401(k) · DOL Form 5500 · 2024

Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
146
Participants Small participant base
45th
Percentile by assets National rank
$40,580
Avg per participant Low balance/head
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Official DOL plan name: Southport Engineered Systems 401(k) Plan · Sponsored by Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal · Wisconsin · Construction

$6M in assets, 146 participants

Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal's Southport Engineered Systems 401(k) Plan reported $6M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #3,950 in Construction (9,039 peers)

Coverage in Wisconsin

Southport Engineered Systems 401(k) Plan covers 146 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $6M.

#3,950
in Construction (9,039 peers)
+25.8%
assets growth YoY

Southport Engineered Systems 401(k) Plan's mid-pack asset rank among Construction and all filers

Southport Engineered Systems 401(k) Plan vs every filed plan by assets

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

$5,924,697 45th percentile higher than 45% 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

Southport Engineered Systems 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. Southport Engineered Systems 401(k) Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southport Engineered Systems 401(k) Plan reported net income rose from $753K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Southport Engineered Systems 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Southport Engineered Systems 401(k) Plan reported participants rose from 142 in the plan year 2023 filing to 146 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 200349155 · Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal PY 2024 · 401(k)

Southport Engineered Systems 401(k) Plan · $6M · 146 · 45th

  • IND $6M
  • IND 146
  • IND 45th
  • IND 401(k)
  • IND near Collaborative Industries, Inc. 401(k) Profit Sharing Plan
  • IND ind #3950

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 Wisconsin →

Southport Engineered Systems 401(k) Plan in the asset neighbourhood

Nardone Brothers Baking Company, Inc. 401(k) Retirement PlanNardone Brothers Baking Comp…$6MSouthport Engineered Systems 401(k) PlanSouthport Engineered Systems…$6MCollaborative Industries, Inc. 401(k) Profit Sharing PlanCollaborative Industries, In…$6MYoungsoft, Inc. 401(k) Plan$6MInternal Medicine Specialists, Inc. 401(k) Profit Sharing PlanInternal Medicine Specialist…$6M
End-of-year total assets ($M) among Southport Engineered Systems 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN200349155
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal)

Sponsor-wide plan assets over time

All Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal plans reported in each filing year

Latest sponsor-wide plan assets
$6M 49.796607521160325% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.96M $5.92M ▲ +49.5%
Year Plans Participants Total Assets
2022 1 162 $4M
2023 1 142 $5M
2024 1 146 $6M

Nearby 401(k) Plans in Wisconsin

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

Southport Engineered Systems 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Southport Engineered Systems 401(k) Plan, Total assets ($B): 0.005924697 · Participants: 146Southport Engineered Systems 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Southport Engineered Systems 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Southport Engineered Systems 401(k) Plan side-by-side with 3 peers →

Southport Engineered Systems 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Collaborative Industries, Inc. 401(k) Profit Sharing Plan in NE ($6M); by covered participants it is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Southport Engineered Systems 401(k) Plan assets move in 2024? ▼
Southport Engineered Systems 401(k) Plan grew sharply - up 25.8% during 2024, from $5M to $6M. Reported net income was $1M.
How have Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal's sponsor-wide assets grew 49.8%, from $4M to $6M.
Which 401(k) plans are similar in size to Southport Engineered Systems 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Collaborative Industries, Inc. 401(k) Profit Sharing Plan in NE ($6M, 300 participants).
Which 401(k) plans cover a similar participant headcount to Southport Engineered Systems 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (146 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 200349155.

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.