2024, from $183M to $240M. Reported net income was $57M.
How have Invenergy LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Invenergy LLC's sponsor-wide assets grew 81.7%, from $132M to $240M.
Where does Invenergy LLC 401(k) Plan rank by assets among Form 5500 filers?
Invenergy LLC 401(k) Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Invenergy LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Vallen Distribution, Inc. 401(k) Plan in NC ($240M, 2,470 participants).

Next read for Invenergy LLC 401(k) Plan

Filing takeaways

Ways to act on Invenergy LLC 401(k) Plan's numbers.