401(k) · DOL Form 5500 · 2022

Southeast, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
432
Participants Below avg headcount
69th
Percentile by assets National rank
$28,505
Avg per participant Low balance/head
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Official DOL plan name: Southeast, Inc. Safe Harbor 401(k) Plan · Sponsored by Southeast, Inc. · Ohio · Healthcare & Social Assistance

$12M in assets, 432 participants

Southeast, Inc.'s Southeast, Inc. Safe Harbor 401(k) Plan reported $12M in total assets and 432 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,844 in Healthcare & Social Assistance (20,060 peers)

Southeast, Inc. multi-year trail

Southeast, Inc.'s plans moved +53.6% in assets from 2022 to 2024; this filing shows Southeast, Inc. Safe Harbor 401(k) Plan at $12M / 432 participants.

#14,844
in Healthcare & Social Assistance (20,060 peers)
-15.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southeast, Inc. Safe Harbor 401(k) Plan's outsized position by total assets

Southeast, Inc. Safe Harbor 401(k) Plan vs every filed plan by assets

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

$12,314,282 Top 31% higher than 69% 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

Southeast, Inc. Safe Harbor 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. Southeast, Inc. Safe Harbor 401(k) Plan sits mid-pack in the medium band (432 participants).

Published 5500 schedule card

Filing strip 310940189 · Southeast, Inc. PY 2022 · 401(k)

Southeast, Inc. Safe Harbor 401(k) Plan · $12M · 432 · 69th

  • SCH $12M
  • SCH 432
  • SCH 69th
  • SCH 401(k)
  • SCH near Lighthouse Worldwide Solutions, Inc. 401(k) Retirement Savings Plan
  • SCH ind #14844

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Southeast, Inc. Safe Harbor 401(k) Plan in the asset neighbourhood

Duraplas, LP 401(k) and Profit Sharing PlanDuraplas, LP 401(k) and Prof…$12MHuman Active Technology, LLC. 401(k) Profit Sharing PlanHuman Active Technology, LLC…$12MSoutheast, Inc. Safe Harbor 401(k) PlanSoutheast, Inc. Safe Harbor …$12MLighthouse Worldwide Solutions, Inc. 401(k) Retirement Savings PlanLighthouse Worldwide Solutio…$12MRange Bank, N.a. 401(k) Plan$12M
End-of-year total assets ($M) among Southeast, Inc. Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Southeast, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Southeast, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 53.55414144324452% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 20222024 $12.3M $18.9M ▲ +53.6%
Year Plans Participants Total Assets
2022 1 432 $12M
2024 1 498 $19M

Southeast, Inc. filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN310940189
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Southeast, Inc. Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Southeast, Inc. Safe Harbor 401(k) Plan, Total assets ($B): 0.012314282 · Participants: 432Southeast, Inc. Safe Harbor 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Southeast, Inc. Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Southeast, Inc. Safe Harbor 401(k) Plan side-by-side with 3 peers →

Southeast, Inc. Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Lighthouse Worldwide Solutions, Inc. 401(k) Retirement Savings Plan in CA ($12M); by covered participants it is Iteris, Inc 401(k) and Stock Ownership Plan in CA (432 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (432 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 Southeast, Inc. Safe Harbor 401(k) Plan assets move in 2022? ▼
Southeast, Inc. Safe Harbor 401(k) Plan declined sharply - down 15.5% during 2022, from $15M to $12M. Reported net income was -$2M.
How have Southeast, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Southeast, Inc.'s sponsor-wide assets grew 53.6%, from $12M to $19M.
Which 401(k) plans are similar in size to Southeast, Inc. Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lighthouse Worldwide Solutions, Inc. 401(k) Retirement Savings Plan in CA ($12M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Southeast, Inc. Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Iteris, Inc 401(k) and Stock Ownership Plan in CA (432 participants, $72M 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 310940189.

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.