401(k) · DOL Form 5500 · 2024

Southeastern Property Management LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
667
Participants Below avg headcount
66th
Percentile by assets National rank
$23,883
Avg per participant Low balance/head
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Official DOL plan name: Southeastern Property Management LLC 401(k) Plan · Sponsored by Southeastern Property Management LLC · Alabama · Real Estate

$16M in assets, 667 participants

Southeastern Property Management LLC's Southeastern Property Management LLC 401(k) Plan reported $16M in total assets and 667 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,736 in Real Estate (4,605 peers)

Southeastern Property Management LLC multi-year trail

Southeastern Property Management LLC's plans moved +58.2% in assets from 2022 to 2024; this filing shows Southeastern Property Management LLC 401(k) Plan at $16M / 667 participants.

#3,736
in Real Estate (4,605 peers)
+19.9%
assets growth YoY

Southeastern Property Management LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Southeastern Property Management LLC 401(k) Plan vs every filed plan by assets

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

$15,930,128 Top 34% higher than 66% 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

Southeastern Property Management 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. Southeastern Property Management LLC 401(k) Plan sits mid-pack in the medium band (667 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southeastern Property Management LLC 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Southeastern Property Management LLC 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Southeastern Property Management LLC 401(k) Plan reported participants fell from 701 in the plan year 2023 filing to 667 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 630755228 · Southeastern Property Management LLC PY 2024 · 401(k)

Southeastern Property Management LLC 401(k) Plan · $16M · 667 · 66th

  • TYPE $16M
  • NET 667
  • BOOK 66th
  • VS-ST 401(k)
  • BOY near Kiwanis International 401(k) Plan
  • SCH ind #3736

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 Real Estate retirement plans → · Plans in Alabama →

Southeastern Property Management LLC 401(k) Plan in the asset neighbourhood

Southeastern Property Management LLC 401(k) PlanSoutheastern Property Manage…$16MKiwanis International 401(k) PlanKiwanis International 401(k)…$16MCr Legal Team, LLP 401(k) PlanCr Legal Team, LLP 401(k) Pl…$16MAllied Electric, Inc. 401(k) Savings and Retirement PlanAllied Electric, Inc. 401(k)…$16MHeavy Machines, Inc. 401(k)/Profit Sharing PlanHeavy Machines, Inc. 401(k)/…$16M
End-of-year total assets ($M) among Southeastern Property Management LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Southeastern Property Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Southeastern Property Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 58.179188472811575% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.1M $15.9M ▲ +58.2%
Year Plans Participants Total Assets
2022 1 693 $10M
2023 1 701 $13M
2024 1 667 $16M

Southeastern Property Management LLC filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN630755228
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Southeastern Property Management LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Southeastern Property Management LLC 401(k) Plan, Total assets ($B): 0.015930128 · Participants: 667Southeastern Property Management LLC 401(k) 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
Southeastern Property Management LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

Southeastern Property Management LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Kiwanis International 401(k) Plan in IN ($16M); by covered participants it is Hp Pelzer Automotive Systems, Inc. 401(k) Plan in MI (667 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (667 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 Southeastern Property Management LLC 401(k) Plan assets move in 2024?
Southeastern Property Management LLC 401(k) Plan grew sharply - up 19.9% during 2024, from $13M to $16M. Reported net income was $3M.
How have Southeastern Property Management LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Southeastern Property Management LLC's sponsor-wide assets grew 58.2%, from $10M to $16M.
Which 401(k) plans are similar in size to Southeastern Property Management LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Kiwanis International 401(k) Plan in IN ($16M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Southeastern Property Management LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Hp Pelzer Automotive Systems, Inc. 401(k) Plan in MI (667 participants, $17M in assets).