401(k) · DOL Form 5500 · 2022

Service Experts LLC 401(k) Plan

Data updated 2026-08-11

$97M
Total assets
3,546
Participants
93rd
Percentile by assets
$27,383
Avg per participant
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Official DOL plan name: Service Experts LLC 401(k) Plan · Sponsored by Service Experts LLC · Texas · Construction

$97M in assets, 3,546 participants

Service Experts LLC's Service Experts LLC 401(k) Plan reported $97M in total assets and 3,546 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 139,126 plans)
  • #9,066 in Construction (9,927 peers)

Coverage in Texas

Service Experts LLC 401(k) Plan covers 3,546 participants in Texas, 5.2x the typical Texas plan (state average ~688 per filing). Assets: $97M.

$97M
total plan assets (2022 EOY)
3,546
covered participants
93rd
percentile by assets (of 139,126 plans)
$27,383
avg assets per participant

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Service Experts LLC 401(k) Plan sits by total assets

Service Experts LLC 401(k) Plan vs every filed plan by assets

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

$97,101,638 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Texas
Industry
Construction

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Service Experts LLC 401(k) Plan reports 3,546 participants - 5.2x that state average ($97M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$114M
Net Assets (End of Year)$97M
Net Income-$17M
Employer EIN621639453
Plan Effective Date2013-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Service Experts LLC)

$80M$100M$120M$140M$160M 202220232024 $97.1M $152M ▲ +56.3%
Total plan assets by year, all Service Experts LLC plans on file
Year Plans Participants Total Assets
2022 1 3,546 $97M
2023 1 3,955 $120M
2024 1 3,675 $152M

Nearby 401(k) Plans in Texas

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

Service Experts LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Service Experts LLC …, Total assets ($B): 0.097101638 · Participants: 3546Service Experts LLC …AT&T Retirement Savi…, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings P…Caterpillar 401(k) S…, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) S…American Airlines, I…, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, I…Dell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Service Experts LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Service Experts LLC 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Service Experts LLC 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Service Experts LLC 401(k) Plan assets move in 2022? ▼
Service Experts LLC 401(k) Plan pulled back noticeably - down 14.6% during 2022, from $114M to $97M. Reported net income was -$17M.
How have Service Experts LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Service Experts LLC's sponsor-wide assets grew 56.3%, from $97M to $152M.
Where does Service Experts LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Service Experts LLC 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Service Experts LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Profit Sharing Plan of Cades Schutte in HI ($97M, 128 participants).

Next read for Service Experts LLC 401(k) Plan

Filing takeaways

Ways to act on Service Experts LLC 401(k) Plan's numbers.

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 621639453.

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.