401(k) · DOL Form 5500 · 2023
Southern Md Electric Cooperative 401(k) Plan
Data updated 2026-08-25
- $115M
- Total assets Near avg plan size
- 228
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $506,355
- Avg per participant High balance/head
Official DOL plan name: Southern Maryland Electric Cooperative, Inc Management Employees' 401(k) Plan · Sponsored by Southern Md Electric Cooperative · Maryland · Utilities
$115M in assets, 228 participants
Southern Md Electric Cooperative's Southern Maryland Electric Cooperative, Inc Management Employees' 401(k) Plan reported $115M in total assets and 228 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #466 in Utilities (721 peers)
Coverage in Maryland
Southern Maryland Electric Cooperative, Inc Management Employees' 401(k) Plan covers 228 participants in Maryland, about 25% of the average Maryland filer (state average ~929 per filing). Assets: $115M.
- #466
- in Utilities (721 peers)
- +13.8%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Southern Maryland Electric Cooperative, Inc Management Employees' 401(k) Plan's outsized position by total assets
Southern Maryland Electric Cooperative, Inc Management Employees' 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$115,448,905 Top 8% higher than 92% 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
Southern Maryland Electric Cooperative, Inc Management Employees' 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. Southern Maryland Electric Cooperative, Inc Management Employees' 401(k) Plan sits mid-pack in the medium band (228 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southern Maryland Electric Cooperative, Inc Management Employees' 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Southern Maryland Electric Cooperative, Inc Management Employees' 401(k) Plan end-of-year assets rose from $101M in the plan year 2022 filing to $115M in the plan year 2023 filing.
- Southern Maryland Electric Cooperative, Inc Management Employees' 401(k) Plan reported participants rose from 213 in the plan year 2022 filing to 228 in the plan year 2023 filing.
DOL schedule card
Filing strip 520492367 · Southern Md Electric Cooperative PY 2023 · 401(k)
Southern Maryland Electric Cooperative, Inc Management Employees' 401(k) Plan · $115M · 228 · 92nd
- BOY $115M
- BOY 228
- BOY 92nd
- BOY 401(k)
- BOY near Bohler Engineering P.C. 401(k) Plan
- BOY ind #466
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 Utilities retirement plans → · Plans in Maryland →
Southern Maryland Electric Cooperative, Inc Management Employees' 401(k) Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $101M |
|---|---|
| Net Assets (End of Year) | $115M |
| Net Income | $13M |
| Employer EIN | 520492367 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Md Electric Cooperative)
Sponsor-wide plan assets over time
All Southern Md Electric Cooperative plans reported in each filing year
- Latest sponsor-wide plan assets
- $314M 15.500180731710984% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 721 | $272M |
| 2023 | 3 | 733 | $301M |
| 2024 | 3 | 752 | $314M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
Southern Maryland Electric Cooperative, Inc Management Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Bohler Engineering P.C. 401(k) Plan in NJ ($115M); by covered participants it is Cam Properties 401(k) Plan in AZ (228 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($115M here).
- Bohler Engineering P.C. 401(k) Plan (NJ) $115M · 871
- Fiskars Group 401(k) Retirement Savings Plan (WI) $115M · 551
- The Cape Cod Five Cents Savings Bank 401(k) Plan (MA) $116M · 566
- National Technical Systems 401(k) Profit Sharing Plan (CA) $116M · 1,314
Similar participant headcount
Nearest other-state filings by covered participants (228 participants); asset peers above are excluded.
- Cam Properties 401(k) Plan (AZ) 228 · 0 off
- Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust (NY) 228 · 0 off
- Spectrum Industries, Inc. 401(k) Savings Plan (MI) 228 · 0 off
- Avenir Global US Retirement Plan (MN) 228 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.