401(k) · DOL Form 5500 · 2024
Spx Enterprises, LLC 401(k) Plan
Data updated 2026-08-11
- $969M
- Total assets
- 3,529
- Participants
- 98th
- Percentile by assets
- $274,689
- Avg per participant
Official DOL plan name: Spx Retirement Savings and Stock Ownership Plan · Sponsored by Spx Enterprises, LLC · North Carolina · Manufacturing
$969M in assets, 3,529 participants
Spx Enterprises, LLC's Spx Retirement Savings and Stock Ownership Plan reported $969M in total assets and 3,529 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 123,622 plans)
- #17,297 in Manufacturing (17,777 peers)
Coverage in North Carolina
Spx Retirement Savings and Stock Ownership Plan covers 3,529 participants in North Carolina, 4.3x the typical North Carolina plan (state average ~819 per filing). Assets: $969M.
- $969M
- total plan assets (2024 EOY)
- 3,529
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $274,689
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Spx Retirement Savings and Stock Ownership Plan reported participants rose from 2,872 in the plan year 2023 filing to 3,529 in the plan year 2024 filing.
- Spx Retirement Savings and Stock Ownership Plan end-of-year assets rose from $826M in the plan year 2023 filing to $969M in the plan year 2024 filing.
- Spx Retirement Savings and Stock Ownership Plan reported net income fell from $125M in the plan year 2023 filing to $123M in the plan year 2024 filing.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Spx Retirement Savings and Stock Ownership Plan reports 3,529 participants - 4.3x that state average ($969M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $826M |
|---|---|
| Net Assets (End of Year) | $969M |
| Net Income | $123M |
| Employer EIN | 881769617 |
| Plan Effective Date | 1952-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spx Enterprises, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,972 | $864M |
| 2023 | 3 | 3,133 | $997M |
| 2024 | 3 | 3,766 | $1.1B |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Spx Retirement Savings and Stock Ownership Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Spx Retirement Savings and Stock Ownership Plan by total assets, not by location.
- Cleveland Clinic 401(k) Plan (OH) $969M · N/A
- K&l Gates 401(k) Plan Alpha (PA) $970M · 1,382
- Uline, Inc. Profit Sharing Plan and Trust (WI) $968M · 8,285
- Mccormick 401(k) Retirement Plan (MD) $968M · 4,639
Frequently Asked Questions
How did Spx Retirement Savings and Stock Ownership Plan assets move in 2024? ▼
How have Spx Enterprises, LLC plan assets changed over time? ▼
Where does Spx Retirement Savings and Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Spx Retirement Savings and Stock Ownership Plan? ▼
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Filing takeaways
Ways to act on Spx Retirement Savings and Stock Ownership Plan's numbers.
- By total assets, Spx Retirement Savings and Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Spx Enterprises, LLC's sponsor-wide assets have grown 30.4% since 2022 across 3 plan years on file. More Manufacturing plans