401(k) · DOL Form 5500 · 2023
Emcor Securities, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $2.5M
- Avg per participant High balance/head
Official DOL plan name: Emcor Securities, Inc. 401(k) Plan · Sponsored by Emcor Securities, Inc. · Vermont · Finance & Insurance
$10M in assets, 4 participants
Emcor Securities, Inc.'s Emcor Securities, Inc. 401(k) Plan reported $10M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #3,859 in Finance & Insurance (8,869 peers)
What the 2023 filing shows
Emcor Securities, Inc. 401(k) Plan holds $10M for 4 participants - about $2.5M per participant, above the median plan by assets.
- #3,859
- in Finance & Insurance (8,869 peers)
- +4.5%
- assets growth YoY
Emcor Securities, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Emcor Securities, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,091,770 Top 41% higher than 59% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Emcor Securities, 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. Emcor Securities, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Emcor Securities, Inc. 401(k) Plan reported net income rose from -$17K in the plan year 2022 filing to $437K in the plan year 2023 filing.
- Emcor Securities, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 133419711 · Emcor Securities, Inc. PY 2023 · 401(k)
Emcor Securities, Inc. 401(k) Plan · $10M · 4 · 59th
- ASSETS $10M
- ASSETS 4
- ASSETS 59th
- ASSETS 401(k)
- ASSETS near Boxer Property 401(k) Plan
- ASSETS ind #3859
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 Finance & Insurance retirement plans → · Plans in Vermont →
Emcor Securities, Inc. 401(k) Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $437K |
| Employer EIN | 133419711 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Emcor Securities, Inc.)
Sponsor-wide plan assets over time
All Emcor Securities, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 6.17727320467838% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $10M |
| 2023 | 1 | 4 | $10M |
| 2024 | 1 | 4 | $10M |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The University of Vermont Medical Center 403(b) Plan $2.0B · 11,162
- National Life Group 401(k) Plan $298M · 1,219
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $220M · 519
- Husky Retirement Savings $153M · 551
- Incentive Retirement Plan for Employees of PC Construction Company $136M · 442
Emcor Securities, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Vermont, the nearest 401(k) by assets is Boxer Property 401(k) Plan in TX ($10M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Boxer Property 401(k) Plan (TX) $10M · 711
- Miller's Textile Services, Inc. 401(k) Profit Sharing Plan (OH) $10M · 202
- Star-Ledger / Nmdu 401(k) Savings Plan (NJ) $10M · 25
- Gerald Jones Automotive Group 401(k) Plan (GA) $10M · 250
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.