401(k) · DOL Form 5500 · 2023

Southeast Mechanical LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
148
Participants Small participant base
45th
Percentile by assets National rank
$35,286
Avg per participant Low balance/head
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Official DOL plan name: Southeast Mechanical LLC 401(k) Plan · Sponsored by Southeast Mechanical LLC · North Carolina · Construction

$5M in assets, 148 participants

Southeast Mechanical LLC's Southeast Mechanical LLC 401(k) Plan reported $5M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #3,924 in Construction (9,030 peers)

Coverage in North Carolina

Southeast Mechanical LLC 401(k) Plan covers 148 participants in North Carolina, about 18% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.

#3,924
in Construction (9,030 peers)
+115.2%
assets growth YoY

Southeast Mechanical LLC 401(k) Plan's mid-pack asset rank among Construction and all filers

Southeast Mechanical LLC 401(k) Plan vs every filed plan by assets

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

$5,222,373 45th percentile higher than 45% 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

Southeast Mechanical LLC 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. Southeast Mechanical LLC 401(k) Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southeast Mechanical LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Southeast Mechanical LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Southeast Mechanical LLC 401(k) Plan reported participants fell from 167 in the plan year 2022 filing to 148 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 844771473 · Southeast Mechanical LLC PY 2023 · 401(k)

Southeast Mechanical LLC 401(k) Plan · $5M · 148 · 45th

  • VS-ST $5M
  • BOY 148
  • SCH 45th
  • EBSA 401(k)
  • PART near Hyperproof 401(k) Plan
  • TYPE ind #3924

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 →

Southeast Mechanical LLC 401(k) Plan in the asset neighbourhood

Southeast Mechanical LLC 401(k) PlanSoutheast Mechanical LLC 401…$5MHyperproof 401(k) Plan$5MPhoenix Mecano, Inc. 401(k) PlanPhoenix Mecano, Inc. 401(k) …$5MSun Noodle H and U, Inc. Safe Harbor 401(k) Profit Sharing PlanSun Noodle H and U, Inc. Saf…$5MReliable Heating and Air 401(k) PlanReliable Heating and Air 401…$5M
End-of-year total assets ($M) among Southeast Mechanical LLC 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)$5M
Net Income$2M
Employer EIN844771473
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeast Mechanical LLC)

Sponsor-wide plan assets over time

All Southeast Mechanical LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 190.96920809696985% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $2.43M $7.06M ▲ +190.5%
Year Plans Participants Total Assets
2022 1 167 $2M
2023 1 148 $5M
2024 1 284 $7M

Nearby 401(k) Plans in North Carolina

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

Southeast Mechanical LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Southeast Mechanical LLC 401(k) Plan, Total assets ($B): 0.005222373 · Participants: 148Southeast Mechanical LLC 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
Southeast Mechanical LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Southeast Mechanical LLC 401(k) Plan side-by-side with 3 peers →

Southeast Mechanical LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Hyperproof 401(k) Plan in WA ($5M); by covered participants it is Frontier Auto Sales 401(k) Plan in CA (148 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Southeast Mechanical LLC 401(k) Plan assets move in 2023? ▼
Southeast Mechanical LLC 401(k) Plan surged - up 115.2% during 2023, from $2M to $5M. Reported net income was $2M.
How have Southeast Mechanical LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southeast Mechanical LLC's sponsor-wide assets grew 191.0%, from $2M to $7M.
Which 401(k) plans are similar in size to Southeast Mechanical LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hyperproof 401(k) Plan in WA ($5M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Southeast Mechanical LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Auto Sales 401(k) Plan in CA (148 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 844771473.

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.