401(k) · DOL Form 5500 · 2023

Surteco USA Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets: 282
Participants Below avg headcount: 74th
Percentile by assets National rank: $77,311
Avg per participant Below avg balance/head

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Official DOL plan name: Surteco North America 401(k) Plan · Sponsored by Surteco USA Inc. · North Carolina · Manufacturing

$22M in assets, 282 participants

Surteco USA Inc.'s Surteco North America 401(k) Plan reported $22M in total assets and 282 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

#12,075 in Manufacturing (18,722 peers)

Coverage in North Carolina

Surteco North America 401(k) Plan covers 282 participants in North Carolina, about 34% of the average North Carolina filer (state average ~819 per filing). Assets: $22M.

#12,075
in Manufacturing (18,722 peers): +453.5%
assets growth YoY

Surteco North America 401(k) Plan's outsized position by total assets

Surteco North America 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$21,801,565 Top 26% higher than 74% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Surteco North America 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surteco North America 401(k) Plan sits mid-pack in the medium band (282 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Plan-year Form 5500 strip

Filing strip 263908590 · Surteco USA Inc. PY 2023 · 401(k)

Surteco North America 401(k) Plan · $22M · 282 · 74th

PHOTO $22M
PHOTO 282
PHOTO 74th
PHOTO 401(k)
PHOTO near Panama Transfer Profit Sharing Plan
PHOTO ind #12075

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 Manufacturing retirement plans → · Plans in North Carolina →

End-of-year total assets ($M) among Surteco North America 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$22M
Net Income	$11M
Employer EIN	263908590
Plan Effective Date	1993-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Surteco USA Inc.)

Latest sponsor-wide plan assets: $28M 26.418860297414426% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	282	$22M
2024	1	637	$28M

Nearby 401(k) Plans in North Carolina

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

Surteco North America 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $54.8B · 173,899
Honeywell 401(k) Plan $15.4B · 40,004
Duke Energy Retirement Savings Plan $10.4B · 28,121
Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174

Compare Surteco North America 401(k) Plan side-by-side with 3 peers →

Surteco North America 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Panama Transfer Profit Sharing Plan in IA ($22M); by covered participants it is The Arcticom Group, LLC 401(k) Plan in CA (282 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Panama Transfer Profit Sharing Plan (IA) $22M · 265
Franklin & Prokopik 401(k) Savings & Profit Sharing (MD) $22M · 178
American Health Information Management Association 401(k) Plan (IL) $22M · 123
Employee Savings Plan (CA) $22M · 377

Similar participant headcount

Nearest other-state filings by covered participants (282 participants); asset peers above are excluded.

The Arcticom Group, LLC 401(k) Plan (CA) 282 · 0 off
E. O. Johnson Company, Inc. 401(k) Profit Sharing Plan (WI) 282 · 0 off
Hall Financial Group Employee Savings Plan & Trust (TX) 282 · 0 off
Doug Andrus Distributing LLC 401(k) Plan (ID) 282 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Surteco North America 401(k) Plan assets move in 2023? ▼

Surteco North America 401(k) Plan surged - up 453.5% during 2023, from $4M to $22M. Reported net income was $11M.

How have Surteco USA Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Surteco USA Inc.'s sponsor-wide assets grew 26.4%, from $22M to $28M.

Which 401(k) plans are similar in size to Surteco North America 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Panama Transfer Profit Sharing Plan in IA ($22M, 265 participants).

Which 401(k) plans cover a similar participant headcount to Surteco North America 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is The Arcticom Group, LLC 401(k) Plan in CA (282 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 263908590.