401(k) · DOL Form 5500 · 2023

Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
142
Participants Small participant base
43rd
Percentile by assets National rank
$33,155
Avg per participant Low balance/head
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Official DOL plan name: Southport Engineered Systems 401(k) Plan · Sponsored by Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal · Wisconsin · Construction

$5M in assets, 142 participants

Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal's Southport Engineered Systems 401(k) Plan reported $5M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #3,705 in Construction (9,030 peers)

Coverage in Wisconsin

Southport Engineered Systems 401(k) Plan covers 142 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.

#3,705
in Construction (9,030 peers)
+19.0%
assets growth YoY

Southport Engineered Systems 401(k) Plan's mid-pack asset rank among Construction and all filers

Southport Engineered Systems 401(k) Plan vs every filed plan by assets

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

$4,708,028 43rd percentile higher than 43% 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

Southport Engineered Systems 401(k) 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. Southport Engineered Systems 401(k) Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southport Engineered Systems 401(k) Plan reported net income rose from -$508K in the plan year 2022 filing to $753K in the plan year 2023 filing.
  • Southport Engineered Systems 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Southport Engineered Systems 401(k) Plan reported participants fell from 162 in the plan year 2022 filing to 142 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 200349155 · Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal PY 2023 · 401(k)

Southport Engineered Systems 401(k) Plan · $5M · 142 · 43rd

  • RANK $5M
  • RANK 142
  • RANK 43rd
  • RANK 401(k)
  • RANK near Martin Commercial Properties Employees 401(k) Plan
  • RANK ind #3705

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 Construction retirement plans → · Plans in Wisconsin →

Southport Engineered Systems 401(k) Plan in the asset neighbourhood

Southport Engineered Systems 401(k) PlanSouthport Engineered Systems…$5MMartin Commercial Properties Employees 401(k) PlanMartin Commercial Properties…$5MMartin, Goodrich & Waddell, Inc. 401(k) Profit Sharing Plan & TrustMartin, Goodrich & Waddell, …$5MSilver Lake Specialized Rehabilitation & Care Center 401(k) PlanSilver Lake Specialized Reha…$5MOregonians Credit Union Retirement PlanOregonians Credit Union Reti…$5M
End-of-year total assets ($M) among Southport Engineered Systems 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$753K
Employer EIN200349155
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal)

Sponsor-wide plan assets over time

All Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal plans reported in each filing year

Latest sponsor-wide plan assets
$6M 49.796607521160325% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.96M $5.92M ▲ +49.5%
Year Plans Participants Total Assets
2022 1 162 $4M
2023 1 142 $5M
2024 1 146 $6M

Nearby 401(k) Plans in Wisconsin

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

Southport Engineered Systems 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Southport Engineered Systems 401(k) Plan, Total assets ($B): 0.004708028 · Participants: 142Southport Engineered Systems 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Southport Engineered Systems 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Southport Engineered Systems 401(k) Plan side-by-side with 3 peers →

Southport Engineered Systems 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Martin Commercial Properties Employees 401(k) Plan in MI ($5M); by covered participants it is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Southport Engineered Systems 401(k) Plan assets move in 2023? ▼
Southport Engineered Systems 401(k) Plan grew sharply - up 19.0% during 2023, from $4M to $5M. Reported net income was $753K.
How have Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal's sponsor-wide assets grew 49.8%, from $4M to $6M.
Which 401(k) plans are similar in size to Southport Engineered Systems 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Martin Commercial Properties Employees 401(k) Plan in MI ($5M, 38 participants).
Which 401(k) plans cover a similar participant headcount to Southport Engineered Systems 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants, $12M 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 200349155.

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.