Back to filter
Original filing (PDF)20251015105243NAL0002172371001
DEVANEY ENERGY, INC.
Form 5500
FILING_RECEIVED
DEVANEY ENERGY, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
177
Accounts w/ balance
192
Plan assets (EOY)
$24.3M
Net assets (EOY)
$24.3M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEVANEY ENERGY, INC..
Plan sponsor
Name
DEVANEY ENERGY, INC.
EIN
04-2298448
Address
177 WELLS AVE · NEWTON, MA · 02459
Phone
(617) 213-8478
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRAY, GRAY & GRAY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
Investments
32 direct securities· $24.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Inv Mutual Fund | — | — | — | $3.1M | 12.7% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund | — | — | — | $2.4M | 9.7% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund | — | — | — | $2.3M | 9.6% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund | — | — | — | $2.2M | 9.0% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund | — | — | — | $2.0M | 8.0% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $1.7M | 6.9% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund | — | — | — | $1.5M | 6.0% | |
| T. Rowe Price Blue Chip Growth Adv Mutual Fund | — | — | — | $1.0M | 4.3% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | — | — | — | $967K | 4.0% | |
| Ei Fixed Account - Series Class V Guaranteed Investment Option | — | — | — | $916K | 3.8% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | — | — | — | $891K | 3.7% | |
| JPMorgan Equity Income R3 Mutual Fund | — | — | — | $726K | 3.0% | |
| Blackrock Total Return K Mutual Fund | — | — | — | $662K | 2.7% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund | — | — | — | $628K | 2.6% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund | — | — | — | $440K | 1.8% | |
| Vanguard Target Retirement Income Inv Mutual Fund | — | — | — | $427K | 1.8% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund | — | — | — | $341K | 1.4% | |
| Empower Mid Cap Value Inv Mutual Fund | — | — | — | $228K | 0.9% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual Fund | — | — | — | $217K | 0.9% | |
| Goldman Sachs Intl Eq Insghts Inv Mutual Fund | — | — | — | $217K | 0.9% | |
| Goldman Sachs Small Cap Eq Insights Inv Mutual Fund | — | — | — | $212K | 0.9% | |
| JPMorgan Small Cap Growth R5 Mutual Fund | — | — | — | $202K | 0.8% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $198K | 0.8% | |
| Goldman Sachs Emerging Markets Eq Instl Mutual Fund | — | — | — | $190K | 0.8% | |
| Lord Abbett High Yield R6 Mutual Fund | — | — | — | $167K | 0.7% | |
| Janus Henderson Enterprise T Mutual Fund | — | — | — | $167K | 0.7% | |
| Cohen & Steers Real Estate Securities A Mutual Fund | — | — | — | $163K | 0.7% | |
| Fidelity Advisor Strategic Income I Mutual Fund | — | — | — | $78K | 0.3% | |
| American Funds Inflation Linked Bd R4 Mutual Fund | — | — | — | $74K | 0.3% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund | — | — | — | $38K | 0.2% | |
| maturing through 2039 - | — | — | — | $33K | 0.1% | |
| DFA Commodity Strategy I Mutual Fund | — | — | — | $26K | 0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY O
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
3M COMPANY
3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN
$10.6B · 21,780 participants
THE NEW YORK-PRESBYTERIAN HOSPITAL
THE RETIREMENT SAVINGS PLAN
$4.8B · 50,152 participants
BAYLOR SCOTT & WHITE HOLDINGS
BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN
$4.7B · 46,788 participants
HEALTH CARE SERVICE CORPORATION
THE 401K PLAN
$3.9B · 36,460 participants
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
Similar-size Retail Trade plans
PARACO GAS CORPORATION
PARACO GAS & AFFILIATES 401(K) SAVINGS AND RETIREMENT PLAN
$24.0M · 388 participants
F.C. HAAB CO., INC.
F.C. HAAB CO INC. CONSOLIDATED PROFIT SHARING AND RETIREMENT PLAN
$25.5M · 113 participants
COLVILLE/BROOKS RANGE SUPPLY
COLVILLE/BROOKS RANGE SUPPLY 401K PLAN
$22.7M · 227 participants
FEDERATED CO-OPS, INC.
FEDERATED CO-OPS, INC. 401(K) PLAN AND TRUST
$26.5M · 233 participants
SLOMIN'S, INC.
SLOMIN'S, INC. 401(K) RETIREMENT SAVINGS PLAN
$21.3M · 150 participants
PENN VALLEY GAS
PENN VALLEY GAS, INC. 401(K) PROFIT SHARING PLAN
$28.1M · 53 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B