Southeastern Equipment Co., Inc. Retirement Savings 401(k) Plan

Compiled by PlainRetire Editorial, Retirement Plans Editorial Team

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Southeastern Equipment Co., Inc. · Ohio · Real Estate

What the 2023 filing shows

Southeastern Equipment Co., Inc. Retirement Savings 401(k) Plan holds $5M for 192 participants - about $28,548 per participant, down 14.6% over the 2022 plan year.

$5M
total plan assets (2022 EOY): 192
covered participants: $28,548
avg assets per participant: -14.6%
assets change YoY

The plan reported a net loss of $938K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)

$5M

Participants

192

State

Ohio

Industry

Real Estate

What the Filing Says About Southeastern Equipment Co., Inc. Retirement Savings 401(k) Plan

Southeastern Equipment Co., Inc. Retirement Savings 401(k) Plan is a 401(k) retirement plan sponsored by Southeastern Equipment Co., Inc., headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 192 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 341503254, and the plan has been effective since 1995-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2022 to $5M at year-end — a decline of 14.6%. Net assets (after liabilities) closed the year at $5M, with reported net income of $-938,256 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$6M
Total Assets (End of Year)	$5M
Net Assets (End of Year)	$5M
Net Income	$-938,256
Plan Type	401(k)
Employer EIN	341503254
Plan Effective Date	1995-01-01
Filing Status	FILING RECEIVED

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Frequently Asked Questions

How much money is in the Southeastern Equipment Co., Inc. Retirement Savings 401(k) Plan? ▼

As of the 2022 Form 5500 filing, Southeastern Equipment Co., Inc. Retirement Savings 401(k) Plan holds $5M in total assets with 192 participants. It is sponsored by Southeastern Equipment Co., Inc..

What type of plan is Southeastern Equipment Co., Inc. Retirement Savings 401(k) Plan? ▼

Southeastern Equipment Co., Inc. Retirement Savings 401(k) Plan is a 401(k) plan. It has been effective since 1995-01-01. The plan is filed with the U.S. Department of Labor under EIN 341503254.

Who sponsors the Southeastern Equipment Co., Inc. Retirement Savings 401(k) Plan? ▼

Southeastern Equipment Co., Inc. Retirement Savings 401(k) Plan is sponsored by Southeastern Equipment Co., Inc., located in Ohio. The sponsor's EIN is 341503254 and the plan operates in the Real Estate industry.

How did Southeastern Equipment Co., Inc. Retirement Savings 401(k) Plan perform in 2022? ▼

Southeastern Equipment Co., Inc. Retirement Savings 401(k) Plan declined by 14.6% during 2022, moving from $6M to $5M in total assets. Net income was $-938,256.

Where can I find official filings for Southeastern Equipment Co., Inc. Retirement Savings 401(k) Plan? ▼

Official Form 5500 filings for Southeastern Equipment Co., Inc. Retirement Savings 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 341503254 or plan name at efast.dol.gov.

How does Southeastern Equipment Co., Inc. Retirement Savings 401(k) Plan compare to other plans? ▼

You can compare Southeastern Equipment Co., Inc. Retirement Savings 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.