401(k) · DOL Form 5500 · 2024

Mitchell Mechanical, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
65
Participants Small participant base
46th
Percentile by assets National rank
$93,772
Avg per participant Below avg balance/head
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Official DOL plan name: Mitchell Mechanical 401(k) Plan · Sponsored by Mitchell Mechanical, LLC · Alabama · Construction

$6M in assets, 65 participants

Mitchell Mechanical, LLC's Mitchell Mechanical 401(k) Plan reported $6M in total assets and 65 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #3,996 in Construction (9,039 peers)

Mitchell Mechanical, LLC multi-year trail

Mitchell Mechanical, LLC's plans moved +44.5% in assets from 2022 to 2024; this filing shows Mitchell Mechanical 401(k) Plan at $6M / 65 participants.

#3,996
in Construction (9,039 peers)
+14.6%
assets growth YoY

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

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

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

$6,095,149 46th percentile higher than 46% 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

Mitchell Mechanical 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mitchell Mechanical 401(k) Plan is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mitchell Mechanical 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $776K in the plan year 2024 filing.
  • Mitchell Mechanical 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Mitchell Mechanical 401(k) Plan reported participants rose from 60 in the plan year 2023 filing to 65 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 200726327 · Mitchell Mechanical, LLC PY 2024 · 401(k)

Mitchell Mechanical 401(k) Plan · $6M · 65 · 46th

  • PHOTO $6M
  • IND 65
  • EOY 46th
  • 5500 401(k)
  • ASSETS near Carter, Hays, Powers & Associates, LLP Employees Profit Sharing Plan
  • PCT ind #3996

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 Alabama →

Mitchell Mechanical 401(k) Plan in the asset neighbourhood

Mitchell Mechanical 401(k) PlanMitchell Mechanical 401(k) P…$6MCentral Houston, Inc. 401(k) PlanCentral Houston, Inc. 401(k)…$6MDanville Services Corporation 401(k) Retirement Savings PlanDanville Services Corporatio…$6MCarter, Hays, Powers & Associates, LLP Employees Profit Sharing PlanCarter, Hays, Powers & Assoc…$6MKyrish Truck Centers 401(k) PlanKyrish Truck Centers 401(k) …$6M
End-of-year total assets ($M) among Mitchell Mechanical 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mitchell Mechanical, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Mitchell Mechanical, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 44.479455262953294% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.22M $6.1M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 50 $4M
2023 1 60 $5M
2024 1 65 $6M

Mitchell Mechanical, LLC filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$776K
Employer EIN200726327
Plan Effective Date2004-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Mitchell Mechanical 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Mitchell Mechanical 401(k) Plan, Total assets ($B): 0.006095149 · Participants: 65Mitchell Mechanical 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Mitchell Mechanical 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Mitchell Mechanical 401(k) Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest 401(k) by assets is Carter, Hays, Powers & Associates, LLP Employees Profit Sharing Plan in TX ($6M); by covered participants it is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (65 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (65 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 Mitchell Mechanical 401(k) Plan assets move in 2024? ▼
Mitchell Mechanical 401(k) Plan grew at a solid clip - up 14.6% during 2024, from $5M to $6M. Reported net income was $776K.
How have Mitchell Mechanical, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mitchell Mechanical, LLC's sponsor-wide assets grew 44.5%, from $4M to $6M.
Which 401(k) plans are similar in size to Mitchell Mechanical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carter, Hays, Powers & Associates, LLP Employees Profit Sharing Plan in TX ($6M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Mitchell Mechanical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (65 participants, $3M 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 200726327.

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.