401(k) · DOL Form 5500 · 2024

Independence Energy Management, LLC 401(k) Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
935
Participants Near avg headcount
89th
Percentile by assets National rank
$84,458
Avg per participant Below avg balance/head
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Official DOL plan name: Independence Energy Management, LLC 401(k) Plan · Sponsored by Independence Energy Management, LLC · Texas · Mining & Oil Extraction

$79M in assets, 935 participants

Independence Energy Management, LLC's Independence Energy Management, LLC 401(k) Plan reported $79M in total assets and 935 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #615 in Mining & Oil Extraction (785 peers)

Where Independence Energy Management, LLC 401(k) Plan sits by assets

Independence Energy Management, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $79M for 935 participants (~$84,458/participant), up 58.3% in 2024.

#615
in Mining & Oil Extraction (785 peers)
+58.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Independence Energy Management, LLC 401(k) Plan's outsized position by total assets

Independence Energy Management, LLC 401(k) Plan vs every filed plan by assets

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

$78,968,283 Top 11% higher than 89% 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

Independence Energy Management, LLC 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. Independence Energy Management, LLC 401(k) Plan sits mid-pack in the medium band (935 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Independence Energy Management, LLC 401(k) Plan end-of-year assets rose from $50M in the plan year 2023 filing to $79M in the plan year 2024 filing.
  • Independence Energy Management, LLC 401(k) Plan reported net income fell from $19M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Independence Energy Management, LLC 401(k) Plan reported participants rose from 870 in the plan year 2023 filing to 935 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 862772723 · Independence Energy Management, LLC PY 2024 · 401(k)

Independence Energy Management, LLC 401(k) Plan · $79M · 935 · 89th

  • RANK $79M
  • PHOTO 935
  • IND 89th
  • EOY 401(k)
  • 5500 near Cameron Ashley Building Products 401(k) Plan
  • ASSETS ind #615

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

Independence Energy Management, LLC 401(k) Plan in the asset neighbourhood

Doubleline 401(k) & Retirement Savings PlanDoubleline 401(k) & Retireme…$79MFnb Retirement Success Pooled Employer PlanFnb Retirement Success Poole…$79MCameron Ashley Building Products 401(k) PlanCameron Ashley Building Prod…$79MIndependence Energy Management, LLC 401(k) PlanIndependence Energy Manageme…$79MHatco Corporation 401(k) TrustHatco Corporation 401(k) Tru…$79M
End-of-year total assets ($M) among Independence Energy Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$79M
Net Income$12M
Employer EIN862772723
Plan Effective Date2022-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independence Energy Management, LLC)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$79M 159.13722393713445% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $30.5M $79M ▲ +159.2%
Year Plans Participants Total Assets
2022 1 730 $30M
2023 1 870 $50M
2024 1 935 $79M

Nearby 401(k) Plans in Texas

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

Independence Energy Management, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Independence Energy Management, LLC 401(k) Plan, Total assets ($B): 0.078968283 · Participants: 935Independence Energy Management, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Independence Energy Management, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Independence Energy Management, LLC 401(k) Plan side-by-side with 3 peers →

Independence Energy Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cameron Ashley Building Products 401(k) Plan in SC ($79M); by covered participants it is M. H. Logistics Corporation 401(k) Retirement & Savings Plan in IL (935 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($79M here).

Similar participant headcount

Nearest other-state filings by covered participants (935 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 Independence Energy Management, LLC 401(k) Plan assets move in 2024? ▼
Independence Energy Management, LLC 401(k) Plan surged - up 58.3% during 2024, from $50M to $79M. Reported net income was $12M.
How have Independence Energy Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independence Energy Management, LLC's sponsor-wide assets grew 159.1%, from $30M to $79M.
Where does Independence Energy Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Independence Energy Management, LLC 401(k) Plan ranks in the 89th 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 Independence Energy Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cameron Ashley Building Products 401(k) Plan in SC ($79M, 746 participants).
Which 401(k) plans cover a similar participant headcount to Independence Energy Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is M. H. Logistics Corporation 401(k) Retirement & Savings Plan in IL (935 participants, $115M 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 862772723.

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.