401(k) · DOL Form 5500 · 2024

Southern Energy Management, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
163
Participants Small participant base
38th
Percentile by assets National rank
$23,523
Avg per participant Low balance/head
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Official DOL plan name: Southern Energy Management, Inc. 401(k) Plan · Sponsored by Southern Energy Management, Inc. · North Carolina · Construction

$4M in assets, 163 participants

Southern Energy Management, Inc.'s Southern Energy Management, Inc. 401(k) Plan reported $4M in total assets and 163 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,285 in Construction (9,039 peers)

Coverage in North Carolina

Southern Energy Management, Inc. 401(k) Plan covers 163 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#3,285
in Construction (9,039 peers)
+25.8%
assets growth YoY

Southern Energy Management, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Southern Energy Management, Inc. 401(k) Plan vs every filed plan by assets

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

$3,834,170 38th percentile higher than 38% 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

Southern Energy Management, Inc. 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. Southern Energy Management, Inc. 401(k) Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern Energy Management, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Southern Energy Management, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $786K in the plan year 2024 filing.
  • Southern Energy Management, Inc. 401(k) Plan reported participants rose from 151 in the plan year 2023 filing to 163 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 943429776 · Southern Energy Management, Inc. PY 2024 · 401(k)

Southern Energy Management, Inc. 401(k) Plan · $4M · 163 · 38th

  • BOY $4M
  • SCH 163
  • EBSA 38th
  • PART 401(k)
  • TYPE near Dacs Corp. 401(k) Plan
  • NET ind #3285

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 North Carolina →

Southern Energy Management, Inc. 401(k) Plan in the asset neighbourhood

Southern Energy Management, Inc. 401(k) PlanSouthern Energy Management, …$4MDacs Corp. 401(k) Plan$4MJalisco International, Inc. Employees' 401(k) Profit Sharing Plan & TrustJalisco International, Inc. …$4MSilver Lake Construction Compa 401(k) Profit Sharing Plan and TruSilver Lake Construction Com…$4MDecor Inc. 401(k) Plan$4M
End-of-year total assets ($M) among Southern Energy Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$786K
Employer EIN943429776
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Energy Management, Inc.)

Sponsor-wide plan assets over time

All Southern Energy Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 89.30246566144305% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $2.03M $3.83M ▲ +88.7%
Year Plans Participants Total Assets
2022 1 118 $2M
2023 1 151 $3M
2024 1 163 $4M

Nearby 401(k) Plans in North Carolina

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

Southern Energy Management, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Southern Energy Management, Inc. 401(k) Plan, Total assets ($B): 0.00383417 · Participants: 163Southern Energy Management, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Southern Energy Management, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Southern Energy Management, Inc. 401(k) Plan side-by-side with 3 peers →

Southern Energy Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Dacs Corp. 401(k) Plan in CO ($4M); by covered participants it is Kessler's, Inc. 401(k) Retirement Plan in SD (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Southern Energy Management, Inc. 401(k) Plan assets move in 2024? ▼
Southern Energy Management, Inc. 401(k) Plan grew sharply - up 25.8% during 2024, from $3M to $4M. Reported net income was $786K.
How have Southern Energy Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Energy Management, Inc.'s sponsor-wide assets grew 89.3%, from $2M to $4M.
Which 401(k) plans are similar in size to Southern Energy Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dacs Corp. 401(k) Plan in CO ($4M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Southern Energy Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kessler's, Inc. 401(k) Retirement Plan in SD (163 participants, $4M 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 943429776.

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.