Plan Ledger DOL Form 5500 · updated monthly

Pennsylvania General Energy Company, L.L.C.401(k)

PENNSYLVANIA GENERAL ENERGY COMPANY, L.L.C. RETIREMENT PLAN · WARREN, PA · plan year 2023

Reported admin expense ratio · 2023
0.02%

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

Pennsylvania General Energy Company, L.L.C. reported $4,581 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,372 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 rose from 0.014% to 0.015%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 1,306th-largest of 3,651 plans among Pennsylvania employers on file, and the 263rd of 612 in mining, oil & gas extraction. In 2023, employees put in $1.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,071,636
Participants with balances118
Active participants72
Employer contributions$314,810
Employee contributions$540,929
Employer contribution per active participant$4,372
Average account balance$220,946
Benefits paid to participants$1,339,608
Plan auditUnmodified (clean) audit opinion
AuditorSISTERSON & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$22.4M · 119 accts · $330K emplr
2023$26.1M · 118 accts · $315K emplr
2022$22.3M · 117 accts · $278K emplr
The Pennsylvania General Energy Company, L.L.C. 401(k) match · 2023
Employer contribution per active participant$4,372
Median for plans this size$2,440
2024$4,405 per active participant
2023$4,372 per active participant
2022$4,024 per active participant

Pennsylvania General Energy Company, L.L.C.'s 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top quarter of its peers. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
DEFINITI · Recordkeepingindirect comp
NORTHWEST BANK · Trusteeindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$3,585 · 0.01%
2023$4,581 · 0.02%
2022$3,392 · 0.01%
Similar plansMining, Oil & Gas Extraction · Pennsylvania
Alvin H. Butz, Inc. PA$54.2M · 0.47%
Wilson Creek Energy, LLC PA$32.6M · 0.44%
Depaul Realty Company PA$32.3M · 0.36%
Reading Anthracite Company PA$20.9M · 0.23%
Allegheny Mineral Company PA$16.6M · 0.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 432002031 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.