401(k) · DOL Form 5500 · 2023
Southeast Capital Corporation 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 29
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $503,357
- Avg per participant High balance/head
Official DOL plan name: Southeast Capital Corporation Savings and Employee Stock Ownership Plan · Sponsored by Southeast Capital Corporation · Oklahoma · Finance & Insurance
$15M in assets, 29 participants
Southeast Capital Corporation's Southeast Capital Corporation Savings and Employee Stock Ownership Plan reported $15M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #4,591 in Finance & Insurance (8,869 peers)
Southeast Capital Corporation multi-year trail
Southeast Capital Corporation's plans moved -15.6% in assets from 2022 to 2024; this filing shows Southeast Capital Corporation Savings and Employee Stock Ownership Plan at $15M / 29 participants.
- #4,591
- in Finance & Insurance (8,869 peers)
- -1.2%
- assets change YoY
The plan reported a net loss of $180K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southeast Capital Corporation Savings and Employee Stock Ownership Plan's outsized position by total assets
Southeast Capital Corporation Savings and Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,597,356 Top 33% higher than 67% 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
Southeast Capital Corporation Savings and Employee Stock Ownership 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. Southeast Capital Corporation Savings and Employee Stock Ownership Plan is a small filing (29 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southeast Capital Corporation Savings and Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to -$180K in the plan year 2023 filing.
- Southeast Capital Corporation Savings and Employee Stock Ownership Plan reported participants rose from 26 in the plan year 2022 filing to 29 in the plan year 2023 filing.
- Southeast Capital Corporation Savings and Employee Stock Ownership Plan end-of-year assets fell from $15M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 731069371 · Southeast Capital Corporation PY 2023 · 401(k)
Southeast Capital Corporation Savings and Employee Stock Ownership Plan · $15M · 29 · 67th
- 5500 $15M
- ASSETS 29
- PCT 67th
- EIN 401(k)
- RANK near Interos Inc. 401(k) Plan
- PHOTO ind #4591
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 Oklahoma →
Southeast Capital Corporation Savings and Employee Stock Ownership Plan in the asset neighbourhood
Southeast Capital Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Southeast Capital Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 15.639263504430872% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $15M |
| 2023 | 1 | 29 | $15M |
| 2024 | 1 | 31 | $12M |
Southeast Capital Corporation filing trail (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$180K |
| Employer EIN | 731069371 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.2B · 11,746
- The Williams Investment Plus Plan $1.7B · 5,041
- Oneok, Inc. 401(k) Plan $1.2B · 2,965
- Bok Financial 401(k) Plan $1.0B · 4,766
- Devon Energy Corporation Incentive Savings Plan $933M · 1,858
Southeast Capital Corporation Savings and Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Interos Inc. 401(k) Plan in VA ($15M); by covered participants it is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Interos Inc. 401(k) Plan (VA) $15M · 223
- Total Education Solutions, Inc. 401(k) Plan (CA) $15M · 527
- Halloran Retirement Plan (MA) $15M · 148
- Paradise Tomato Kitchens, Inc. 401(k) Profit Sharing Plan (KY) $15M · 224
Similar participant headcount
Nearest other-state filings by covered participants (29 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.