401(k) · DOL Form 5500 · 2024
Southern Maryland Electric Cooperative 401(k) Plan
Data updated 2026-08-25
- $129M
- Total assets Near avg plan size
- 236
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $546,695
- Avg per participant High balance/head
Official DOL plan name: Southern Maryland Electric Cooperative, Inc · Sponsored by Southern Maryland Electric Cooperative · Maryland · Utilities
$129M in assets, 236 participants
Southern Maryland Electric Cooperative's Southern Maryland Electric Cooperative, Inc reported $129M in total assets and 236 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #473 in Utilities (732 peers)
Coverage in Maryland
Southern Maryland Electric Cooperative, Inc covers 236 participants in Maryland, about 25% of the average Maryland filer (state average ~929 per filing). Assets: $129M.
- #473
- in Utilities (732 peers)
- +11.8%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Southern Maryland Electric Cooperative, Inc's outsized position by total assets
Southern Maryland Electric Cooperative, Inc vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$129,019,964 Top 8% higher than 92% 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
Southern Maryland Electric Cooperative, Inc 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 Maryland Electric Cooperative, Inc sits mid-pack in the medium band (236 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern Maryland Electric Cooperative, Inc reported net income fell from $13M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Southern Maryland Electric Cooperative, Inc end-of-year assets rose from $115M in the plan year 2023 filing to $129M in the plan year 2024 filing.
- Southern Maryland Electric Cooperative, Inc reported participants rose from 228 in the plan year 2023 filing to 236 in the plan year 2024 filing.
DOL schedule card
Filing strip 520492367 · Southern Maryland Electric Cooperative PY 2024 · 401(k)
Southern Maryland Electric Cooperative, Inc · $129M · 236 · 92nd
- VS-ST $129M
- BOY 236
- SCH 92nd
- EBSA 401(k)
- PART near Amcon, Cemstone and Tcc Employee Savings Plan
- TYPE ind #473
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 Maryland →
Southern Maryland Electric Cooperative, Inc in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $115M |
|---|---|
| Net Assets (End of Year) | $129M |
| Net Income | $10M |
| Employer EIN | 520492367 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Maryland Electric Cooperative)
Sponsor-wide plan assets over time
All Southern Maryland Electric Cooperative plans reported in each filing year
- Latest sponsor-wide plan assets
- $314M 15.500180731710984% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 721 | $272M |
| 2023 | 3 | 733 | $301M |
| 2024 | 3 | 752 | $314M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
Southern Maryland Electric Cooperative, Inc's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Amcon, Cemstone and Tcc Employee Savings Plan in MN ($129M); by covered participants it is J.B. Sullivan, Inc. Retirement Plan in IL (236 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($129M here).
- Amcon, Cemstone and Tcc Employee Savings Plan (MN) $129M · 990
- Eshares, Inc. 401(k) Plan (CA) $129M · 1,226
- Arauco North America, Inc. Retirement Plan (GA) $129M · 1,130
- U.S. Tsubaki Holdings, Inc. Retirement Plan (IL) $129M · 680
Similar participant headcount
Nearest other-state filings by covered participants (236 participants); asset peers above are excluded.
- J.B. Sullivan, Inc. Retirement Plan (IL) 236 · 0 off
- 1888 Mills 401(k) Plan (GA) 236 · 0 off
- Institutional Casework, Inc. 401(k) Plan (TN) 236 · 0 off
- Common Living, Inc. 401(k) Plan (NY) 236 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.