401(k) · DOL Form 5500 · 2024

Flywheel Energy Management, LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
284
Participants Below avg headcount
78th
Percentile by assets National rank
$108,993
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Flywheel Energy Retirement Plan · Sponsored by Flywheel Energy Management, LLC · Oklahoma · Utilities

$31M in assets, 284 participants

Flywheel Energy Management, LLC's Flywheel Energy Retirement Plan reported $31M in total assets and 284 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #310 in Utilities (732 peers)

Coverage in Oklahoma

Flywheel Energy Retirement Plan covers 284 participants in Oklahoma, about 37% of the average Oklahoma filer (state average ~760 per filing). Assets: $31M.

#310
in Utilities (732 peers)
+26.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Flywheel Energy Retirement Plan's outsized position by total assets

Flywheel Energy Retirement Plan vs every filed plan by assets

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

$30,953,982 Top 22% higher than 78% 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

Flywheel Energy Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Flywheel Energy Retirement Plan sits mid-pack in the medium band (284 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Flywheel Energy Retirement Plan end-of-year assets rose from $25M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Flywheel Energy Retirement Plan reported participants fell from 310 in the plan year 2023 filing to 284 in the plan year 2024 filing.
  • Flywheel Energy Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 364863019 · Flywheel Energy Management, LLC PY 2024 · 401(k)

Flywheel Energy Retirement Plan · $31M · 284 · 78th

  • RANK $31M
  • PHOTO 284
  • IND 78th
  • EOY 401(k)
  • 5500 near Industrial and Commercial Bank of China Financial Services LLC
  • ASSETS ind #310

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 Oklahoma →

Flywheel Energy Retirement Plan in the asset neighbourhood

Industrial and Commercial Bank of China Financial Services LLCIndustrial and Commercial Ba…$31MFlywheel Energy Retirement PlanFlywheel Energy Retirement P…$31MSbera 401(k) Plan as Adopted by the Bank of CantonSbera 401(k) Plan as Adopted…$31MAdvantis Credit Union 401(k) PlanAdvantis Credit Union 401(k)…$31MDunham's Athleisure Corporation 401(k) Savings & Retirement PlanDunham's Athleisure Corporat…$31M
End-of-year total assets ($M) among Flywheel Energy Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$31M
Net Income$6M
Employer EIN364863019
Plan Effective Date2019-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Flywheel Energy Management, LLC)

Sponsor-wide plan assets over time

All Flywheel Energy Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 73.94252475749097% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.8M $31M ▲ +73.9%
Year Plans Participants Total Assets
2022 1 281 $18M
2023 1 310 $25M
2024 1 284 $31M

Nearby 401(k) Plans in Oklahoma

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

Flywheel Energy Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Flywheel Energy Retirement Plan, Total assets ($B): 0.030953982 · Participants: 284Flywheel Energy Retirement PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Flywheel Energy Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Flywheel Energy Retirement Plan side-by-side with 3 peers →

Flywheel Energy Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Industrial and Commercial Bank of China Financial Services LLC in NY ($31M); by covered participants it is Crown/Loyal 401(k) Plan in NH (284 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (284 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 Flywheel Energy Retirement Plan assets move in 2024? ▼
Flywheel Energy Retirement Plan grew sharply - up 26.2% during 2024, from $25M to $31M. Reported net income was $6M.
How have Flywheel Energy Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Flywheel Energy Management, LLC's sponsor-wide assets grew 73.9%, from $18M to $31M.
Where does Flywheel Energy Retirement Plan rank by assets among Form 5500 filers? ▼
Flywheel Energy Retirement Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Flywheel Energy Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Industrial and Commercial Bank of China Financial Services LLC in NY ($31M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Flywheel Energy Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crown/Loyal 401(k) Plan in NH (284 participants, $16M 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 364863019.

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.