401(k) · DOL Form 5500 · 2023

Southeastern Property Management LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
701
Participants Below avg headcount
65th
Percentile by assets National rank
$18,948
Avg per participant Low balance/head
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Official DOL plan name: Southeastern Property Management LLC 401(k) Plan · Sponsored by Southeastern Property Management LLC · Alabama · Real Estate

$13M in assets, 701 participants

Southeastern Property Management LLC's Southeastern Property Management LLC 401(k) Plan reported $13M in total assets and 701 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,820 in Real Estate (4,727 peers)

Southeastern Property Management LLC multi-year trail

Southeastern Property Management LLC's plans moved +58.2% in assets from 2022 to 2024; this filing shows Southeastern Property Management LLC 401(k) Plan at $13M / 701 participants.

#3,820
in Real Estate (4,727 peers)
+31.9%
assets growth YoY

Southeastern Property Management LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Southeastern Property Management LLC 401(k) Plan vs every filed plan by assets

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

$13,282,373 Top 35% higher than 65% 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

Southeastern Property Management 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. Southeastern Property Management LLC 401(k) Plan sits mid-pack in the medium band (701 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southeastern Property Management LLC 401(k) Plan reported net income rose from -$733K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Southeastern Property Management LLC 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Southeastern Property Management LLC 401(k) Plan reported participants rose from 693 in the plan year 2022 filing to 701 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 630755228 · Southeastern Property Management LLC PY 2023 · 401(k)

Southeastern Property Management LLC 401(k) Plan · $13M · 701 · 65th

  • EOY $13M
  • 5500 701
  • ASSETS 65th
  • PCT 401(k)
  • EIN near Adult and Pediatric Urology P.C. Retirement Plan
  • RANK ind #3820

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 Real Estate retirement plans → · Plans in Alabama →

Southeastern Property Management LLC 401(k) Plan in the asset neighbourhood

Southeastern Property Management LLC 401(k) PlanSoutheastern Property Manage…$13MAdult and Pediatric Urology P.C. Retirement PlanAdult and Pediatric Urology …$13MTower Energy Group 401(k) PlanTower Energy Group 401(k) Pl…$13M401(k) Profit Sharing Plan$13MGvc Mortgage 401(k) Plan$13M
End-of-year total assets ($M) among Southeastern Property Management LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Southeastern Property Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Southeastern Property Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 58.179188472811575% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.1M $15.9M ▲ +58.2%
Year Plans Participants Total Assets
2022 1 693 $10M
2023 1 701 $13M
2024 1 667 $16M

Southeastern Property Management LLC filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN630755228
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Southeastern Property Management LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Southeastern Property Management LLC 401(k) Plan, Total assets ($B): 0.013282373 · Participants: 701Southeastern Property Management LLC 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Southeastern Property Management LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Southeastern Property Management LLC 401(k) Plan side-by-side with 3 peers →

Southeastern Property Management LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Adult and Pediatric Urology P.C. Retirement Plan in NE ($13M); by covered participants it is Ripa and Associates, LLC 401(k) Profit Sharing Plan in FL (701 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (701 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 Southeastern Property Management LLC 401(k) Plan assets move in 2023? ▼
Southeastern Property Management LLC 401(k) Plan surged - up 31.9% during 2023, from $10M to $13M. Reported net income was $3M.
How have Southeastern Property Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southeastern Property Management LLC's sponsor-wide assets grew 58.2%, from $10M to $16M.
Which 401(k) plans are similar in size to Southeastern Property Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Adult and Pediatric Urology P.C. Retirement Plan in NE ($13M, 69 participants).
Which 401(k) plans cover a similar participant headcount to Southeastern Property Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ripa and Associates, LLC 401(k) Profit Sharing Plan in FL (701 participants, $12M 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 630755228.

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.