401(k) · DOL Form 5500 · 2024

Southern Heat Exchanger Corporation 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
124
Participants Small participant base
57th
Percentile by assets National rank
$84,370
Avg per participant Below avg balance/head
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Official DOL plan name: Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan · Sponsored by Southern Heat Exchanger Corporation · Alabama · Manufacturing

$10M in assets, 124 participants

Southern Heat Exchanger Corporation's Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan reported $10M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #7,605 in Manufacturing (17,777 peers)

Coverage in Alabama

Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan covers 124 participants in Alabama, about 34% of the average Alabama filer (state average ~360 per filing). Assets: $10M.

#7,605
in Manufacturing (17,777 peers)
+22.5%
assets growth YoY

Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,461,896 Top 43% higher than 57% 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

Southern Heat Exchanger Corporation 401(k) Profit Sharing 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. Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan reported participants rose from 100 in the plan year 2023 filing to 124 in the plan year 2024 filing.
  • Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 630455815 · Southern Heat Exchanger Corporation PY 2024 · 401(k)

Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan · $10M · 124 · 57th

  • VS-ST $10M
  • BOY 124
  • SCH 57th
  • EBSA 401(k)
  • PART near Deshler Group, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #7605

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 Alabama →

Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Southern Heat Exchanger Corporation 401(k) Profit Sharing PlanSouthern Heat Exchanger Corp…$10MDeshler Group, Inc. 401(k) Profit Sharing PlanDeshler Group, Inc. 401(k) P…$10MTunein, Inc. 401(k) Plan$10MIndustrial Electric Company Profit Sharing/401(k) Plan and TrustIndustrial Electric Company …$10MAdvanced Medical Pricing Solutions 401(k) Profit Sharing PlanAdvanced Medical Pricing Sol…$10M
End-of-year total assets ($M) among Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN630455815
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Heat Exchanger Corporation)

Sponsor-wide plan assets over time

All Southern Heat Exchanger Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$10M 53.42149315411007% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.82M $10.5M ▲ +53.4%
Year Plans Participants Total Assets
2022 1 80 $7M
2023 1 100 $9M
2024 1 124 $10M

Nearby 401(k) Plans in Alabama

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

Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.010461896 · Participants: 124Southern Heat Exchanger Corporation 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Deshler Group, Inc. 401(k) Profit Sharing Plan in MI ($10M); by covered participants it is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan assets move in 2024? ▼
Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan grew sharply - up 22.5% during 2024, from $9M to $10M. Reported net income was $2M.
How have Southern Heat Exchanger Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Heat Exchanger Corporation's sponsor-wide assets grew 53.4%, from $7M to $10M.
Which 401(k) plans are similar in size to Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Deshler Group, Inc. 401(k) Profit Sharing Plan in MI ($10M, 271 participants).
Which 401(k) plans cover a similar participant headcount to Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants, N/A 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 630455815.

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.