401(k) · DOL Form 5500 · 2023

Saertex USA, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 168
Participants Small participant base: 49th
Percentile by assets National rank: $37,518
Avg per participant Low balance/head

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Official DOL plan name: Saertex Retirement Plan · Sponsored by Saertex USA, LLC · North Carolina · Manufacturing

$6M in assets, 168 participants

Saertex USA, LLC's Saertex Retirement Plan reported $6M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

#6,120 in Manufacturing (18,722 peers)

Coverage in North Carolina

Saertex Retirement Plan covers 168 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#6,120
in Manufacturing (18,722 peers): +25.4%
assets growth YoY

Saertex Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Saertex Retirement Plan vs every filed plan by assets

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

$6,303,106 49th percentile higher than 49% 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

Saertex Retirement 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. Saertex Retirement Plan sits mid-pack in the medium band (168 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Saertex Retirement Plan reported net income rose from -$798K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Saertex Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Saertex Retirement Plan reported participants fell from 174 in the plan year 2022 filing to 168 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 562223993 · Saertex USA, LLC PY 2023 · 401(k)

Saertex Retirement Plan · $6M · 168 · 49th

PHOTO $6M
PHOTO 168
PHOTO 49th
PHOTO 401(k)
PHOTO near USA Football 401(k) Plan
PHOTO ind #6120

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 Manufacturing retirement plans → · Plans in North Carolina →

End-of-year total assets ($M) among Saertex Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$1M
Employer EIN	562223993
Plan Effective Date	2006-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Saertex USA, LLC)

Latest sponsor-wide plan assets: $8M 50.33676412469074% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	174	$5M
2023	1	168	$6M
2024	1	170	$8M

Nearby 401(k) Plans in North Carolina

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

Saertex Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $54.8B · 173,899
Honeywell 401(k) Plan $15.4B · 40,004
Duke Energy Retirement Savings Plan $10.4B · 28,121
Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174

Compare Saertex Retirement Plan side-by-side with 3 peers →

Saertex Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is USA Football 401(k) Plan in IN ($6M); by covered participants it is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

USA Football 401(k) Plan (IN) $6M · 51
Jfgi, Inc. and Affiliated Agencies 401(k) Plan (IN) $6M · 159
La Casa De Don Pedro, Inc. 401(k) Profit Sharing Plan (NJ) $6M · 184
Screen-It Graphics of Lawrence 401(k) Profit Sharing Plan and T (KS) $6M · 185

Similar participant headcount

Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.

Jenkins Linc-Merc, Inc. 401(k) Plan (FL) 168 · 0 off
Serving Children and Adults in Need, Inc. 401(k) Plan (TX) 168 · 0 off
Circle Y Saddles, Inc. 401(k) Profit Sharing Plan (TX) 168 · 0 off
Deseret-Blue Mountain 401(k) Plan (UT) 168 · 0 off

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 Saertex Retirement Plan assets move in 2023? ▼

Saertex Retirement Plan grew sharply - up 25.4% during 2023, from $5M to $6M. Reported net income was $1M.

How have Saertex USA, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Saertex USA, LLC's sponsor-wide assets grew 50.3%, from $5M to $8M.

Which 401(k) plans are similar in size to Saertex Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is USA Football 401(k) Plan in IN ($6M, 51 participants).

Which 401(k) plans cover a similar participant headcount to Saertex Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants, $3M 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 562223993.