401(k) · DOL Form 5500 · 2022

Southern Heat Exchanger Corporation 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
80
Participants Small participant base
57th
Percentile by assets National rank
$85,238
Avg per participant Below avg balance/head
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Official DOL plan name: Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan · Sponsored by Southern Heat Exchanger Corporation · Alabama · Manufacturing

$7M in assets, 80 participants

Southern Heat Exchanger Corporation's Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan reported $7M in total assets and 80 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #8,725 in Manufacturing (20,602 peers)

Southern Heat Exchanger Corporation multi-year trail

Southern Heat Exchanger Corporation's plans moved +53.4% in assets from 2022 to 2024; this filing shows Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan at $7M / 80 participants.

#8,725
in Manufacturing (20,602 peers)
-13.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,819,055 Top 43% higher than 57% 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

Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan is a small filing (80 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 630455815 · Southern Heat Exchanger Corporation PY 2022 · 401(k)

Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan · $7M · 80 · 57th

  • TYPE $7M
  • NET 80
  • BOOK 57th
  • VS-ST 401(k)
  • BOY near Glenn D. Cohen, M.D., Inc. Discretionary Defined Contribution/401(k) Plan
  • SCH ind #8725

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 Manufacturing retirement plans → · Plans in Alabama →

Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Southern Heat Exchanger Corporation 401(k) Profit Sharing PlanSouthern Heat Exchanger Corp…$7MGlenn D. Cohen, M.D., Inc. Discretionary Defined Contribution/401(k) PlanGlenn D. Cohen, M.D., Inc. D…$7MThe Collected Group Company, LLC Retirement PlanThe Collected Group Company,…$7MSeventh Sense Consulting, LLC 401(k) PlanSeventh Sense Consulting, LL…$7MHissong Group, Inc. & Subsidiaries 401(k) Retirement Savings PlanHissong Group, Inc. & Subsid…$7M
End-of-year total assets ($M) among Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Southern Heat Exchanger Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Southern Heat Exchanger Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$10M 53.42149315411007% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.82M $10.5M ▲ +53.4%
Year Plans Participants Total Assets
2022 1 80 $7M
2023 1 100 $9M
2024 1 124 $10M

Southern Heat Exchanger Corporation filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN630455815
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.006819055 · Participants: 80Southern Heat Exchanger Corporation 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Glenn D. Cohen, M.D., Inc. Discretionary Defined Contribution/401(k) Plan in CA ($7M); by covered participants it is Cea Technologies, Inc. 401(k) Retirement Plan in NY (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan assets move in 2022? ▼
Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan pulled back noticeably - down 13.2% during 2022, from $8M to $7M. Reported net income was -$1M.
How have Southern Heat Exchanger Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Heat Exchanger Corporation's sponsor-wide assets grew 53.4%, from $7M to $10M.
Which 401(k) plans are similar in size to Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Glenn D. Cohen, M.D., Inc. Discretionary Defined Contribution/401(k) Plan in CA ($7M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cea Technologies, Inc. 401(k) Retirement Plan in NY (80 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 630455815.

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.