401(k) · DOL Form 5500 · 2023

Se Organize, Inc. 401(k) Plan

Data updated 2026-08-25

$85K
Total assets Small plan by assets: 2
Participants Small participant base: 6th
Percentile by assets National rank: $42,482
Avg per participant Low balance/head

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Official DOL plan name: Se Organize, Inc. 401(k) Plan · Sponsored by Se Organize, Inc. · Alabama · Real Estate

$85K in assets, 2 participants

Se Organize, Inc.'s Se Organize, Inc. 401(k) Plan reported $85K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 6th 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.

#373 in Real Estate (4,727 peers)

Se Organize, Inc. multi-year trail

Se Organize, Inc.'s plans moved -23.8% in assets from 2022 to 2024; this filing shows Se Organize, Inc. 401(k) Plan at $85K / 2 participants.

#373
in Real Estate (4,727 peers): -13.8%
assets change YoY

The plan reported a net loss of $14K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Se Organize, Inc. 401(k) Plan among the smaller filed plans by assets

Se Organize, Inc. 401(k) Plan vs every filed plan by assets

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

$84,964 6th percentile higher than 6% 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

Se Organize, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Se Organize, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

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%)

Se Organize, Inc. 401(k) Plan reported net income rose from -$18K in the plan year 2022 filing to -$14K in the plan year 2023 filing.
Se Organize, Inc. 401(k) Plan end-of-year assets fell from $99K in the plan year 2022 filing to $85K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 841737574 · Se Organize, Inc. PY 2023 · 401(k)

Se Organize, Inc. 401(k) Plan · $85K · 2 · 6th

NET $85K
NET 2
NET 6th
NET 401(k)
NET near Ampm Operations, Inc. 401(k) Profit Sharing Plan
NET ind #373

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 →

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

Se Organize, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $75K 23.786826225850614% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$99K
2023	1	2	$85K
2024	1	2	$75K

Se Organize, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$99K
Net Assets (End of Year)	$85K
Net Income	-$14K
Employer EIN	841737574
Plan Effective Date	2019-05-04
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Se Organize, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

Regions Financial Corporation 401(k) Plan $2.9B · 20,733
Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
Hexagon Employee Retirement Savings Plan $1.5B · 4,618
Vulcan 401(k) Plan $1.4B · 9,487
Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A

Compare Se Organize, Inc. 401(k) Plan side-by-side with 3 peers →

Se Organize, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Ampm Operations, Inc. 401(k) Profit Sharing Plan in NY ($85K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($85K here).

Ampm Operations, Inc. 401(k) Profit Sharing Plan (NY) $85K · 3
Vertical Connections Inc. 401(k) Plan (NE) $85K · N/A
Aumakua Ventures Incorporated 401(k) Profit Sharing Plan (CA) $85K · 1
Laura and Ed Enterprises, Inc. 401(k) Plan (OR) $85K · 2

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 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 Se Organize, Inc. 401(k) Plan assets move in 2023? ▼

Se Organize, Inc. 401(k) Plan pulled back noticeably - down 13.8% during 2023, from $99K to $85K. Reported net income was -$14K.

How have Se Organize, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Se Organize, Inc.'s sponsor-wide assets declined 23.8%, from $99K to $75K.

Where does Se Organize, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Se Organize, Inc. 401(k) Plan ranks in the 6th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Se Organize, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ampm Operations, Inc. 401(k) Profit Sharing Plan in NY ($85K, 3 participants).

Which 401(k) plans cover a similar participant headcount to Se Organize, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 841737574.