401(k) · DOL Form 5500 · 2024

Open Loop Energy, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
204
Participants Below avg headcount
54th
Percentile by assets National rank
$44,701
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Open Loop Energy, Inc. Retirement Savings Plan · Sponsored by Open Loop Energy, Inc. · Arizona · Other Services

$9M in assets, 204 participants

Open Loop Energy, Inc.'s Open Loop Energy, Inc. Retirement Savings Plan reported $9M in total assets and 204 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #5,653 in Other Services (7,719 peers)

Coverage in Arizona

Open Loop Energy, Inc. Retirement Savings Plan covers 204 participants in Arizona, about 36% of the average Arizona filer (state average ~564 per filing). Assets: $9M.

#5,653
in Other Services (7,719 peers)
+27.7%
assets growth YoY

Open Loop Energy, Inc. Retirement Savings Plan's mid-pack asset rank among Other Services and all filers

Open Loop Energy, Inc. Retirement Savings Plan vs every filed plan by assets

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

$9,119,006 Top 46% higher than 54% 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

Open Loop Energy, Inc. Retirement Savings 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. Open Loop Energy, Inc. Retirement Savings Plan sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Open Loop Energy, Inc. Retirement Savings Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Open Loop Energy, Inc. Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Open Loop Energy, Inc. Retirement Savings Plan reported participants rose from 187 in the plan year 2023 filing to 204 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 860701324 · Open Loop Energy, Inc. PY 2024 · 401(k)

Open Loop Energy, Inc. Retirement Savings Plan · $9M · 204 · 54th

  • TYPE $9M
  • TYPE 204
  • TYPE 54th
  • TYPE 401(k)
  • TYPE near Wellbiz Brands, Inc. 401(k) Plan
  • TYPE ind #5653

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 Other Services retirement plans → · Plans in Arizona →

Open Loop Energy, Inc. Retirement Savings Plan in the asset neighbourhood

Open Loop Energy, Inc. Retirement Savings PlanOpen Loop Energy, Inc. Retir…$9MWellbiz Brands, Inc. 401(k) PlanWellbiz Brands, Inc. 401(k) …$9MGilson Graphics Retirement Savings and Profit-Sharing PlanGilson Graphics Retirement S…$9MSanta Barbara Metropolitan Transit District Profit Sharing and Salary Deferral PlanSanta Barbara Metropolitan T…$9MProxibid, Inc. 401(k) Plan$9M
End-of-year total assets ($M) among Open Loop Energy, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN860701324
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Open Loop Energy, Inc.)

Sponsor-wide plan assets over time

All Open Loop Energy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 51.56624723781126% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6.02M $9.12M ▲ +51.5%
Year Plans Participants Total Assets
2022 1 168 $6M
2023 1 187 $7M
2024 1 204 $9M

Nearby 401(k) Plans in Arizona

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

Open Loop Energy, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Open Loop Energy, Inc. Retirement Savings Plan, Total assets ($B): 0.009119006 · Participants: 204Open Loop Energy, Inc. Retirement Savings PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Open Loop Energy, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Open Loop Energy, Inc. Retirement Savings Plan side-by-side with 3 peers →

Open Loop Energy, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Wellbiz Brands, Inc. 401(k) Plan in CO ($9M); by covered participants it is S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan in VA (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Open Loop Energy, Inc. Retirement Savings Plan assets move in 2024? ▼
Open Loop Energy, Inc. Retirement Savings Plan grew sharply - up 27.7% during 2024, from $7M to $9M. Reported net income was $2M.
How have Open Loop Energy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Open Loop Energy, Inc.'s sponsor-wide assets grew 51.6%, from $6M to $9M.
Which 401(k) plans are similar in size to Open Loop Energy, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wellbiz Brands, Inc. 401(k) Plan in CO ($9M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Open Loop Energy, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan in VA (204 participants, $41M 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 860701324.

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.