401(k) · DOL Form 5500 · 2024

Serc Reliability Corporation 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
104
Participants Small participant base
79th
Percentile by assets National rank
$327,815
Avg per participant High balance/head
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Official DOL plan name: Serc Reliability Corporation 401(k) Plan · Sponsored by Serc Reliability Corporation · North Carolina · Utilities

$34M in assets, 104 participants

Serc Reliability Corporation's Serc Reliability Corporation 401(k) Plan reported $34M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #322 in Utilities (732 peers)

Coverage in North Carolina

Serc Reliability Corporation 401(k) Plan covers 104 participants in North Carolina, about 13% of the average North Carolina filer (state average ~819 per filing). Assets: $34M.

#322
in Utilities (732 peers)
+23.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Serc Reliability Corporation 401(k) Plan's outsized position by total assets

Serc Reliability Corporation 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$34,092,800 Top 21% higher than 79% of 123,620 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 2024

Serc Reliability Corporation 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Serc Reliability Corporation 401(k) Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Serc Reliability Corporation 401(k) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Serc Reliability Corporation 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Serc Reliability Corporation 401(k) Plan reported participants rose from 100 in the plan year 2023 filing to 104 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 203311003 · Serc Reliability Corporation PY 2024 · 401(k)

Serc Reliability Corporation 401(k) Plan · $34M · 104 · 79th

  • PHOTO $34M
  • PHOTO 104
  • PHOTO 79th
  • PHOTO 401(k)
  • PHOTO near Electrico Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #322

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 North Carolina →

Serc Reliability Corporation 401(k) Plan in the asset neighbourhood

Serc Reliability Corporation 401(k) PlanSerc Reliability Corporation…$34MElectrico Inc. 401(k) Profit Sharing PlanElectrico Inc. 401(k) Profit…$34MPuig North America Salary Deferral PlanPuig North America Salary De…$34MJohnson Screens, Inc. 401(k) Savings PlanJohnson Screens, Inc. 401(k)…$34MMolecular Epidemiology, Inc. 401(k) Profit Sharing PlanMolecular Epidemiology, Inc.…$34M
End-of-year total assets ($M) among Serc Reliability Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$34M
Net Income$6M
Employer EIN203311003
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Serc Reliability Corporation)

Sponsor-wide plan assets over time

All Serc Reliability Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$34M 70.99368714466804% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $19.9M $34.1M ▲ +71.0%
Year Plans Participants Total Assets
2022 1 94 $20M
2023 1 100 $28M
2024 1 104 $34M

Nearby 401(k) Plans in North Carolina

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

Serc Reliability Corporation 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Serc Reliability Corporation 401(k) Plan, Total assets ($B): 0.0340928 · Participants: 104Serc Reliability Corporation 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Serc Reliability Corporation 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Serc Reliability Corporation 401(k) Plan side-by-side with 3 peers →

Serc Reliability Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Electrico Inc. 401(k) Profit Sharing Plan in MD ($34M); by covered participants it is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Serc Reliability Corporation 401(k) Plan assets move in 2024? ▼
Serc Reliability Corporation 401(k) Plan grew sharply - up 23.4% during 2024, from $28M to $34M. Reported net income was $6M.
How have Serc Reliability Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Serc Reliability Corporation's sponsor-wide assets grew 71.0%, from $20M to $34M.
Where does Serc Reliability Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Serc Reliability Corporation 401(k) Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Serc Reliability Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Electrico Inc. 401(k) Profit Sharing Plan in MD ($34M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Serc Reliability Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 203311003.

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.