401(k) · DOL Form 5500 · 2024

Invenergy LLC 401(k) Plan

Data updated 2026-08-25

$240M
Total assets Near avg plan size
1,969
Participants Near avg headcount
95th
Percentile by assets National rank
$122,020
Avg per participant Near avg balance/head
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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.

  • #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.

#533
in Utilities (732 peers)
+31.1%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Invenergy LLC 401(k) Plan's outsized position by total assets

Invenergy LLC 401(k) Plan vs every filed plan by assets

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

$240,257,744 Top 5% higher than 95% 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

Invenergy LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Invenergy LLC 401(k) Plan lands in the large band (1,969 participants).

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 →

EBSA filing schedule strip

Filing strip 364462793 · Invenergy LLC PY 2024 · 401(k)

Invenergy LLC 401(k) Plan · $240M · 1,969 · 95th

  • EIN $240M
  • EIN 1,969
  • EIN 95th
  • EIN 401(k)
  • EIN near Vallen Distribution, Inc. 401(k) Plan
  • EIN ind #533

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 Utilities retirement plans → · Plans in Illinois →

Invenergy LLC 401(k) Plan in the asset neighbourhood

Cfa Institute 401(k) Plan$240MBarnes & Noble Education 401(k) PlanBarnes & Noble Education 401…$240MInvenergy LLC 401(k) Plan$240MVallen Distribution, Inc. 401(k) PlanVallen Distribution, Inc. 40…$240MSamsara 401(k) Plan$240M
End-of-year total assets ($M) among Invenergy LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Invenergy LLC plans reported in each filing year

Latest sponsor-wide plan assets
$240M 81.73992933785954% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $132M $240M ▲ +81.7%
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 Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Invenergy LLC 401(k) Plan, Total assets ($B): 0.240257744 · Participants: 1969Invenergy LLC 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Invenergy LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Invenergy LLC 401(k) Plan side-by-side with 3 peers →

Invenergy LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Vallen Distribution, Inc. 401(k) Plan in NC ($240M); by covered participants it is U.a. Locals No. 375 and 367 Supplemental Trust in OR (1,969 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($240M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,969 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 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).
Which 401(k) plans cover a similar participant headcount to Invenergy LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is U.a. Locals No. 375 and 367 Supplemental Trust in OR (1,969 participants, $102M in assets).

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 364462793.

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.