401(k) · DOL Form 5500 · 2023

Amerex Corporation 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
439
Participants Below avg headcount
85th
Percentile by assets National rank
$109,157
Avg per participant Below avg balance/head
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Official DOL plan name: Amerex Corporation 401(k) Savings Plan · Sponsored by Amerex Corporation · Alabama · Manufacturing

$48M in assets, 439 participants

Amerex Corporation's Amerex Corporation 401(k) Savings Plan reported $48M in total assets and 439 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,700 in Manufacturing (18,722 peers)

Where Amerex Corporation 401(k) Savings Plan sits by assets

Amerex Corporation 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $48M for 439 participants (~$109,157/participant), up 9.0% in 2023.

#14,700
in Manufacturing (18,722 peers)
+9.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Amerex Corporation 401(k) Savings Plan's outsized position by total assets

Amerex Corporation 401(k) Savings Plan vs every filed plan by assets

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

$47,919,769 Top 15% higher than 85% 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

Amerex Corporation 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amerex Corporation 401(k) Savings Plan sits mid-pack in the medium band (439 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amerex Corporation 401(k) Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Amerex Corporation 401(k) Savings Plan end-of-year assets rose from $44M in the plan year 2022 filing to $48M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 630595141 · Amerex Corporation PY 2023 · 401(k)

Amerex Corporation 401(k) Savings Plan · $48M · 439 · 85th

  • NET $48M
  • NET 439
  • NET 85th
  • NET 401(k)
  • NET near Houston Engineering, Inc. 401(k) Profit Sharing Plan
  • NET ind #14700

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 →

Amerex Corporation 401(k) Savings Plan in the asset neighbourhood

Amerex Corporation 401(k) Savings PlanAmerex Corporation 401(k) Sa…$48MHouston Engineering, Inc. 401(k) Profit Sharing PlanHouston Engineering, Inc. 40…$48MVenture Construction Company Profit Sharing Plan and TrustVenture Construction Company…$48MRaba Kistner, Inc. Profit Sharing 401(k) PlanRaba Kistner, Inc. Profit Sh…$48MPresence Marketing, LLC Retirement PlanPresence Marketing, LLC Reti…$48M
End-of-year total assets ($M) among Amerex Corporation 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$48M
Net Income$4M
Employer EIN630595141
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amerex Corporation)

Sponsor-wide plan assets over time

All Amerex Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$54M 21.836726522007513% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $44M $53.6M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 436 $44M
2023 1 439 $48M
2024 1 439 $54M

Nearby 401(k) Plans in Alabama

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

Amerex Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Amerex Corporation 401(k) Savings Plan, Total assets ($B): 0.047919769 · Participants: 439Amerex Corporation 401(k) Savings PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Amerex Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

Amerex Corporation 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Houston Engineering, Inc. 401(k) Profit Sharing Plan in ND ($48M); by covered participants it is Pinnergy, Ltd. 401(k) Plan in TX (439 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (439 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 Amerex Corporation 401(k) Savings Plan assets move in 2023?
Amerex Corporation 401(k) Savings Plan grew at a solid clip - up 9.0% during 2023, from $44M to $48M. Reported net income was $4M.
How have Amerex Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Amerex Corporation's sponsor-wide assets grew 21.8%, from $44M to $54M.
Where does Amerex Corporation 401(k) Savings Plan rank by assets among Form 5500 filers?
Amerex Corporation 401(k) Savings Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Amerex Corporation 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Houston Engineering, Inc. 401(k) Profit Sharing Plan in ND ($48M, 249 participants).
Which 401(k) plans cover a similar participant headcount to Amerex Corporation 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Pinnergy, Ltd. 401(k) Plan in TX (439 participants, $8M in assets).