Department of Labor filing

VICINITY ENERGY, LLC

VICINITY ENERGY EMPLOYEES 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

33filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$4,322

Reported employer contributions per active participant.

Higher than about 21% of comparable plans

#People in the filing

547

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$112 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 60% of comparable plans

↗Investment performance

Not available

Plan assets changed 13.3%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202433out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions21st percentileTypical peer $6,372 · based on 71 comparable plans

Lower reported administrative expense60th percentileTypical peer $123 · based on 68 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, VICINITY ENERGY, LLC reported $2,363,985 in employer contributions across the plan and 547 active participants. That works out to $4,322 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy89%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 0.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 6.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context33/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $2,363,985
Participant contributions: $5,935,122
Other contributions: $913,681
Employer share of reported contributions: 28.5%
Beginning assets: $87,659,444
Ending assets: $99,355,757
Ending net assets: $99,355,757
Ending liabilities: $0
Total income: $19,849,240
Total expenses: $8,152,927
Administrative expenses: $67,526
Participant loans: $1,279,730

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$4,312

2023

$3,864

2024

$4,322

Plan-paid administrative expenses per participant

2022

$120

2023

$100

2024

$112

Active participants

2022

483

2023

523

2024

547

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$4,322	547	99.4M	20251014142331NAL0001496259001
2023	$3,864	523	87.7M	20241015125711NAL0029701825001
2022	$4,312	483	75.8M	20240206091934NAL0000006816001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 383680309-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2020
Industry: Utilities
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2G2J2K2R2T3B

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251014142331NAL0001496259001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗