401(k) · DOL Form 5500 · 2022

Service Experts LLC 401(k) Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size
3,546
Participants Above avg headcount
93rd
Percentile by assets National rank
$27,383
Avg per participant Low balance/head
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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.

  • #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.

#9,066
in Construction (9,927 peers)
-14.6%
assets change YoY
1.0×
vs typical plan assets (national mean)

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.

Service Experts LLC 401(k) Plan's outsized position 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 $2,050,000,000 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

Service Experts LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Service Experts LLC 401(k) Plan lands in the large band (3,546 participants).

DOL schedule card

Filing strip 621639453 · Service Experts LLC PY 2022 · 401(k)

Service Experts LLC 401(k) Plan · $97M · 3,546 · 93rd

  • IND $97M
  • IND 3,546
  • IND 93rd
  • IND 401(k)
  • IND near Profit Sharing Plan of Cades Schutte
  • IND ind #9066

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 Construction retirement plans → · Plans in Texas →

Service Experts LLC 401(k) Plan in the asset neighbourhood

Profit Sharing Plan of Cades SchutteProfit Sharing Plan of Cades…$97MService Experts LLC 401(k) PlanService Experts LLC 401(k) P…$97MSalary Savings Plan for Employees of Bobst North AmericaSalary Savings Plan for Empl…$97M21st Century Fox America Consolidated Savings Plan21st Century Fox America Con…$97MPepsi-Cola Bottlers Standing-in-the-Future 401(k) Multiple Employer PlanPepsi-Cola Bottlers Standing…$97M
End-of-year total assets ($M) among Service Experts LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Service Experts LLC plans reported in each filing year

Latest sponsor-wide plan assets
$152M 56.318406286822885% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $97.1M $152M ▲ +56.3%
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 ($B) Participants Service Experts LLC 401(k) Plan, Total assets ($B): 0.097101638 · Participants: 3546Service Experts LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell 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 →

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

Outside Texas, the nearest 401(k) by assets is Profit Sharing Plan of Cades Schutte in HI ($97M); by covered participants it is Sun Advantage Savings and Investment Plan in MA (3,547 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,546 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 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).
Which 401(k) plans cover a similar participant headcount to Service Experts LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sun Advantage Savings and Investment Plan in MA (3,547 participants, $1.3B 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 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.