401(k) · DOL Form 5500 · 2023

Serc Reliability Corporation 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
100
Participants Small participant base
78th
Percentile by assets National rank
$276,246
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Serc Reliability Corporation 401(k) Plan · Sponsored by Serc Reliability Corporation · North Carolina · Utilities

$28M in assets, 100 participants

Serc Reliability Corporation's Serc Reliability Corporation 401(k) Plan reported $28M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #295 in Utilities (721 peers)

Coverage in North Carolina

Serc Reliability Corporation 401(k) Plan covers 100 participants in North Carolina, about 12% of the average North Carolina filer (state average ~819 per filing). Assets: $28M.

#295
in Utilities (721 peers)
+38.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Serc Reliability Corporation 401(k) Plan's outsized position by total assets

Serc Reliability Corporation 401(k) Plan vs every filed plan by assets

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

$27,624,554 Top 22% higher than 78% 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

Serc Reliability Corporation 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Serc Reliability Corporation 401(k) Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Serc Reliability Corporation 401(k) Plan reported net income rose from -$967K in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Serc Reliability Corporation 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Serc Reliability Corporation 401(k) Plan reported participants rose from 94 in the plan year 2022 filing to 100 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 203311003 · Serc Reliability Corporation PY 2023 · 401(k)

Serc Reliability Corporation 401(k) Plan · $28M · 100 · 78th

  • NET $28M
  • BOOK 100
  • VS-ST 78th
  • BOY 401(k)
  • SCH near The Wiremold Company Savings and Retirement Plan
  • EBSA ind #295

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 Utilities retirement plans → · Plans in North Carolina →

Serc Reliability Corporation 401(k) Plan in the asset neighbourhood

Staff Management, Inc. Pooled Employer PlanStaff Management, Inc. Poole…$28MSerc Reliability Corporation 401(k) PlanSerc Reliability Corporation…$28MThe Wiremold Company Savings and Retirement PlanThe Wiremold Company Savings…$28MCsi Support & Development Services 401(k) and Profit Sharing PlanCsi Support & Development Se…$28MEci, Inc. 401(k) Plan$28M
End-of-year total assets ($M) among Serc Reliability Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$28M
Net Income$8M
Employer EIN203311003
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Serc Reliability Corporation)

Sponsor-wide plan assets over time

All Serc Reliability Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$34M 70.99368714466804% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $19.9M $34.1M ▲ +71.0%
Year Plans Participants Total Assets
2022 1 94 $20M
2023 1 100 $28M
2024 1 104 $34M

Nearby 401(k) Plans in North Carolina

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

Serc Reliability Corporation 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Serc Reliability Corporation 401(k) Plan, Total assets ($B): 0.027624554 · Participants: 100Serc Reliability Corporation 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Serc Reliability Corporation 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Serc Reliability Corporation 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is The Wiremold Company Savings and Retirement Plan in CT ($28M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Serc Reliability Corporation 401(k) Plan assets move in 2023? ▼
Serc Reliability Corporation 401(k) Plan surged - up 38.6% during 2023, from $20M to $28M. Reported net income was $8M.
How have Serc Reliability Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Serc Reliability Corporation's sponsor-wide assets grew 71.0%, from $20M to $34M.
Where does Serc Reliability Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Serc Reliability Corporation 401(k) Plan ranks in the 78th 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 Serc Reliability Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Wiremold Company Savings and Retirement Plan in CT ($28M, 218 participants).
Which 401(k) plans cover a similar participant headcount to Serc Reliability Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (100 participants, $370K 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 203311003.

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.