401(k) · DOL Form 5500 · 2023
Serco Inc. 401(k) Plan
Data updated 2026-08-25
- $661M
- Total assets Above avg plan size
- 7,688
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $85,966
- Avg per participant Below avg balance/head
Official DOL plan name: Serco Inc. 401(k) Retirement Plan · Sponsored by Serco Inc. · Virginia · Professional & Technical Services
$661M in assets, 7,688 participants
Serco Inc.'s Serco Inc. 401(k) Retirement Plan reported $661M in total assets and 7,688 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #20,048 in Professional & Technical Services (20,321 peers)
Coverage in Virginia
Serco Inc. 401(k) Retirement Plan covers 7,688 participants in Virginia, 9.8x the typical Virginia plan (state average ~782 per filing). Assets: $661M.
- #20,048
- in Professional & Technical Services (20,321 peers)
- +19.7%
- assets growth YoY
- 6.6×
- vs typical plan assets (national mean)
Serco Inc. 401(k) Retirement Plan's outsized position by total assets
Serco Inc. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$660,904,262 Top 2% higher than 98% 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
Serco Inc. 401(k) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Serco Inc. 401(k) Retirement Plan lands in the large band (7,688 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Serco Inc. 401(k) Retirement Plan reported net income rose from -$66M in the plan year 2022 filing to $109M in the plan year 2023 filing.
- Serco Inc. 401(k) Retirement Plan end-of-year assets rose from $552M in the plan year 2022 filing to $661M in the plan year 2023 filing.
- Serco Inc. 401(k) Retirement Plan reported participants fell from 7,889 in the plan year 2022 filing to 7,688 in the plan year 2023 filing.
DOL schedule card
Filing strip 222902286 · Serco Inc. PY 2023 · 401(k)
Serco Inc. 401(k) Retirement Plan · $661M · 7,688 · 98th
- BOY $661M
- BOY 7,688
- BOY 98th
- BOY 401(k)
- BOY near Universal Orlando 401(k) Retirement Plan
- BOY ind #20048
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 Professional & Technical Services retirement plans → · Plans in Virginia →
Serco Inc. 401(k) Retirement Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $552M |
|---|---|
| Net Assets (End of Year) | $661M |
| Net Income | $109M |
| Employer EIN | 222902286 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Serco Inc.)
Sponsor-wide plan assets over time
All Serco Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $744M 34.73166446589676% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,889 | $552M |
| 2023 | 1 | 7,688 | $661M |
| 2024 | 1 | 7,402 | $744M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Scale composition for Serco Inc. 401(k) Retirement Plan
Serco Inc. 401(k) Retirement Plan reports $661M in end-of-year assets across 7,688 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $85,966 per participant (62% of the national average assets-per-participant) . Net income for plan year 2023 was $109M.
This plan identity (EIN 222902286, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $552M to $744M (+34.7%) while covered participants moved from 7,889 to 7,402 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,889 | $552M | Open filing |
| 2023 | 7,688 | $661M | This page |
| 2024 · index core | 7,402 | $744M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Serco Inc. 401(k) Retirement Plan (401(k), $744M, 7,402 participants)
Serco Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Universal Orlando 401(k) Retirement Plan in FL ($661M); by covered participants it is Western Digital Corporation 401(k) Plan in CA (7,690 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($661M here).
- Universal Orlando 401(k) Retirement Plan (FL) $661M · 19,075
- Wintrust Financial Corporation Retirement Savings Plan (IL) $661M · 5,151
- Kelsey-Seybold 401(k) Plan (MN) $661M · 5,306
- Zillow Group 401(k) Plan (WA) $662M · 5,644
Similar participant headcount
Nearest other-state filings by covered participants (7,688 participants); asset peers above are excluded.
- Western Digital Corporation 401(k) Plan (CA) 7,690 · 2 off
- Amended and Restated Savings Fund Plan for Employees of 84 Lumber Company (PA) 7,685 · 3 off
- Papa John's International, Inc. 401(k) Plan (GA) 7,695 · 7 off
- Mavis Tire Supply LLC 401(k) Plan (NY) 7,681 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.