401(k) · DOL Form 5500 · 2024

Customized Energy Solutions, Ltd. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
167
Participants Small participant base
82nd
Percentile by assets National rank
$243,052
Avg per participant Above avg balance/head
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Official DOL plan name: Customized Energy Solutions, Ltd 401(k) Plan · Sponsored by Customized Energy Solutions, Ltd. · Pennsylvania · Professional & Technical Services

$41M in assets, 167 participants

Customized Energy Solutions, Ltd.'s Customized Energy Solutions, Ltd 401(k) Plan reported $41M in total assets and 167 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,574 in Professional & Technical Services (20,173 peers)

Coverage in Pennsylvania

Customized Energy Solutions, Ltd 401(k) Plan covers 167 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $41M.

#16,574
in Professional & Technical Services (20,173 peers)
+15.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Customized Energy Solutions, Ltd 401(k) Plan's outsized position by total assets

Customized Energy Solutions, Ltd 401(k) Plan vs every filed plan by assets

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

$40,589,703 Top 18% higher than 82% 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

Customized Energy Solutions, Ltd 401(k) 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. Customized Energy Solutions, Ltd 401(k) Plan sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Customized Energy Solutions, Ltd 401(k) Plan end-of-year assets rose from $35M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Customized Energy Solutions, Ltd 401(k) Plan reported participants rose from 161 in the plan year 2023 filing to 167 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 251811123 · Customized Energy Solutions, Ltd. PY 2024 · 401(k)

Customized Energy Solutions, Ltd 401(k) Plan · $41M · 167 · 82nd

  • 5500 $41M
  • 5500 167
  • 5500 82nd
  • 5500 401(k)
  • 5500 near The O'connell Companies, Inc. 401(k) Plan
  • 5500 ind #16574

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Customized Energy Solutions, Ltd 401(k) Plan in the asset neighbourhood

Customized Energy Solutions, Ltd 401(k) PlanCustomized Energy Solutions,…$41MThe O'connell Companies, Inc. 401(k) PlanThe O'connell Companies, Inc…$41MMangione Family Enterprises Retirement PlanMangione Family Enterprises …$41MChandler (U.S.a), Inc. 401(k) Thrift PlanChandler (U.S.a), Inc. 401(k…$41MSistema Universitario Ana G Mendez Employees Savings Investment PlanSistema Universitario Ana G …$41M
End-of-year total assets ($M) among Customized Energy Solutions, Ltd 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$41M
Net Income$6M
Employer EIN251811123
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Customized Energy Solutions, Ltd.)

Sponsor-wide plan assets over time

All Customized Energy Solutions, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 37.50117845706966% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.5M $40.6M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 163 $30M
2023 1 161 $35M
2024 1 167 $41M

Nearby 401(k) Plans in Pennsylvania

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

Customized Energy Solutions, Ltd 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Customized Energy Solutions, Ltd 401(k) Plan, Total assets ($B): 0.040589703 · Participants: 167Customized Energy Solutions, Ltd 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Customized Energy Solutions, Ltd 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Customized Energy Solutions, Ltd 401(k) Plan side-by-side with 3 peers →

Customized Energy Solutions, Ltd 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is The O'connell Companies, Inc. 401(k) Plan in MA ($41M); by covered participants it is Lightning Emotors, Inc. 401(k) Plan in CO (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Customized Energy Solutions, Ltd 401(k) Plan assets move in 2024? ▼
Customized Energy Solutions, Ltd 401(k) Plan grew sharply - up 15.9% during 2024, from $35M to $41M. Reported net income was $6M.
How have Customized Energy Solutions, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Customized Energy Solutions, Ltd.'s sponsor-wide assets grew 37.5%, from $30M to $41M.
Where does Customized Energy Solutions, Ltd 401(k) Plan rank by assets among Form 5500 filers? ▼
Customized Energy Solutions, Ltd 401(k) Plan ranks in the 82nd 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 Customized Energy Solutions, Ltd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The O'connell Companies, Inc. 401(k) Plan in MA ($41M, 203 participants).
Which 401(k) plans cover a similar participant headcount to Customized Energy Solutions, Ltd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lightning Emotors, Inc. 401(k) Plan in CO (167 participants, N/A 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 251811123.

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.