401(k) · DOL Form 5500 · 2024

Southeast Mechanical 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
162
Participants Small participant base
48th
Percentile by assets National rank
$42,937
Avg per participant Low balance/head
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Official DOL plan name: Southeast Mechanical Contractors 401(k) Plan · Sponsored by Southeast Mechanical · Florida · Construction

$7M in assets, 162 participants

Southeast Mechanical's Southeast Mechanical Contractors 401(k) Plan reported $7M in total assets and 162 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,214 in Construction (9,039 peers)

Coverage in Florida

Southeast Mechanical Contractors 401(k) Plan covers 162 participants in Florida, about 26% of the average Florida filer (state average ~628 per filing). Assets: $7M.

#4,214
in Construction (9,039 peers)
+26.3%
assets growth YoY

Southeast Mechanical Contractors 401(k) Plan's mid-pack asset rank among Construction and all filers

Southeast Mechanical Contractors 401(k) Plan vs every filed plan by assets

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

$6,955,868 48th percentile higher than 48% 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

Southeast Mechanical Contractors 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. Southeast Mechanical Contractors 401(k) Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Southeast Mechanical Contractors 401(k) Plan reported net income rose from -$992K in the plan year 2022 filing to $1M in the plan year 2024 filing.
  • Southeast Mechanical Contractors 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $7M in the plan year 2024 filing.
  • Southeast Mechanical Contractors 401(k) Plan reported participants rose from 131 in the plan year 2022 filing to 162 in the plan year 2024 filing.

See the national 2022→2024 release diff →

Plan-year Form 5500 strip

Filing strip 651153325 · Southeast Mechanical PY 2024 · 401(k)

Southeast Mechanical Contractors 401(k) Plan · $7M · 162 · 48th

  • PCT $7M
  • EIN 162
  • RANK 48th
  • PHOTO 401(k)
  • IND near Luquire, George and Andrews, Inc. 401(k) Profit Sharing Plan
  • EOY ind #4214

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 Florida →

Southeast Mechanical Contractors 401(k) Plan in the asset neighbourhood

Southeast Mechanical Contractors 401(k) PlanSoutheast Mechanical Contrac…$7MLuquire, George and Andrews, Inc. 401(k) Profit Sharing PlanLuquire, George and Andrews,…$7MNational Hme 401(k) Savings PlanNational Hme 401(k) Savings …$7MFoundation Laboratory 401(k) Profit Sharing PlanFoundation Laboratory 401(k)…$7MBill Alexander Automotive Group 401(k) Profit Sharing PlanBill Alexander Automotive Gr…$7M
End-of-year total assets ($M) among Southeast Mechanical Contractors 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN651153325
Plan Effective Date2002-02-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeast Mechanical)

Sponsor-wide plan assets over time

All Southeast Mechanical plans reported in each filing year

Latest sponsor-wide plan assets
$7M 57.8048287469773% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 20222024 $4.41M $6.96M ▲ +57.8%
Year Plans Participants Total Assets
2022 1 131 $4M
2024 1 162 $7M

Nearby 401(k) Plans in Florida

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

Southeast Mechanical Contractors 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Southeast Mechanical Contractors 401(k) Plan, Total assets ($B): 0.006955868 · Participants: 162Southeast Mechanical Contractors 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Southeast Mechanical Contractors 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Southeast Mechanical Contractors 401(k) Plan side-by-side with 3 peers →

Southeast Mechanical Contractors 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Luquire, George and Andrews, Inc. 401(k) Profit Sharing Plan in NC ($7M); by covered participants it is Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan in OH (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Southeast Mechanical Contractors 401(k) Plan assets move in 2024? ▼
Southeast Mechanical Contractors 401(k) Plan grew sharply - up 26.3% during 2024, from $6M to $7M. Reported net income was $1M.
How have Southeast Mechanical plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Southeast Mechanical's sponsor-wide assets grew 57.8%, from $4M to $7M.
Which 401(k) plans are similar in size to Southeast Mechanical Contractors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Luquire, George and Andrews, Inc. 401(k) Profit Sharing Plan in NC ($7M, 66 participants).
Which 401(k) plans cover a similar participant headcount to Southeast Mechanical Contractors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan in OH (162 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 651153325.

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.