401(k) · DOL Form 5500 · 2023

Set and Service Resources, LLC 401(k) Plan

Data updated 2026-08-25

N/A
Total assets
738
Participants Near avg headcount
PlainRetire home → About this data RSS: change history

Official DOL plan name: Set and Service Resources 401(k) Plan · Sponsored by Set and Service Resources, LLC · North Carolina · Professional & Technical Services

N/A in assets, 738 participants

Set and Service Resources, LLC's Set and Service Resources 401(k) Plan reported N/A in total assets and 738 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

What the 2023 filing shows

Set and Service Resources 401(k) Plan holds N/A for 738 participants.

$440K
reported net income

Set and Service Resources 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Set and Service Resources 401(k) Plan sits mid-pack in the medium band (738 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Set and Service Resources 401(k) Plan reported participants rose from 661 in the plan year 2022 filing to 738 in the plan year 2023 filing.
  • Set and Service Resources 401(k) Plan reported net income rose from $405K in the plan year 2022 filing to $440K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 263902287 · Set and Service Resources, LLC PY 2023 · 401(k)

Set and Service Resources 401(k) Plan · N/A · 738

  • EBSA N/A
  • EBSA 738
  • EBSA PY 2023
  • EBSA 401(k)
  • EBSA near B1bank Employee Retirement Plan and Trust
  • EBSA $440K

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 North Carolina →

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)N/A
Net Income$440K
Employer EIN263902287
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Set and Service Resources, LLC)

Sponsor-wide plan assets over time

All Set and Service Resources, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$1M$2M$3M 20222023 $2.5M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 661 $2M
2023 1 738 N/A

Nearby 401(k) Plans in North Carolina

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

Set and Service Resources 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 5 data points. 050000100000150000200000 0204060 Total assets ($B) Participants The Bank of America 401(k) Plan, Total assets ($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
Set and Service Resources 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Set and Service Resources 401(k) Plan's closest out-of-state 401(k) peers by headcount

Outside North Carolina, the nearest 401(k) by covered participants is B1bank Employee Retirement Plan and Trust in LA (738 participants; this filing: 738 participants).

Similar participant headcount

Nearest other-state filings by covered participants (738 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

Which 401(k) plans cover a similar participant headcount to Set and Service Resources 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is B1bank Employee Retirement Plan and Trust in LA (738 participants, $62M in assets).