401(k) · DOL Form 5500 · 2024

Surewerx USA Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets: 105
Participants Small participant base: 64th
Percentile by assets National rank: $138,854
Avg per participant Near avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Surewerx USA 401(k) Plan · Sponsored by Surewerx USA Inc. · Illinois · Manufacturing

$15M in assets, 105 participants

Surewerx USA Inc.'s Surewerx USA 401(k) Plan reported $15M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

#9,183 in Manufacturing (17,777 peers)

Coverage in Illinois

Surewerx USA 401(k) Plan covers 105 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $15M.

#9,183
in Manufacturing (17,777 peers): +14.9%
assets growth YoY

Surewerx USA 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Surewerx USA 401(k) Plan vs every filed plan by assets

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

$14,579,642 Top 36% higher than 64% 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

Surewerx USA 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. Surewerx USA 401(k) Plan sits mid-pack in the medium band (105 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Surewerx USA 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Surewerx USA 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Surewerx USA 401(k) Plan reported participants rose from 93 in the plan year 2023 filing to 105 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 361754390 · Surewerx USA Inc. PY 2024 · 401(k)

Surewerx USA 401(k) Plan · $15M · 105 · 64th

VS-ST $15M
VS-ST 105
VS-ST 64th
VS-ST 401(k)
VS-ST near Mcgavin, Boyce, Bardot, Thorsen & Katz, P.C.
VS-ST ind #9183

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 Illinois →

End-of-year total assets ($M) among Surewerx USA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$15M
Net Income	$2M
Employer EIN	361754390
Plan Effective Date	1985-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Surewerx USA Inc.)

Latest sponsor-wide plan assets: $15M 56.343258013995104% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	95	$9M
2023	1	93	$13M
2024	1	105	$15M

Nearby 401(k) Plans in Illinois

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

Surewerx USA 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
State Farm 401(k) Savings Plan $19.0B · 63,297
United Airlines Pilot Retirement Account Plan $16.8B · 16,659
Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
Walgreens Retirement Savings Plan $14.5B · 233,635

Compare Surewerx USA 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Mcgavin, Boyce, Bardot, Thorsen & Katz, P.C. in VA ($15M); by covered participants it is Boys & Girls Clubs of St. Lucie County 401(k) Plan in FL (105 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Mcgavin, Boyce, Bardot, Thorsen & Katz, P.C. (VA) $15M · 26
Harbor Industries, Inc. 401(k) Plan (MI) $15M · 160
Kennedy Mechanical Plumbing & Heating, Inc.401(k) Savings Plan (NY) $15M · 214
Norder Supply, Inc. 401(k) Profit-Sharing Plan (NE) $15M · 169

Similar participant headcount

Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.

Boys & Girls Clubs of St. Lucie County 401(k) Plan (FL) 105 · 0 off
M2 Strategy, Inc. 401(k) Plan (VA) 105 · 0 off
IRA Middleswarth & Son, Inc. 401(k) Plan (PA) 105 · 0 off
Laforce & Company, LLC 401(k) & Profit Sharing Plan (NY) 105 · 0 off

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 Surewerx USA 401(k) Plan assets move in 2024? ▼

Surewerx USA 401(k) Plan grew at a solid clip - up 14.9% during 2024, from $13M to $15M. Reported net income was $2M.

How have Surewerx USA Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Surewerx USA Inc.'s sponsor-wide assets grew 56.3%, from $9M to $15M.

Which 401(k) plans are similar in size to Surewerx USA 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mcgavin, Boyce, Bardot, Thorsen & Katz, P.C. in VA ($15M, 26 participants).

Which 401(k) plans cover a similar participant headcount to Surewerx USA 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Boys & Girls Clubs of St. Lucie County 401(k) Plan in FL (105 participants, $989K 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 361754390.