401(k) · DOL Form 5500 · 2024

Emcor Securities, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
4
Participants Small participant base
56th
Percentile by assets National rank
$2.6M
Avg per participant High balance/head
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Official DOL plan name: Emcor Securities, Inc. 401(k) Plan · Sponsored by Emcor Securities, Inc. · Vermont · Finance & Insurance

$10M in assets, 4 participants

Emcor Securities, Inc.'s Emcor Securities, Inc. 401(k) Plan reported $10M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,425 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Emcor Securities, Inc. 401(k) Plan holds $10M for 4 participants - about $2.6M per participant, above the median plan by assets.

#3,425
in Finance & Insurance (8,549 peers)
+1.6%
assets growth YoY

Emcor Securities, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Emcor Securities, Inc. 401(k) Plan vs every filed plan by assets

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

$10,250,836 Top 44% higher than 56% 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

Emcor Securities, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emcor Securities, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Emcor Securities, Inc. 401(k) Plan reported net income fell from $437K in the plan year 2023 filing to $159K in the plan year 2024 filing.
  • Emcor Securities, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 133419711 · Emcor Securities, Inc. PY 2024 · 401(k)

Emcor Securities, Inc. 401(k) Plan · $10M · 4 · 56th

  • BOOK $10M
  • BOOK 4
  • BOOK 56th
  • BOOK 401(k)
  • BOOK near Schmitt * Flex Retirement Savings Plan
  • BOOK ind #3425

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 Finance & Insurance retirement plans → · Plans in Vermont →

Emcor Securities, Inc. 401(k) Plan in the asset neighbourhood

Emcor Securities, Inc. 401(k) PlanEmcor Securities, Inc. 401(k…$10MSchmitt * Flex Retirement Savings PlanSchmitt * Flex Retirement Sa…$10MNevada H.a.N.D., Inc. 401(k) PlanNevada H.a.N.D., Inc. 401(k)…$10MAgeiss Inc. 401(k) Profit Sharing PlanAgeiss Inc. 401(k) Profit Sh…$10MHilbers, Inc. 401(k) Plan and TrustHilbers, Inc. 401(k) Plan an…$10M
End-of-year total assets ($M) among Emcor Securities, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$159K
Employer EIN133419711
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emcor Securities, Inc.)

Sponsor-wide plan assets over time

All Emcor Securities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 6.17727320467838% vs 2022
2024 filing year
$9.4M$9.6M$9.8M$10M$10.2M$10.4M 202220232024 $9.65M $10.3M ▲ +6.2%
Year Plans Participants Total Assets
2022 1 4 $10M
2023 1 4 $10M
2024 1 4 $10M

Nearby 401(k) Plans in Vermont

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

Emcor Securities, Inc. 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Emcor Securities, Inc. 401(k) Plan, Total assets ($B): 0.010250836 · Participants: 4Emcor Securities, Inc. 401(k) PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 2.219723296 · Participants: 12486The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.335306385 · Participants: 1397National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.243285831 · Participants: 520Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.175195216 · Participants: 534Husky Retirement SavingsCasella Waste Systems 401(k) Plan, Total assets ($B): 0.160906631 · Participants: 3488Casella Waste Systems 401(k) Plan
Emcor Securities, Inc. 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Emcor Securities, Inc. 401(k) Plan side-by-side with 3 peers →

Emcor Securities, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Schmitt * Flex Retirement Savings Plan in MN ($10M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Emcor Securities, Inc. 401(k) Plan assets move in 2024? ▼
Emcor Securities, Inc. 401(k) Plan edged up modestly - up 1.6% during 2024, from $10M to $10M. Reported net income was $159K.
How have Emcor Securities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emcor Securities, Inc.'s sponsor-wide assets grew 6.2%, from $10M to $10M.
Which 401(k) plans are similar in size to Emcor Securities, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schmitt * Flex Retirement Savings Plan in MN ($10M, 246 participants).
Which 401(k) plans cover a similar participant headcount to Emcor Securities, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 133419711.

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.