Defined Benefit (Pension) · DOL Form 5500 · 2024

Saxon Energy, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
31st
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Saxon Energy, Inc. Pension Plan · Sponsored by Saxon Energy, Inc. · Louisiana · Professional & Technical Services

$2M in assets, 2 participants

Saxon Energy, Inc.'s Saxon Energy, Inc. Pension Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,517 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Saxon Energy, Inc. Pension Plan holds $2M for 2 participants - about $1.2M per participant, in the lower half of filed plans by assets.

#5,517
in Professional & Technical Services (20,173 peers)
+4.0%
assets growth YoY

Saxon Energy, Inc. Pension Plan among the smaller filed plans by assets

Saxon Energy, Inc. Pension Plan vs every filed plan by assets

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

$2,372,678 31st percentile higher than 31% 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

Saxon Energy, Inc. Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saxon Energy, Inc. Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Saxon Energy, Inc. Pension Plan reported net income rose from $82K in the plan year 2023 filing to $90K in the plan year 2024 filing.
  • Saxon Energy, Inc. Pension Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 721056981 · Saxon Energy, Inc. PY 2024 · Defined Benefit (Pension)

Saxon Energy, Inc. Pension Plan · $2M · 2 · 31st

  • 5500 $2M
  • ASSETS 2
  • PCT 31st
  • EIN Defined Benefit (Pension)
  • RANK near Denice Osbourne, PLLC Defined Benefit Plan
  • PHOTO ind #5517

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 Professional & Technical Services retirement plans → · Plans in Louisiana →

Saxon Energy, Inc. Pension Plan in the asset neighbourhood

Christopher Grivakes, a Professional Corporation Defined Benefit Pension PlanChristopher Grivakes, a Prof…$2MSaxon Energy, Inc. Pension PlanSaxon Energy, Inc. Pension P…$2MDenice Osbourne, PLLC Defined Benefit PlanDenice Osbourne, PLLC Define…$2MAffordable Property Management Cash Balance PlanAffordable Property Manageme…$2MKirra, L.L.C. Cash Balance Pension PlanKirra, L.L.C. Cash Balance P…$2M
End-of-year total assets ($M) among Saxon Energy, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$90K
Employer EIN721056981
Plan Effective Date2007-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saxon Energy, Inc.)

Sponsor-wide plan assets over time

All Saxon Energy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 7.814548351140522% vs 2022
2024 filing year
$2.1M$2.2M$2.3M$2.4M 202220232024 $2.2M $2.37M ▲ +7.7%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Nearby Defined Benefit (Pension) Plans in Louisiana

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

Saxon Energy, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Saxon Energy, Inc. Pension Plan, Total assets ($B): 0.002372678 · Participants: 2Saxon Energy, Inc. Pension PlanLumen Combined Pension Plan, Total assets ($B): 4.334697503 · Participants: 10043Lumen Combined Pension PlanEntergy Corporation Retirement Plan for Non-Bargaining Employees, Total assets ($B): 1.77009689 · Participants: 6385Entergy Corporation Retirement Plan for Non-Bargaining EmployeesEntergy Corporation Retirement Plan VI for Non-Bargaining Employees, Total assets ($B): 1.587059648 · Participants: 783Entergy Corporation Retirement Plan VI for Non-Bargaining EmployeesWillis-Knighton Medical Center Employees Retirement Plan, Total assets ($B): 1.194963253 · Participants: 6197Willis-Knighton Medical Center Employees Retirement PlanEntergy Corporation Retirement Plan for Bargaining Employees, Total assets ($B): 0.916099216 · Participants: 2317Entergy Corporation Retirement Plan for Bargaining Employees
Saxon Energy, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
Compare Saxon Energy, Inc. Pension Plan side-by-side with 3 peers →

Saxon Energy, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Louisiana, the nearest Defined Benefit (Pension) by assets is Denice Osbourne, PLLC Defined Benefit Plan in AZ ($2M); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Saxon Energy, Inc. Pension Plan assets move in 2024? ▼
Saxon Energy, Inc. Pension Plan edged up modestly - up 4.0% during 2024, from $2M to $2M. Reported net income was $90K.
How have Saxon Energy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saxon Energy, Inc.'s sponsor-wide assets grew 7.8%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Saxon Energy, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Denice Osbourne, PLLC Defined Benefit Plan in AZ ($2M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Saxon Energy, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Avh Enterprises, Inc. Retirement Plan in VA (2 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 721056981.

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.