401(k) · DOL Form 5500 · 2023

Sree Hotels, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
436
Participants Below avg headcount
53rd
Percentile by assets National rank
$17,447
Avg per participant Low balance/head
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Official DOL plan name: Sree Hotels, LLC 401(k) Plan · Sponsored by Sree Hotels, LLC · North Carolina · Food Services & Accommodation

$8M in assets, 436 participants

Sree Hotels, LLC's Sree Hotels, LLC 401(k) Plan reported $8M in total assets and 436 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,175 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Sree Hotels, LLC 401(k) Plan ranks #3,175 of 3,828 2023 filers by assets (257% of the sector average)-$8M for 436 participants.

#3,175
in Food Services & Accommodation (3,828 peers)
+14.1%
assets growth YoY

Sree Hotels, LLC 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Sree Hotels, LLC 401(k) Plan vs every filed plan by assets

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

$7,606,909 Top 47% higher than 53% of 127,068 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 2023

Sree Hotels, LLC 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. Sree Hotels, LLC 401(k) Plan sits mid-pack in the medium band (436 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sree Hotels, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $938K in the plan year 2023 filing.
  • Sree Hotels, LLC 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Sree Hotels, LLC 401(k) Plan reported participants rose from 399 in the plan year 2022 filing to 436 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 562073512 · Sree Hotels, LLC PY 2023 · 401(k)

Sree Hotels, LLC 401(k) Plan · $8M · 436 · 53rd

  • EBSA $8M
  • EBSA 436
  • EBSA 53rd
  • EBSA 401(k)
  • EBSA near Callsource 401(k) Plan
  • EBSA ind #3175

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 Food Services & Accommodation retirement plans → · Plans in North Carolina →

Sree Hotels, LLC 401(k) Plan in the asset neighbourhood

Sree Hotels, LLC 401(k) Plan$8MCallsource 401(k) Plan$8MC5t Corporation 401(k) Plan$8MChristian Care Communities Inc. 401(k) Retirement PlanChristian Care Communities I…$8MSoutheast Milk Inc. 401(k) Profit Sharing PlanSoutheast Milk Inc. 401(k) P…$8M
End-of-year total assets ($M) among Sree Hotels, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$938K
Employer EIN562073512
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sree Hotels, LLC)

Sponsor-wide plan assets over time

All Sree Hotels, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 31.618803442385392% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.67M $8.78M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 399 $7M
2023 1 436 $8M
2024 1 480 $9M

Nearby 401(k) Plans in North Carolina

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

Sree Hotels, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Sree Hotels, LLC 401(k) Plan, Total assets ($B): 0.007606909 · Participants: 436Sree Hotels, LLC 401(k) PlanThe 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
Sree Hotels, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Sree Hotels, LLC 401(k) Plan side-by-side with 3 peers →

Sree Hotels, 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 Callsource 401(k) Plan in CA ($8M); by covered participants it is Employ Source Inc. 401(k) Plan in IL (436 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (436 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

How did Sree Hotels, LLC 401(k) Plan assets move in 2023? ▼
Sree Hotels, LLC 401(k) Plan grew at a solid clip - up 14.1% during 2023, from $7M to $8M. Reported net income was $938K.
How have Sree Hotels, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sree Hotels, LLC's sponsor-wide assets grew 31.6%, from $7M to $9M.
Which 401(k) plans are similar in size to Sree Hotels, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Callsource 401(k) Plan in CA ($8M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Sree Hotels, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employ Source Inc. 401(k) Plan in IL (436 participants, $10M 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 562073512.

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.