401(k) · DOL Form 5500 · 2023

Surewerx USA Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
93
Participants Small participant base
64th
Percentile by assets National rank
$136,461
Avg per participant Near avg balance/head
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Official DOL plan name: Surewerx USA 401(k) Plan · Sponsored by Surewerx USA Inc. · Illinois · Manufacturing

$13M in assets, 93 participants

Surewerx USA Inc.'s Surewerx USA 401(k) Plan reported $13M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #9,602 in Manufacturing (18,722 peers)

Surewerx USA Inc. multi-year trail

Surewerx USA Inc.'s plans moved +56.3% in assets from 2022 to 2024; this filing shows Surewerx USA 401(k) Plan at $13M / 93 participants.

#9,602
in Manufacturing (18,722 peers)
+36.1%
assets growth YoY

Surewerx USA 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Surewerx USA 401(k) Plan vs every filed plan by assets

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

$12,690,868 Top 36% higher than 64% 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

Surewerx USA 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surewerx USA 401(k) Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Surewerx USA 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Surewerx USA 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Surewerx USA 401(k) Plan reported participants fell from 95 in the plan year 2022 filing to 93 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 361754390 · Surewerx USA Inc. PY 2023 · 401(k)

Surewerx USA 401(k) Plan · $13M · 93 · 64th

  • EBSA $13M
  • EBSA 93
  • EBSA 64th
  • EBSA 401(k)
  • EBSA near Tfp Retirement Pep
  • EBSA ind #9602

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 Manufacturing retirement plans → · Plans in Illinois →

Surewerx USA 401(k) Plan in the asset neighbourhood

Surewerx USA 401(k) Plan$13MTfp Retirement Pep$13MAustin Telco Federal Credit Union 401(k) PlanAustin Telco Federal Credit …$13MKeystone Dental, Inc. 401(k) Profit Sharing PlanKeystone Dental, Inc. 401(k)…$13MNorthstar Vets 401(k) Profit Sharing Plan & TrustNorthstar Vets 401(k) Profit…$13M
End-of-year total assets ($M) among Surewerx USA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Surewerx USA Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Surewerx USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 56.343258013995104% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.33M $14.6M ▲ +56.3%
Year Plans Participants Total Assets
2022 1 95 $9M
2023 1 93 $13M
2024 1 105 $15M

Surewerx USA Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN361754390
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Surewerx USA 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Surewerx USA 401(k) Plan, Total assets ($B): 0.012690868 · Participants: 93Surewerx USA 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Surewerx USA 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Surewerx USA 401(k) Plan side-by-side with 3 peers →

Surewerx USA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Tfp Retirement Pep in IA ($13M); by covered participants it is Bchh Inc 401(k) Profit Sharing Plan & Trust in PA (93 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 (93 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 Surewerx USA 401(k) Plan assets move in 2023? ▼
Surewerx USA 401(k) Plan surged - up 36.1% during 2023, from $9M to $13M. Reported net income was $3M.
How have Surewerx USA Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surewerx USA Inc.'s sponsor-wide assets grew 56.3%, from $9M to $15M.
Which 401(k) plans are similar in size to Surewerx USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tfp Retirement Pep in IA ($13M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Surewerx USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bchh Inc 401(k) Profit Sharing Plan & Trust in PA (93 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 361754390.

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.