Plan Ledger DOL Form 5500 · updated monthly

Energy Transfer LP401(k)

ENERGY TRANSFER LP 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.05%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Energy Transfer LP reported $1,249,387 in plan administrative expenses for 2024: 0.05% of average plan assets, above the peer median. Employer contributions averaged $7,152 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.052% to 0.048%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 51st-largest of 5,688 plans among Texas employers on file, and the 7th of 612 in mining, oil & gas extraction. In 2024, employees put in $1.21 for every $1.00 the employer contributed; active participation has grown from 10,879 to 13,406 since 2022.

Plan summary
Net assets, end of year$2,791,022,524
Participants with balances16,341
Active participants13,406
Employer contributions$95,882,525
Employee contributions$116,427,311
Employer contribution per active participant$7,152
Average account balance$170,799
Benefits paid to participants$276,442,768
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.8B · 16,341 accts · $95.9M emplr
2023$2.4B · 14,592 accts · $79.9M emplr
2022$2.1B · 14,202 accts · $72.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$944,713
Investment management$274,000
Audit (IQPA)$27,038
Total administrative$1,249,387
The Energy Transfer LP 401(k) match · 2024
Employer contribution per active participant$7,152
Median for plans this size$5,259
2024$7,152 per active participant
2023$6,973 per active participant
2022$6,632 per active participant

Energy Transfer LP's 2024 employer contribution ran above the $5,259 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$1,249,387 · 0.05%
2023$1,156,362 · 0.05%
2022$1,108,409 · 0.05%
Same employer
Similar plansMining, Oil & Gas Extraction · Texas
Halliburton Company TX$4.5B · 0.04%
Baker Hughes Holdings LLC TX$4.0B · 0.04%
Eog Resources, Inc. TX$1.3B · 0.02%
Marathon Oil Company TX$923.2M · 0.03%
Hilcorp Energy Company TX$817.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300108820 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.