401(k) · DOL Form 5500 · 2022

Serc Reliability Corporation 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
94
Participants Small participant base
77th
Percentile by assets National rank
$212,107
Avg per participant Above avg balance/head
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Official DOL plan name: Serc Reliability Corporation 401(k) Plan · Sponsored by Serc Reliability Corporation · North Carolina · Utilities

$20M in assets, 94 participants

Serc Reliability Corporation's Serc Reliability Corporation 401(k) Plan reported $20M in total assets and 94 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #290 in Utilities (738 peers)

Utilities sector rank

Within Utilities, Serc Reliability Corporation 401(k) Plan ranks #290 of 738 2022 filers by assets (2693% of the sector average)-$20M for 94 participants.

#290
in Utilities (738 peers)
-4.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $967K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Serc Reliability Corporation 401(k) Plan's outsized position by total assets

Serc Reliability Corporation 401(k) Plan vs every filed plan by assets

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

$19,938,046 Top 23% higher than 77% 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

Serc Reliability Corporation 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Serc Reliability Corporation 401(k) Plan is a small filing (94 participants) on this national headcount ladder.

DOL schedule card

Filing strip 203311003 · Serc Reliability Corporation PY 2022 · 401(k)

Serc Reliability Corporation 401(k) Plan · $20M · 94 · 77th

  • 5500 $20M
  • ASSETS 94
  • PCT 77th
  • EIN 401(k)
  • RANK near Cullman Primary Care, P.C. 401(k) Profit Sharing Plan
  • PHOTO ind #290

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 Utilities retirement plans → · Plans in North Carolina →

Serc Reliability Corporation 401(k) Plan in the asset neighbourhood

Serc Reliability Corporation 401(k) PlanSerc Reliability Corporation…$20MCullman Primary Care, P.C. 401(k) Profit Sharing PlanCullman Primary Care, P.C. 4…$20MDrivetrain Group Holding Corporation Employee Savings PlanDrivetrain Group Holding Cor…$20MQvest.US, LLC$20MEl Dorado Furniture 401(k) PlanEl Dorado Furniture 401(k) P…$20M
End-of-year total assets ($M) among Serc Reliability Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utilities filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$20M
Net Income-$967K
Employer EIN203311003
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Serc Reliability Corporation)

Sponsor-wide plan assets over time

All Serc Reliability Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$34M 70.99368714466804% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $19.9M $34.1M ▲ +71.0%
Year Plans Participants Total Assets
2022 1 94 $20M
2023 1 100 $28M
2024 1 104 $34M

Nearby 401(k) Plans in North Carolina

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

Serc Reliability Corporation 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Serc Reliability Corporation 401(k) Plan, Total assets ($B): 0.019938046 · Participants: 94Serc Reliability Corporation 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
Serc Reliability Corporation 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Serc Reliability Corporation 401(k) Plan side-by-side with 3 peers →

Serc Reliability Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Cullman Primary Care, P.C. 401(k) Profit Sharing Plan in AL ($20M); by covered participants it is Coforge Bpm, Inc. 401(k) Plan in ID (94 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Serc Reliability Corporation 401(k) Plan assets move in 2022? ▼
Serc Reliability Corporation 401(k) Plan edged down modestly - down 4.6% during 2022, from $21M to $20M. Reported net income was -$967K.
How have Serc Reliability Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Serc Reliability Corporation's sponsor-wide assets grew 71.0%, from $20M to $34M.
Where does Serc Reliability Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Serc Reliability Corporation 401(k) Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Serc Reliability Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cullman Primary Care, P.C. 401(k) Profit Sharing Plan in AL ($20M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Serc Reliability Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coforge Bpm, Inc. 401(k) Plan in ID (94 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 203311003.

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.