401(k) · DOL Form 5500 · 2022
Southeastern Agency Group Inc 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $173,315
- Avg per participant Above avg balance/head
Official DOL plan name: Southeastern Agency Group Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Southeastern Agency Group Inc · North Carolina · Other Services
$4M in assets, 25 participants
Southeastern Agency Group Inc's Southeastern Agency Group Inc 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 48th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #5,657 in Other Services (8,398 peers)
2022 asset change
Southeastern Agency Group Inc 401(k) Profit Sharing Plan & Trust declined sharply 20.0% in 2022 ($5M → $4M) for 25 participants.
- #5,657
- in Other Services (8,398 peers)
- -20.0%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southeastern Agency Group Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Other Services and all filers
Southeastern Agency Group Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,332,885 48th percentile higher than 48% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Southeastern Agency Group Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southeastern Agency Group Inc 401(k) Profit Sharing Plan & Trust is a small filing (25 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 200097068 · Southeastern Agency Group Inc PY 2022 · 401(k)
Southeastern Agency Group Inc 401(k) Profit Sharing Plan & Trust · $4M · 25 · 48th
- TYPE $4M
- TYPE 25
- TYPE 48th
- TYPE 401(k)
- TYPE near Oci Holdings 401(k) Plan
- TYPE ind #5657
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in North Carolina →
Southeastern Agency Group Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Southeastern Agency Group Inc years around the 2022 move
Sponsor-wide plan assets over time
All Southeastern Agency Group Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $4M |
| 2023 | 1 | 24 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$1M |
| Employer EIN | 200097068 |
| Plan Effective Date | 1986-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Southeastern Agency Group Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Oci Holdings 401(k) Plan in TX ($4M); by covered participants it is Applied Video Technology, Inc. Profit Sharing Plan in PA (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Oci Holdings 401(k) Plan (TX) $4M · 301
- Lasalle Southwest 401(k) Plan (LA) $4M · 1,599
- Pacific Ag Rentals, LLC 401(k) Plan (CA) $4M · 193
- Detroit Thermal Systems, LLC Hourly 401(k) Plan (MI) $4M · 422
Similar participant headcount
Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.