401(k) · DOL Form 5500 · 2024
Southeast Capital Corporation 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 31
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $402,135
- Avg per participant High balance/head
Official DOL plan name: Southeast Capital Corporation Savings and Employee Stock Ownership Plan · Sponsored by Southeast Capital Corporation · Oklahoma · Finance & Insurance
$12M in assets, 31 participants
Southeast Capital Corporation's Southeast Capital Corporation Savings and Employee Stock Ownership Plan reported $12M in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #3,802 in Finance & Insurance (8,549 peers)
Southeast Capital Corporation multi-year trail
Southeast Capital Corporation's plans moved -15.6% in assets from 2022 to 2024; this filing shows Southeast Capital Corporation Savings and Employee Stock Ownership Plan at $12M / 31 participants.
- #3,802
- in Finance & Insurance (8,549 peers)
- -14.6%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southeast Capital Corporation Savings and Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers
Southeast Capital Corporation Savings and Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,466,175 Top 39% higher than 61% 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
Southeast Capital Corporation Savings and Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southeast Capital Corporation Savings and Employee Stock Ownership Plan is a small filing (31 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southeast Capital Corporation Savings and Employee Stock Ownership Plan reported net income fell from -$180K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Southeast Capital Corporation Savings and Employee Stock Ownership Plan end-of-year assets fell from $15M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Southeast Capital Corporation Savings and Employee Stock Ownership Plan reported participants rose from 29 in the plan year 2023 filing to 31 in the plan year 2024 filing.
DOL schedule card
Filing strip 731069371 · Southeast Capital Corporation PY 2024 · 401(k)
Southeast Capital Corporation Savings and Employee Stock Ownership Plan · $12M · 31 · 61st
- BOY $12M
- BOY 31
- BOY 61st
- BOY 401(k)
- BOY near Michigan Surgery Specialists, P.C. 401(k) Plan and Trust
- BOY ind #3802
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 Finance & Insurance retirement plans → · Plans in Oklahoma →
Southeast Capital Corporation Savings and Employee Stock Ownership Plan in the asset neighbourhood
Southeast Capital Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Southeast Capital Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 15.639263504430872% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $15M |
| 2023 | 1 | 29 | $15M |
| 2024 | 1 | 31 | $12M |
Southeast Capital Corporation filing trail (2024)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$2M |
| Employer EIN | 731069371 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.8B · 13,369
- The Williams Investment Plus Plan $2.0B · 5,204
- Oneok, Inc. 401(k) Plan $1.4B · 4,756
- Bok Financial 401(k) Plan $1.2B · 4,907
- Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958
Southeast Capital Corporation Savings and Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Michigan Surgery Specialists, P.C. 401(k) Plan and Trust in MI ($12M); by covered participants it is Pediatric Health Care of Northwest Houston, P.a. Safe Harbor 401(k) Plan in TX (31 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Michigan Surgery Specialists, P.C. 401(k) Plan and Trust (MI) $12M · 163
- Titmouse Inc. 401(k) Profit Sharing Plan & Trust (CA) $12M · 243
- Hendry Marine Industries 401(k) Plan (FL) $12M · 286
- Albatrans, Inc. 401(k) Plan (NY) $12M · 185
Similar participant headcount
Nearest other-state filings by covered participants (31 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.