401(k) · DOL Form 5500 · 2022

Set and Service Resources, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
661
Participants Below avg headcount
37th
Percentile by assets National rank
$3,779
Avg per participant Low balance/head
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Official DOL plan name: Set and Service Resources 401(k) Plan · Sponsored by Set and Service Resources, LLC · North Carolina · Professional & Technical Services

$2M in assets, 661 participants

Set and Service Resources, LLC's Set and Service Resources 401(k) Plan reported $2M in total assets and 661 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,364 in Professional & Technical Services (21,562 peers)

2022 asset change

Set and Service Resources 401(k) Plan grew sharply 19.4% in 2022 ($2M → $2M) for 661 participants.

#7,364
in Professional & Technical Services (21,562 peers)
+19.4%
assets growth YoY

Set and Service Resources 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Set and Service Resources 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,497,648 37th percentile higher than 37% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Set and Service Resources 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Set and Service Resources 401(k) Plan sits mid-pack in the medium band (661 participants).

DOL schedule card

Filing strip 263902287 · Set and Service Resources, LLC PY 2022 · 401(k)

Set and Service Resources 401(k) Plan · $2M · 661 · 37th

  • BOOK $2M
  • BOOK 661
  • BOOK 37th
  • BOOK 401(k)
  • BOOK near Shinn 401(k) Retirement Plan
  • BOOK ind #7364

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Set and Service Resources 401(k) Plan in the asset neighbourhood

Set and Service Resources 401(k) PlanSet and Service Resources 40…$2MShinn 401(k) Retirement Plan$2MAdmiral Glass & Mirror 401(k) PlanAdmiral Glass & Mirror 401(k…$2MSalem University 401(k) Plan$2MHas Images Inc 401(k) Profit Sharing Plan TrustHas Images Inc 401(k) Profit…$2M
End-of-year total assets ($M) among Set and Service Resources 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Set and Service Resources, LLC years around the 2022 move

Sponsor-wide plan assets over time

All Set and Service Resources, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$1M$2M$3M 20222023 $2.5M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 661 $2M
2023 1 738 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$405K
Employer EIN263902287
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Set and Service Resources 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Set and Service Resources 401(k) Plan, Total assets ($B): 0.002497648 · Participants: 661Set and Service Resources 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Set and Service Resources 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Set and Service Resources 401(k) Plan side-by-side with 3 peers →

Set and Service Resources 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Shinn 401(k) Retirement Plan in IA ($2M); by covered participants it is Creative Management Inc. 401(k) P/S Plan in IA (661 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (661 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.

Frequently Asked Questions

How did Set and Service Resources 401(k) Plan assets move in 2022? ▼
Set and Service Resources 401(k) Plan grew sharply - up 19.4% during 2022, from $2M to $2M. Reported net income was $405K.
Which 401(k) plans are similar in size to Set and Service Resources 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shinn 401(k) Retirement Plan in IA ($2M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Set and Service Resources 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Creative Management Inc. 401(k) P/S Plan in IA (661 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 263902287.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.