401(k) · DOL Form 5500 · 2023
Michael & Son Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 483
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $25,234
- Avg per participant Low balance/head
Official DOL plan name: Michael & Son Services, Inc. 401(k) Plan · Sponsored by Michael & Son Services, Inc. · Virginia · Construction
$12M in assets, 483 participants
Michael & Son Services, Inc.'s Michael & Son Services, Inc. 401(k) Plan reported $12M in total assets and 483 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #5,540 in Construction (9,030 peers)
Michael & Son Services, Inc. multi-year trail
Michael & Son Services, Inc.'s plans moved +56.3% in assets from 2022 to 2024; this filing shows Michael & Son Services, Inc. 401(k) Plan at $12M / 483 participants.
- #5,540
- in Construction (9,030 peers)
- +29.5%
- assets growth YoY
Michael & Son Services, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers
Michael & Son Services, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,188,198 Top 37% higher than 63% 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
Michael & Son Services, Inc. 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. Michael & Son Services, Inc. 401(k) Plan sits mid-pack in the medium band (483 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Michael & Son Services, Inc. 401(k) Plan reported net income rose from -$958K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Michael & Son Services, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Michael & Son Services, Inc. 401(k) Plan reported participants fell from 545 in the plan year 2022 filing to 483 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 541482298 · Michael & Son Services, Inc. PY 2023 · 401(k)
Michael & Son Services, Inc. 401(k) Plan · $12M · 483 · 63rd
- PART $12M
- TYPE 483
- NET 63rd
- BOOK 401(k)
- VS-ST near Michigan Medical Advantage, Inc. 401(k) Profit Sharing Plan
- BOY ind #5540
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 Construction retirement plans → · Plans in Virginia →
Michael & Son Services, Inc. 401(k) Plan in the asset neighbourhood
Michael & Son Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Michael & Son Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 56.25921022071806% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 545 | $9M |
| 2023 | 1 | 483 | $12M |
| 2024 | 1 | 496 | $15M |
Michael & Son Services, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $3M |
| Employer EIN | 541482298 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Michael & Son Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Michigan Medical Advantage, Inc. 401(k) Profit Sharing Plan in MI ($12M); by covered participants it is Continuums Foundation Employee 401(k) Savings Trust in MN (483 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Michigan Medical Advantage, Inc. 401(k) Profit Sharing Plan (MI) $12M · 162
- Encore 401(k) Plan (OH) $12M · 266
- Timberline Construction Corp. 401(k) Plan (MA) $12M · 163
- Idaho Pacific Holdings Retirement Savings Plan (ID) $12M · 383
Similar participant headcount
Nearest other-state filings by covered participants (483 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.