401(k) · DOL Form 5500 · 2024
Saertex USA, LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 170
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $44,462
- Avg per participant Low balance/head
Official DOL plan name: Saertex Retirement Plan · Sponsored by Saertex USA, LLC · North Carolina · Manufacturing
$8M in assets, 170 participants
Saertex USA, LLC's Saertex Retirement Plan reported $8M in total assets and 170 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #6,085 in Manufacturing (17,777 peers)
Coverage in North Carolina
Saertex Retirement Plan covers 170 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $8M.
- #6,085
- in Manufacturing (17,777 peers)
- +19.9%
- assets growth YoY
Saertex Retirement Plan's mid-pack asset rank among Manufacturing and all filers
Saertex Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,558,486 Top 50% higher than 50% 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
Saertex Retirement 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. Saertex Retirement Plan sits mid-pack in the medium band (170 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Saertex Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Saertex Retirement Plan reported participants rose from 168 in the plan year 2023 filing to 170 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 562223993 · Saertex USA, LLC PY 2024 · 401(k)
Saertex Retirement Plan · $8M · 170 · 50th
- PART $8M
- PART 170
- PART 50th
- PART 401(k)
- PART near Orthotic Holdings, Inc. 401(k) Plan
- PART ind #6085
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 →
Saertex Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 562223993 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saertex USA, LLC)
Sponsor-wide plan assets over time
All Saertex USA, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 50.33676412469074% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 174 | $5M |
| 2023 | 1 | 168 | $6M |
| 2024 | 1 | 170 | $8M |
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
Saertex Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Orthotic Holdings, Inc. 401(k) Plan in AZ ($8M); by covered participants it is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (170 participants); asset peers above are excluded.
- Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan (TX) 170 · 0 off
- Wb Engineering & Consulting, PLLC Retirement Savings Plan (NY) 170 · 0 off
- Wilbanks Trucking Services, LLC 401(k) Profit Sharing Plan (NM) 170 · 0 off
- Automation Components, Inc. 401(k) Profit Sharing Plan (WI) 170 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.