401(k) · DOL Form 5500 · 2022
Spx Enterprises, LLC 401(k) Plan
Data updated 2026-08-11
- $687M
- Total assets
- 2,664
- Participants
- 98th
- Percentile by assets
- $257,996
- Avg per participant
Official DOL plan name: Spx Retirement Savings and Stock Ownership Plan · Sponsored by Spx Enterprises, LLC · North Carolina · Manufacturing
$687M in assets, 2,664 participants
Spx Enterprises, LLC's Spx Retirement Savings and Stock Ownership Plan reported $687M in total assets and 2,664 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #20,039 in Manufacturing (20,602 peers)
Coverage in North Carolina
Spx Retirement Savings and Stock Ownership Plan covers 2,664 participants in North Carolina, 3.3x the typical North Carolina plan (state average ~819 per filing). Assets: $687M.
- $687M
- total plan assets (2022 EOY)
- 2,664
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $257,996
- avg assets per participant
The plan reported a net loss of $212M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Spx Retirement Savings and Stock Ownership Plan reports 2,664 participants - 3.3x that state average ($687M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $899M |
|---|---|
| Net Assets (End of Year) | $687M |
| Net Income | -$212M |
| Employer EIN | 881769617 |
| Plan Effective Date | 1952-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spx Enterprises, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,972 | $864M |
| 2023 | 3 | 3,133 | $997M |
| 2024 | 3 | 3,766 | $1.1B |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Spx Retirement Savings and Stock Ownership Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Spx Retirement Savings and Stock Ownership Plan by total assets, not by location.
- Swinerton 401(k) & Savings Plan (CA) $687M · 2,147
- Kwik Trip Profit Sharing 401(k) Plan (WI) $687M · 23,221
- Michael Baker International 401(k) Plan (PA) $687M · 3,250
- Schlage Lock Company LLC Employee Savings Plan (IN) $686M · 3,605
Frequently Asked Questions
How did Spx Retirement Savings and Stock Ownership Plan assets move in 2022? ▼
How have Spx Enterprises, LLC plan assets changed over time? ▼
Where does Spx Retirement Savings and Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Spx Retirement Savings and Stock Ownership Plan's numbers.
- By total assets, Spx Retirement Savings and Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Spx Enterprises, LLC's sponsor-wide assets have grown 30.4% since 2022 across 3 plan years on file. More Manufacturing plans