401(k) · DOL Form 5500 · 2023

Southern Energy Management, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
151
Participants Small participant base
36th
Percentile by assets National rank
$20,187
Avg per participant Low balance/head
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Official DOL plan name: Southern Energy Management, Inc. 401(k) Plan · Sponsored by Southern Energy Management, Inc. · North Carolina · Construction

$3M in assets, 151 participants

Southern Energy Management, Inc.'s Southern Energy Management, Inc. 401(k) Plan reported $3M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,052 in Construction (9,030 peers)

Coverage in North Carolina

Southern Energy Management, Inc. 401(k) Plan covers 151 participants in North Carolina, about 18% of the average North Carolina filer (state average ~819 per filing). Assets: $3M.

#3,052
in Construction (9,030 peers)
+50.5%
assets growth YoY

Southern Energy Management, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Southern Energy Management, Inc. 401(k) Plan vs every filed plan by assets

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

$3,048,211 36th percentile higher than 36% 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

Southern Energy Management, 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. Southern Energy Management, Inc. 401(k) Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Energy Management, Inc. 401(k) Plan reported net income rose from $52K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Southern Energy Management, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Southern Energy Management, Inc. 401(k) Plan reported participants rose from 118 in the plan year 2022 filing to 151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 943429776 · Southern Energy Management, Inc. PY 2023 · 401(k)

Southern Energy Management, Inc. 401(k) Plan · $3M · 151 · 36th

  • BOOK $3M
  • VS-ST 151
  • BOY 36th
  • SCH 401(k)
  • EBSA near Perdido Beach Resort 401(k) Plan
  • PART ind #3052

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 North Carolina →

Southern Energy Management, Inc. 401(k) Plan in the asset neighbourhood

Southern Energy Management, Inc. 401(k) PlanSouthern Energy Management, …$3MPerdido Beach Resort 401(k) PlanPerdido Beach Resort 401(k) …$3MSanta Barbara Airbus 401(k) Profit Sharing PlanSanta Barbara Airbus 401(k) …$3MAmerican Exchange Time LLC 401(k) Profit Sharing Plan & TrustAmerican Exchange Time LLC 4…$3MBoren Enterprises, Inc. 401(k) Profit Sharing PlanBoren Enterprises, Inc. 401(…$3M
End-of-year total assets ($M) among Southern Energy Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN943429776
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Energy Management, Inc.)

Sponsor-wide plan assets over time

All Southern Energy Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 89.30246566144305% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $2.03M $3.83M ▲ +88.7%
Year Plans Participants Total Assets
2022 1 118 $2M
2023 1 151 $3M
2024 1 163 $4M

Nearby 401(k) Plans in North Carolina

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

Southern Energy Management, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Southern Energy Management, Inc. 401(k) Plan, Total assets ($B): 0.003048211 · Participants: 151Southern Energy Management, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Southern Energy Management, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Southern Energy Management, Inc. 401(k) Plan side-by-side with 3 peers →

Southern Energy Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Perdido Beach Resort 401(k) Plan in AL ($3M); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Southern Energy Management, Inc. 401(k) Plan assets move in 2023? ▼
Southern Energy Management, Inc. 401(k) Plan surged - up 50.5% during 2023, from $2M to $3M. Reported net income was $1M.
How have Southern Energy Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Energy Management, Inc.'s sponsor-wide assets grew 89.3%, from $2M to $4M.
Which 401(k) plans are similar in size to Southern Energy Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Perdido Beach Resort 401(k) Plan in AL ($3M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Southern Energy Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants, $8M 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 943429776.

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.