401(k) · DOL Form 5500 · 2024
Vicinity Energy, LLC 401(k) Plan
Data updated 2026-08-25
- $99M
- Total assets Below avg plan size
- 523
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $189,973
- Avg per participant Above avg balance/head
Official DOL plan name: Vicinity Energy Employees 401(k) Plan · Sponsored by Vicinity Energy, LLC · Massachusetts · Utilities
$99M in assets, 523 participants
Vicinity Energy, LLC's Vicinity Energy Employees 401(k) Plan reported $99M in total assets and 523 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #454 in Utilities (732 peers)
Utilities sector rank
Within Utilities, Vicinity Energy Employees 401(k) Plan ranks #454 of 732 2024 filers by assets (540% of the sector average)-$99M for 523 participants.
- #454
- in Utilities (732 peers)
- +13.3%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Vicinity Energy Employees 401(k) Plan's outsized position by total assets
Vicinity Energy Employees 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$99,355,757 Top 10% higher than 90% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Vicinity Energy Employees 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. Vicinity Energy Employees 401(k) Plan sits mid-pack in the medium band (523 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Vicinity Energy Employees 401(k) Plan end-of-year assets rose from $88M in the plan year 2023 filing to $99M in the plan year 2024 filing.
- Vicinity Energy Employees 401(k) Plan reported participants rose from 483 in the plan year 2023 filing to 523 in the plan year 2024 filing.
- Vicinity Energy Employees 401(k) Plan reported net income fell from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.
DOL schedule card
Filing strip 383680309 · Vicinity Energy, LLC PY 2024 · 401(k)
Vicinity Energy Employees 401(k) Plan · $99M · 523 · 90th
- TYPE $99M
- NET 523
- BOOK 90th
- VS-ST 401(k)
- BOY near Pace Supply Corp. 401(k) Plan
- SCH ind #454
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 Massachusetts →
Vicinity Energy Employees 401(k) Plan in the asset neighbourhood
Utilities filing particulars
| Total Assets (Beginning of Year) | $88M |
|---|---|
| Net Assets (End of Year) | $99M |
| Net Income | $12M |
| Employer EIN | 383680309 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vicinity Energy, LLC)
Sponsor-wide plan assets over time
All Vicinity Energy, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $99M 31.13031463895581% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 450 | $76M |
| 2023 | 1 | 483 | $88M |
| 2024 | 1 | 523 | $99M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Vicinity Energy Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Pace Supply Corp. 401(k) Plan in CA ($99M); by covered participants it is Optimizely 401(k) Profit Sharing Plan & Trust in NH (523 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($99M here).
- Pace Supply Corp. 401(k) Plan (CA) $99M · 1,532
- Brg Sports, Inc. 401(k) Plan (OH) $99M · 791
- Human Resources, Inc. Retirement Savings Plan (MD) $99M · 1,190
- Versant Power 401(k) Plan (ME) $99M · 527
Similar participant headcount
Nearest other-state filings by covered participants (523 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.