401(k) · DOL Form 5500 · 2024
Service Experts LLC 401(k) Plan
Data updated 2026-08-25
- $152M
- Total assets Near avg plan size
- 3,675
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $41,303
- Avg per participant Low balance/head
Official DOL plan name: Service Experts LLC 401(k) Plan · Sponsored by Service Experts LLC · Texas · Construction
$152M in assets, 3,675 participants
Service Experts LLC's Service Experts LLC 401(k) Plan reported $152M in total assets and 3,675 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,278 in Construction (9,039 peers)
Coverage in Texas
Service Experts LLC 401(k) Plan covers 3,675 participants in Texas, 5.3x the typical Texas plan (state average ~688 per filing). Assets: $152M.
- #8,278
- in Construction (9,039 peers)
- +26.1%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Service Experts LLC 401(k) Plan's outsized position by total assets
Service Experts LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$151,787,733 Top 7% higher than 93% 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
Service Experts LLC 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Service Experts LLC 401(k) Plan lands in the large band (3,675 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Service Experts LLC 401(k) Plan reported net income rose from $23M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Service Experts LLC 401(k) Plan end-of-year assets rose from $120M in the plan year 2023 filing to $152M in the plan year 2024 filing.
- Service Experts LLC 401(k) Plan reported participants fell from 3,955 in the plan year 2023 filing to 3,675 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 621639453 · Service Experts LLC PY 2024 · 401(k)
Service Experts LLC 401(k) Plan · $152M · 3,675 · 93rd
- BOY $152M
- SCH 3,675
- EBSA 93rd
- PART 401(k)
- TYPE near Arizona Community Physicians, P.C. 401(k) Profit Sharing Plan & Trust
- NET ind #8278
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 Texas →
Service Experts LLC 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $120M |
|---|---|
| Net Assets (End of Year) | $152M |
| Net Income | $31M |
| Employer EIN | 621639453 |
| Plan Effective Date | 2013-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Service Experts LLC)
Sponsor-wide plan assets over time
All Service Experts LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $152M 56.318406286822885% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,546 | $97M |
| 2023 | 1 | 3,955 | $120M |
| 2024 | 1 | 3,675 | $152M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Service Experts LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Arizona Community Physicians, P.C. 401(k) Profit Sharing Plan & Trust in AZ ($152M); by covered participants it is Johnson Brothers 401(k) Plan in MN (3,676 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($152M here).
- Arizona Community Physicians, P.C. 401(k) Profit Sharing Plan & Trust (AZ) $152M · 778
- Metro Aviation, Inc. Employees' Deferred Saving and Retirement Plan (LA) $152M · 1,182
- Amada North America Group Profit Sharing and 401(k) Plan (CA) $152M · 867
- Arnot Health Employee Retirement Plan (NY) $152M · 3,219
Similar participant headcount
Nearest other-state filings by covered participants (3,675 participants); asset peers above are excluded.
- Johnson Brothers 401(k) Plan (MN) 3,676 · 1 off
- Hornblower Group, Inc.and All Affiliates 401(k) Plan (CA) 3,674 · 1 off
- The Marquis 401(k) Savings Plan (OR) 3,674 · 1 off
- Cruise, LLC Retirement Trust (CA) 3,674 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.