401(k) · DOL Form 5500 · 2022

Southeast Mechanical LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
167
Participants Small participant base
37th
Percentile by assets National rank
$14,534
Avg per participant Low balance/head
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Official DOL plan name: Southeast Mechanical LLC 401(k) Plan · Sponsored by Southeast Mechanical LLC · North Carolina · Construction

$2M in assets, 167 participants

Southeast Mechanical LLC's Southeast Mechanical LLC 401(k) Plan reported $2M in total assets and 167 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,434 in Construction (9,927 peers)

Coverage in North Carolina

Southeast Mechanical LLC 401(k) Plan covers 167 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $2M.

#3,434
in Construction (9,927 peers)
-30.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southeast Mechanical LLC 401(k) Plan's mid-pack asset rank among Construction and all filers

Southeast Mechanical LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,427,229 37th percentile higher than 37% of 139,123 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 2022

Southeast Mechanical LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southeast Mechanical LLC 401(k) Plan sits mid-pack in the medium band (167 participants).

DOL schedule card

Filing strip 844771473 · Southeast Mechanical LLC PY 2022 · 401(k)

Southeast Mechanical LLC 401(k) Plan · $2M · 167 · 37th

  • PCT $2M
  • PCT 167
  • PCT 37th
  • PCT 401(k)
  • PCT near Elite Corporation 401(k) Profit Sharing Plan
  • PCT ind #3434

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 North Carolina →

Southeast Mechanical LLC 401(k) Plan in the asset neighbourhood

Southeast Mechanical LLC 401(k) PlanSoutheast Mechanical LLC 401…$2MElite Corporation 401(k) Profit Sharing PlanElite Corporation 401(k) Pro…$2MNorman Keil Nurseries Inc. 401(k) PlanNorman Keil Nurseries Inc. 4…$2MIvan S. Zackheim 401(k) Profit Sharing PlanIvan S. Zackheim 401(k) Prof…$2MRenteria Vineyard Management 401(k) PlanRenteria Vineyard Management…$2M
End-of-year total assets ($M) among Southeast Mechanical LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$2M
Net Income-$1M
Employer EIN844771473
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeast Mechanical LLC)

Sponsor-wide plan assets over time

All Southeast Mechanical LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 190.96920809696985% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $2.43M $7.06M ▲ +190.5%
Year Plans Participants Total Assets
2022 1 167 $2M
2023 1 148 $5M
2024 1 284 $7M

Nearby 401(k) Plans in North Carolina

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

Southeast Mechanical LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Southeast Mechanical LLC 401(k) Plan, Total assets ($B): 0.002427229 · Participants: 167Southeast Mechanical LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Southeast Mechanical LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Southeast Mechanical LLC 401(k) Plan side-by-side with 3 peers →

Southeast Mechanical LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Elite Corporation 401(k) Profit Sharing Plan in TX ($2M); by covered participants it is 1st Constitution Bank 401(k) Retirement Savings Plan in NJ (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southeast Mechanical LLC 401(k) Plan assets move in 2022? ▼
Southeast Mechanical LLC 401(k) Plan contracted severely - down 30.7% during 2022, from $4M to $2M. Reported net income was -$1M.
How have Southeast Mechanical LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southeast Mechanical LLC's sponsor-wide assets grew 191.0%, from $2M to $7M.
Which 401(k) plans are similar in size to Southeast Mechanical LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elite Corporation 401(k) Profit Sharing Plan in TX ($2M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Southeast Mechanical LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 1st Constitution Bank 401(k) Retirement Savings Plan in NJ (167 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 844771473.

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.