401(k) · DOL Form 5500 · 2024

Utili-Serve, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 271
Participants Below avg headcount: 55th
Percentile by assets National rank: $36,182
Avg per participant Low balance/head

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Official DOL plan name: Utili-Serve, LLC 401(k) Plan · Sponsored by Utili-Serve, LLC · North Carolina · Utilities

$10M in assets, 271 participants

Utili-Serve, LLC's Utili-Serve, LLC 401(k) Plan reported $10M in total assets and 271 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

#180 in Utilities (732 peers)

Coverage in North Carolina

Utili-Serve, LLC 401(k) Plan covers 271 participants in North Carolina, about 33% of the average North Carolina filer (state average ~819 per filing). Assets: $10M.

#180
in Utilities (732 peers): +24.0%
assets growth YoY

Utili-Serve, LLC 401(k) Plan's mid-pack asset rank among Utilities and all filers

Utili-Serve, LLC 401(k) Plan vs every filed plan by assets

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

$9,805,413 Top 45% higher than 55% 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

Utili-Serve, LLC 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. Utili-Serve, LLC 401(k) Plan sits mid-pack in the medium band (271 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%)

Utili-Serve, LLC 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Utili-Serve, LLC 401(k) Plan reported participants rose from 221 in the plan year 2023 filing to 271 in the plan year 2024 filing.
Utili-Serve, LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 262847595 · Utili-Serve, LLC PY 2024 · 401(k)

Utili-Serve, LLC 401(k) Plan · $10M · 271 · 55th

RANK $10M
PHOTO 271
IND 55th
EOY 401(k)
5500 near Dipasqua Teams, LLC Savings Plan
ASSETS ind #180

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 Utilities retirement plans → · Plans in North Carolina →

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

North Carolina filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$10M
Net Income	$2M
Employer EIN	262847595
Plan Effective Date	2012-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Utili-Serve, LLC)

Latest sponsor-wide plan assets: $10M 73.39062085551096% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	192	$6M
2023	1	221	$8M
2024	1	271	$10M

Nearby 401(k) Plans in North Carolina

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

Utili-Serve, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

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

Compare Utili-Serve, LLC 401(k) Plan side-by-side with 3 peers →

Utili-Serve, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Dipasqua Teams, LLC Savings Plan in FL ($10M); by covered participants it is Action Rentals Holdings, LLC in FL (271 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Dipasqua Teams, LLC Savings Plan (FL) $10M · 521
Xilio Development, Inc. 401(k) Plan (MA) $10M · 79
Sp Vessel Buyer LLC (FL) $10M · 283
Pueblo of Laguna Commercial Enterprises 401(k) Profit Sharing Plan and Trust (NM) $10M · 1,758

Similar participant headcount

Nearest other-state filings by covered participants (271 participants); asset peers above are excluded.

Action Rentals Holdings, LLC (FL) 271 · 0 off
Sage Atc Environmental Consulting LLC 401(k) Plan (TX) 271 · 0 off
Norwich Commercial Group, Inc. 401(k) Plan (CT) 271 · 0 off
Orchard Software Corporation 401(k) Profit Sharing Plan and Trust (IN) 271 · 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 Utili-Serve, LLC 401(k) Plan assets move in 2024? ▼

Utili-Serve, LLC 401(k) Plan grew sharply - up 24.0% during 2024, from $8M to $10M. Reported net income was $2M.

How have Utili-Serve, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Utili-Serve, LLC's sponsor-wide assets grew 73.4%, from $6M to $10M.

Which 401(k) plans are similar in size to Utili-Serve, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Dipasqua Teams, LLC Savings Plan in FL ($10M, 521 participants).

Which 401(k) plans cover a similar participant headcount to Utili-Serve, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Action Rentals Holdings, LLC in FL (271 participants, $509K 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 262847595.