401(k) · DOL Form 5500 · 2024
Spx Enterprises, LLC 401(k) Plan
Data updated 2026-08-25
- $969M
- Total assets Above avg plan size
- 3,529
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $274,689
- Avg per participant High balance/head
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.
- #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.
- #17,297
- in Manufacturing (17,777 peers)
- +17.4%
- assets growth YoY
- 9.7×
- vs typical plan assets (national mean)
Spx Retirement Savings and Stock Ownership Plan's outsized position by total assets
Spx Retirement Savings and Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$969,376,055 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Spx Retirement Savings and Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spx Retirement Savings and Stock Ownership Plan lands in the large band (3,529 participants).
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.
Published 5500 schedule card
Filing strip 881769617 · Spx Enterprises, LLC PY 2024 · 401(k)
Spx Retirement Savings and Stock Ownership Plan · $969M · 3,529 · 98th
- EIN $969M
- EIN 3,529
- EIN 98th
- EIN 401(k)
- EIN near Cleveland Clinic 401(k) Plan
- EIN ind #17297
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 Manufacturing retirement plans → · Plans in North Carolina →
Spx Retirement Savings and Stock Ownership Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Spx Enterprises, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 30.36584520700987% vs 2022
- 2024 filing year
| 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.
- 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
Spx Retirement Savings and Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Cleveland Clinic 401(k) Plan in OH ($969M); by covered participants it is Electrical Construction Industry Annuity Plan in WI (3,529 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($969M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,529 participants); asset peers above are excluded.
- Electrical Construction Industry Annuity Plan (WI) 3,529 · 0 off
- Glanbia Companies 401(k) Plan (ID) 3,530 · 1 off
- Amica 401(k) Retirement Savings Plan (RI) 3,528 · 1 off
- First Interstate Bancsystem, Inc. 401(k) Plan (MT) 3,530 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.