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Employers › Montana

Employer · plans filed under one EIN

Energy Laboratories, Inc.

Billings, MT · Professional, scientific and technical services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$16.3Mnet assets across plans
403participant records259 active
$362Kemployer contributions, latest plan years$1,398 per active record
$43KSchedule C compensation to organisations$105.80 per participant record

Energy Laboratories, Inc., based in Billings, Montana, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 403 participant records and $16.3M in net assets.

The largest is Energy Laboratories Employee Stock Ownership Plan, a profit-sharing plan with 231 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $362K and participant contributions $560K in the latest plan years; benefits paid were $1.8M. Schedule C compensation reported to service provider organisations totalled $43K.

Combined net assets moved from $6.2M in 2009 to $9.1M in 2025 (up 46%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Energy Laboratories Employee Stock Ownership Planprofit-sharing plan2024231$7.2M$31,118$3,254$0
Energy Laboratories, Inc. 401(k) Profit Sharing Plan401(k) plan2025172$9.1M$52,775$7$43K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $6.2M2010: $7.7M2011: $8.3M2012: $9.3M2013: $10.9M2014: $11.5M2015: $10.9M2016: $10.6M2017: $11.1M2018: $10.0M2019: $11.1M2020: $12.6M2021: $13.8M2022: $12.9M2023: $13.3M2024: $15.8M2025: $9.1M$6.2M$15.8M$9.1M200920122016202020242025
Combined net assets
2009: 4542010: 4432011: 4642012: 4992013: 5272014: 4872015: 4772016: 4422017: 4262018: 3832019: 3752020: 3802021: 3762022: 3892023: 4292024: 4072025: 172454527172200920122016202020242025
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20251172$9.1M$1,000$560K
20242407$15.8M$361K$493K
20232429$13.3M$370K$416K
20222389$12.9M$318K$380K
20212376$13.8M$192K$319K
20202380$12.6M$103K$311K
20192375$11.1M$74K$307K
20182383$10.0M$119K$311K
20172426$11.1M$17K$326K
20162442$10.6M$8,000$358K
20152477$10.9M$19K$413K
20142487$11.5M$42K$410K
20132527$10.9M$132K$397K
20122499$9.3M$139K$403K
20112464$8.3M$228K$404K
20102443$7.7M$249K$419K
20092454$6.2M$48K$488K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
First Interstate Wealth Management—1$24,539
Empower Annuity Insurance Company O—1$18,099

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

First Interstate Wealth Management$25K
Empower Annuity Insurance Company O$18K

Questions and answers

How many retirement plans does Energy Laboratories, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Energy Laboratories Employee Stock Ownership Plan and Energy Laboratories, Inc. 401(k) Profit Sharing Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Energy Laboratories, Inc. contribute to its plans?

$362,204 in employer contributions across these plans in their latest plan years, about $1,398 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name First Interstate Wealth Management and Empower Annuity Insurance Company O. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.