Defined Benefit (Pension) · DOL Form 5500 · 2024

4j Energy, LLC Pension Plan

Data updated 2026-08-25

$675K
Total assets Small plan by assets
13
Participants Small participant base
20th
Percentile by assets National rank
$51,921
Avg per participant Low balance/head
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Official DOL plan name: 4j Energy, LLC Defined Benefit Pension Plan · Sponsored by 4j Energy, LLC · Texas · Wholesale Trade

$675K in assets, 13 participants

4j Energy, LLC's 4j Energy, LLC Defined Benefit Pension Plan reported $675K in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #626 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

4j Energy, LLC Defined Benefit Pension Plan holds $675K for 13 participants - about $51,921 per participant, among the smaller plans by assets on file.

#626
in Wholesale Trade (6,080 peers)
+1.5%
assets growth YoY

4j Energy, LLC Defined Benefit Pension Plan among the smaller filed plans by assets

4j Energy, LLC Defined Benefit Pension Plan vs every filed plan by assets

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

$674,971 20th percentile higher than 20% 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

4j Energy, LLC Defined Benefit Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 4j Energy, LLC Defined Benefit Pension Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 4j Energy, LLC Defined Benefit Pension Plan reported net income rose from -$14K in the plan year 2023 filing to $10K in the plan year 2024 filing.
  • 4j Energy, LLC Defined Benefit Pension Plan reported participants rose from 12 in the plan year 2023 filing to 13 in the plan year 2024 filing.
  • 4j Energy, LLC Defined Benefit Pension Plan end-of-year assets rose from $665K in the plan year 2023 filing to $675K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 474498978 · 4j Energy, LLC PY 2024 · Defined Benefit (Pension)

4j Energy, LLC Defined Benefit Pension Plan · $675K · 13 · 20th

  • NET $675K
  • BOOK 13
  • VS-ST 20th
  • BOY Defined Benefit (Pension)
  • SCH near Smj, Inc. Cash Balance Pension Plan
  • EBSA ind #626

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 Wholesale Trade retirement plans → · Plans in Texas →

4j Energy, LLC Defined Benefit Pension Plan in the asset neighbourhood

Pension Plan of Masonicare Corporation and Its AffiliatesPension Plan of Masonicare C…$687KSmj, Inc. Cash Balance Pension PlanSmj, Inc. Cash Balance Pensi…$677K4j Energy, LLC Defined Benefit Pension Plan4j Energy, LLC Defined Benef…$675KSignify North America Corporation Pension PlanSignify North America Corpor…$664KPro Health Group Inc Defined Benefit Pension PlanPro Health Group Inc Defined…$663K
End-of-year total assets ($M) among 4j Energy, LLC Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$665K
Net Assets (End of Year)$675K
Net Income$10K
Employer EIN474498978
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (4j Energy, LLC)

Sponsor-wide plan assets over time

All 4j Energy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$675K 0.6242537296951904% vs 2022
2024 filing year
$0.65M$0.66M$0.67M$0.68M$0.69M 202220232024 $0.68M $0.67M ▼ -1.5%
Year Plans Participants Total Assets
2022 1 10 $679K
2023 1 12 $665K
2024 1 13 $675K

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

4j Energy, LLC Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants 4j Energy, LLC Defined Benefit Pension Plan, Total assets ($B): 0.000674971 · Participants: 134j Energy, LLC Defined Benefit Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
4j Energy, LLC Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare 4j Energy, LLC Defined Benefit Pension Plan side-by-side with 3 peers →

4j Energy, LLC Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Smj, Inc. Cash Balance Pension Plan in TN ($677K); by covered participants it is National Federation of Independent Business Retirement Plan in TN (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 4j Energy, LLC Defined Benefit Pension Plan assets move in 2024? ▼
4j Energy, LLC Defined Benefit Pension Plan edged up modestly - up 1.5% during 2024, from $665K to $675K. Reported net income was $10K.
How have 4j Energy, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 4j Energy, LLC's sponsor-wide assets declined 0.6%, from $679K to $675K.
Where does 4j Energy, LLC Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
4j Energy, LLC Defined Benefit Pension Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to 4j Energy, LLC Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Smj, Inc. Cash Balance Pension Plan in TN ($677K, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to 4j Energy, LLC Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is National Federation of Independent Business Retirement Plan in TN (13 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 474498978.

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.