401(k) · DOL Form 5500 · 2024

Fluence Energy, LLC 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
615
Participants Below avg headcount
89th
Percentile by assets National rank
$131,503
Avg per participant Near avg balance/head
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Official DOL plan name: Fluence Savings Plan · Sponsored by Fluence Energy, LLC · Virginia · Agriculture, Forestry & Fishing

$81M in assets, 615 participants

Fluence Energy, LLC's Fluence Savings Plan reported $81M in total assets and 615 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.

  • #1,143 in Agriculture, Forestry & Fishing (1,217 peers)

Where Fluence Savings Plan sits by assets

Fluence Savings Plan sits in the top quartile of all filed plans by assets, $81M for 615 participants (~$131,503/participant), up 40.3% in 2024.

#1,143
in Agriculture, Forestry & Fishing (1,217 peers)
+40.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Fluence Savings Plan's outsized position by total assets

Fluence Savings Plan vs every filed plan by assets

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

$80,874,247 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

Fluence 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. Fluence Savings Plan sits mid-pack in the medium band (615 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fluence Savings Plan end-of-year assets rose from $58M in the plan year 2023 filing to $81M in the plan year 2024 filing.
  • Fluence Savings Plan reported net income rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Fluence Savings Plan reported participants rose from 583 in the plan year 2023 filing to 615 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 822138818 · Fluence Energy, LLC PY 2024 · 401(k)

Fluence Savings Plan · $81M · 615 · 89th

  • RANK $81M
  • RANK 615
  • RANK 89th
  • RANK 401(k)
  • RANK near Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust
  • RANK ind #1143

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Virginia →

Fluence Savings Plan in the asset neighbourhood

Hr & P Solutions, Inc. 401(k) Salary Reduction PlanHr & P Solutions, Inc. 401(k…$81MJacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & TrustJacksonville Orthopaedic Ins…$81MWorth & Company, Inc. Retirement PlanWorth & Company, Inc. Retire…$81MFluence Savings Plan$81MEsa Management, LLC 401(k) PlanEsa Management, LLC 401(k) P…$81M
End-of-year total assets ($M) among Fluence Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$81M
Net Income$23M
Employer EIN822138818
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fluence Energy, LLC)

Sponsor-wide plan assets over time

All Fluence Energy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$81M 109.28764731011566% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $38.6M $80.9M ▲ +109.3%
Year Plans Participants Total Assets
2022 1 400 $39M
2023 1 583 $58M
2024 1 615 $81M

Nearby 401(k) Plans in Virginia

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

Fluence Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Fluence Savings Plan, Total assets ($B): 0.080874247 · Participants: 615Fluence Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Fluence Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Fluence Savings Plan side-by-side with 3 peers →

Fluence Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust in FL ($81M); by covered participants it is Timpte 401(k) Retirement Savings and Profit Sharing Plan and Trust in NE (615 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (615 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 Fluence Savings Plan assets move in 2024? ▼
Fluence Savings Plan surged - up 40.3% during 2024, from $58M to $81M. Reported net income was $23M.
How have Fluence Energy, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fluence Energy, LLC's sponsor-wide assets grew 109.3%, from $39M to $81M.
Where does Fluence Savings Plan rank by assets among Form 5500 filers? ▼
Fluence Savings 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 Fluence Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust in FL ($81M, 362 participants).
Which 401(k) plans cover a similar participant headcount to Fluence Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Timpte 401(k) Retirement Savings and Profit Sharing Plan and Trust in NE (615 participants, $42M 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 822138818.

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.