401(k) · DOL Form 5500 · 2023

Southeast Property Management, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
36th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southeast Property Management, Inc. 401(k) Plan · Sponsored by Southeast Property Management, Inc. · Florida · Real Estate

$3M in assets, 3 participants

Southeast Property Management, Inc.'s Southeast Property Management, Inc. 401(k) Plan reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,650 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Southeast Property Management, Inc. 401(k) Plan ranks #2,650 of 4,727 2023 filers by assets (840% of the sector average)-$3M for 3 participants.

#2,650
in Real Estate (4,727 peers)
-0.8%
assets change YoY

Southeast Property Management, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Southeast Property Management, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,090,862 36th percentile higher than 36% of 127,068 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 2023

Southeast Property Management, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southeast Property Management, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southeast Property Management, Inc. 401(k) Plan reported net income fell from $110K in the plan year 2022 filing to $45K in the plan year 2023 filing.
  • Southeast Property Management, Inc. 401(k) Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 650170672 · Southeast Property Management, Inc. PY 2023 · 401(k)

Southeast Property Management, Inc. 401(k) Plan · $3M · 3 · 36th

  • PART $3M
  • TYPE 3
  • NET 36th
  • BOOK 401(k)
  • VS-ST near Arkansas Provider Coalition 401(k) Plan
  • BOY ind #2650

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 Real Estate retirement plans → · Plans in Florida →

Southeast Property Management, Inc. 401(k) Plan in the asset neighbourhood

Southeast Property Management, Inc. 401(k) PlanSoutheast Property Managemen…$3MArkansas Provider Coalition 401(k) PlanArkansas Provider Coalition …$3MTortoise Market Research, Inc. 401(k) PlanTortoise Market Research, In…$3MFirst Financial 401(k) Plan$3MCollins Holdings, Inc. 401(k) PlanCollins Holdings, Inc. 401(k…$3M
End-of-year total assets ($M) among Southeast Property Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income$45K
Employer EIN650170672
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeast Property Management, Inc.)

Sponsor-wide plan assets over time

All Southeast Property Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 0.8624932301697346% vs 2022
2024 filing year
$3.08M$3.09M$3.1M$3.11M$3.12M 202220232024 $3.11M $3.09M ▼ -0.6%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 3 $3M
2024 1 3 $3M

Nearby 401(k) Plans in Florida

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

Southeast Property Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Southeast Property Management, Inc. 401(k) Plan, Total assets ($B): 0.003090862 · Participants: 3Southeast Property Management, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Southeast Property Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Southeast Property Management, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Arkansas Provider Coalition 401(k) Plan in AR ($3M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southeast Property Management, Inc. 401(k) Plan assets move in 2023? ▼
Southeast Property Management, Inc. 401(k) Plan held essentially flat - down 0.8% during 2023, from $3M to $3M. Reported net income was $45K.
How have Southeast Property Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southeast Property Management, Inc.'s sponsor-wide assets declined 0.9%, from $3M to $3M.
Which 401(k) plans are similar in size to Southeast Property Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arkansas Provider Coalition 401(k) Plan in AR ($3M, 389 participants).
Which 401(k) plans cover a similar participant headcount to Southeast Property Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 650170672.

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.