401(k) · DOL Form 5500 · 2024
Excelerate Energy LP 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 133
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $156,876
- Avg per participant Above avg balance/head
Official DOL plan name: Excelerate Energy Retirement Income Plan · Sponsored by Excelerate Energy LP · Texas · Mining & Oil Extraction
$21M in assets, 133 participants
Excelerate Energy LP's Excelerate Energy Retirement Income Plan reported $21M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #423 in Mining & Oil Extraction (785 peers)
Coverage in Texas
Excelerate Energy Retirement Income Plan covers 133 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $21M.
- #423
- in Mining & Oil Extraction (785 peers)
- +16.7%
- assets growth YoY
Excelerate Energy Retirement Income Plan's outsized position by total assets
Excelerate Energy Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,864,459 Top 29% higher than 71% 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
Excelerate Energy Retirement Income 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. Excelerate Energy Retirement Income Plan sits mid-pack in the medium band (133 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Excelerate Energy Retirement Income Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Excelerate Energy Retirement Income Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Excelerate Energy Retirement Income Plan reported participants rose from 126 in the plan year 2023 filing to 133 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 881792778 · Excelerate Energy LP PY 2024 · 401(k)
Excelerate Energy Retirement Income Plan · $21M · 133 · 71st
- EBSA $21M
- PART 133
- TYPE 71st
- NET 401(k)
- BOOK near Strive Health, LLC 401(k) Plan
- VS-ST ind #423
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 →
Excelerate Energy Retirement Income Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $3M |
| Employer EIN | 881792778 |
| Plan Effective Date | 2008-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Excelerate Energy LP)
Sponsor-wide plan assets over time
All Excelerate Energy LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 35.973410431897676% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 111 | $15M |
| 2023 | 1 | 126 | $18M |
| 2024 | 1 | 133 | $21M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Excelerate Energy Retirement Income Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Strive Health, LLC 401(k) Plan in CO ($21M); by covered participants it is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Strive Health, LLC 401(k) Plan (CO) $21M · 678
- Greenwood, Inc. 401(k) Retirement Savings Plan (SC) $21M · 543
- G. O. Carlson, Inc. Employees 401(k) Plan (PA) $21M · 271
- Newesco, Inc. 401(k) Profit Sharing Plan (IL) $21M · 181
Similar participant headcount
Nearest other-state filings by covered participants (133 participants); asset peers above are excluded.
- Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan (AZ) 133 · 0 off
- Amerikooler 401(k) Plan (FL) 133 · 0 off
- Marketlab Research, Inc. 401(k) Profit Sharing Plan (PA) 133 · 0 off
- Dutchland Inc. 401(k) Profit Sharing Plan (PA) 133 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.