UTILI-SERVE, LLC 401(K) PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
UTILI-SERVE, LLC
This 401(k) plan holds $6M in total assets and serves 192 participants as of 2022. It is sponsored by UTILI-SERVE, LLC in North Carolina. The plan reported a net loss of $32K for the year.
What the Filing Says About UTILI-SERVE, LLC 401(K) PLAN
UTILI-SERVE, LLC 401(K) PLAN is a 401(k) retirement plan sponsored by UTILI-SERVE, LLC, headquartered in North Carolina. As of the 2022 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 192 participants across the Utilities industry. The sponsor's EIN on file with the U.S. Department of Labor is 262847595, and the plan has been effective since 2012-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $6M at the beginning of 2022 to $6M at year-end — a decline of 0.6%. Net assets (after liabilities) closed the year at $6M, with reported net income of $-32,275 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 and can be compared against 2 prior plan-year filings from the same sponsor shown below.
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) | $6M |
| Net Assets (End of Year) | $6M |
| Net Income | $-32,275 |
| Plan Type | 401(k) |
| Employer EIN | 262847595 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (UTILI-SERVE, LLC)
| 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.
- THE BANK OF AMERICA 401(K) PLAN $54.8B · 173,899
- HONEYWELL 401(K) PLAN $15.4B · 40,004
- DUKE ENERGY RETIREMENT SAVINGS PLAN $10.4B · 28,121
- TRUIST FINANCIAL CORPORATION 401(K) SAVINGS PLAN $10.1B · 55,480
- NUCOR CORPORATION PROFIT SHARING AND RETIREMENT SAVINGS PLAN $8.5B · 24,174
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the UTILI-SERVE, LLC 401(K) PLAN? ▼
What type of plan is UTILI-SERVE, LLC 401(K) PLAN? ▼
Who sponsors the UTILI-SERVE, LLC 401(K) PLAN? ▼
How did UTILI-SERVE, LLC 401(K) PLAN perform in 2022? ▼
Where can I find official filings for UTILI-SERVE, LLC 401(K) PLAN? ▼
How does UTILI-SERVE, LLC 401(K) PLAN compare to other plans? ▼
Explore PlainRetire
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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.