401(k) · DOL Form 5500 · 2022

Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
162
Participants Small participant base
46th
Percentile by assets National rank
$24,415
Avg per participant Low balance/head
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Official DOL plan name: Southport Engineered Systems 401(k) Plan · Sponsored by Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal · Wisconsin · Construction

$4M in assets, 162 participants

Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal's Southport Engineered Systems 401(k) Plan reported $4M in total assets and 162 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #4,417 in Construction (9,927 peers)

Coverage in Wisconsin

Southport Engineered Systems 401(k) Plan covers 162 participants in Wisconsin, about 29% of the average Wisconsin filer (state average ~563 per filing). Assets: $4M.

#4,417
in Construction (9,927 peers)
-11.4%
assets change YoY

The plan reported a net loss of $508K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southport Engineered Systems 401(k) Plan's mid-pack asset rank among Construction and all filers

Southport Engineered Systems 401(k) Plan vs every filed plan by assets

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

$3,955,161 46th percentile higher than 46% 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

Southport Engineered Systems 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. Southport Engineered Systems 401(k) Plan sits mid-pack in the medium band (162 participants).

Plan-year Form 5500 strip

Filing strip 200349155 · Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal PY 2022 · 401(k)

Southport Engineered Systems 401(k) Plan · $4M · 162 · 46th

  • IND $4M
  • EOY 162
  • 5500 46th
  • ASSETS 401(k)
  • PCT near Phillips Plywood Co., Inc. 401(k) Plan
  • EIN ind #4417

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 Wisconsin →

Southport Engineered Systems 401(k) Plan in the asset neighbourhood

Southport Engineered Systems 401(k) PlanSouthport Engineered Systems…$4MPhillips Plywood Co., Inc. 401(k) PlanPhillips Plywood Co., Inc. 4…$4MLegend Seeds, Inc. 401(k) PlanLegend Seeds, Inc. 401(k) Pl…$4MWyoming Center for Sight, P.C. Employees 401(k) Profit Sharing PlanWyoming Center for Sight, P.…$4MNeon One LLC 401(k) Plan$4M
End-of-year total assets ($M) among Southport Engineered Systems 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$508K
Employer EIN200349155
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal)

Sponsor-wide plan assets over time

All Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal plans reported in each filing year

Latest sponsor-wide plan assets
$6M 49.796607521160325% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.96M $5.92M ▲ +49.5%
Year Plans Participants Total Assets
2022 1 162 $4M
2023 1 142 $5M
2024 1 146 $6M

Nearby 401(k) Plans in Wisconsin

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

Southport Engineered Systems 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Southport Engineered Systems 401(k) Plan, Total assets ($B): 0.003955161 · Participants: 162Southport Engineered Systems 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Southport Engineered Systems 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Southport Engineered Systems 401(k) Plan side-by-side with 3 peers →

Southport Engineered Systems 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Phillips Plywood Co., Inc. 401(k) Plan in CA ($4M); by covered participants it is News Communications Inc. 401(k) in TX (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Southport Engineered Systems 401(k) Plan assets move in 2022? ▼
Southport Engineered Systems 401(k) Plan pulled back noticeably - down 11.4% during 2022, from $4M to $4M. Reported net income was -$508K.
How have Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal's sponsor-wide assets grew 49.8%, from $4M to $6M.
Which 401(k) plans are similar in size to Southport Engineered Systems 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phillips Plywood Co., Inc. 401(k) Plan in CA ($4M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Southport Engineered Systems 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is News Communications Inc. 401(k) in TX (162 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 200349155.

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.