401(k) · DOL Form 5500 · 2022

Utili-Serve, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
192
Participants Below avg headcount
53rd
Percentile by assets National rank
$29,454
Avg per participant Low balance/head
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Official DOL plan name: Utili-Serve, LLC 401(k) Plan · Sponsored by Utili-Serve, LLC · North Carolina · Utilities

$6M in assets, 192 participants

Utili-Serve, LLC's Utili-Serve, LLC 401(k) Plan reported $6M in total assets and 192 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #155 in Utilities (738 peers)

Coverage in North Carolina

Utili-Serve, LLC 401(k) Plan covers 192 participants in North Carolina, about 23% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#155
in Utilities (738 peers)
-0.6%
assets change YoY

The plan reported a net loss of $32K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Utili-Serve, LLC 401(k) Plan's mid-pack asset rank among Utilities and all filers

Utili-Serve, LLC 401(k) Plan vs every filed plan by assets

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

$5,655,100 Top 47% higher than 53% 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

Utili-Serve, LLC 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. Utili-Serve, LLC 401(k) Plan sits mid-pack in the medium band (192 participants).

EBSA filing schedule strip

Filing strip 262847595 · Utili-Serve, LLC PY 2022 · 401(k)

Utili-Serve, LLC 401(k) Plan · $6M · 192 · 53rd

  • IND $6M
  • EOY 192
  • 5500 53rd
  • ASSETS 401(k)
  • PCT near Marsh Ventures Inc 401(k) Profit Sharing Plan & Trust
  • EIN ind #155

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 Utilities retirement plans → · Plans in North Carolina →

Utili-Serve, LLC 401(k) Plan in the asset neighbourhood

Utili-Serve, LLC 401(k) Plan$6MMarsh Ventures Inc 401(k) Profit Sharing Plan & TrustMarsh Ventures Inc 401(k) Pr…$6MSkyland Distributing Company, Inc. 401(k) PlanSkyland Distributing Company…$6MJohn Ball Zoo 401(k) Profit Sharing PlanJohn Ball Zoo 401(k) Profit …$6MComniscient Technologies, LLC 401(k) P/S PlanComniscient Technologies, LL…$6M
End-of-year total assets ($M) among Utili-Serve, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$32K
Employer EIN262847595
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Utili-Serve, LLC)

Sponsor-wide plan assets over time

All Utili-Serve, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 73.39062085551096% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.66M $9.81M ▲ +73.3%
Year Plans Participants Total Assets
2022 1 192 $6M
2023 1 221 $8M
2024 1 271 $10M

Nearby 401(k) Plans in North Carolina

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

Utili-Serve, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Utili-Serve, LLC 401(k) Plan, Total assets ($B): 0.0056551 · Participants: 192Utili-Serve, LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Utili-Serve, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Utili-Serve, LLC 401(k) Plan side-by-side with 3 peers →

Utili-Serve, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Marsh Ventures Inc 401(k) Profit Sharing Plan & Trust in CA ($6M); by covered participants it is Discovery Living, Inc. 401(k) Plan in IA (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 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 Utili-Serve, LLC 401(k) Plan assets move in 2022? ▼
Utili-Serve, LLC 401(k) Plan held essentially flat - down 0.6% during 2022, from $6M to $6M. Reported net income was -$32K.
How have Utili-Serve, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utili-Serve, LLC's sponsor-wide assets grew 73.4%, from $6M to $10M.
Which 401(k) plans are similar in size to Utili-Serve, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marsh Ventures Inc 401(k) Profit Sharing Plan & Trust in CA ($6M, 50 participants).
Which 401(k) plans cover a similar participant headcount to Utili-Serve, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Discovery Living, Inc. 401(k) Plan in IA (192 participants, $2M 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 262847595.

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.