401(k) · DOL Form 5500 · 2024

Surteco USA Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
637
Participants Below avg headcount
76th
Percentile by assets National rank
$43,267
Avg per participant Low balance/head
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Official DOL plan name: Surteco North America 401(k) Plan · Sponsored by Surteco USA Inc. · North Carolina · Manufacturing

$28M in assets, 637 participants

Surteco USA Inc.'s Surteco North America 401(k) Plan reported $28M in total assets and 637 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #11,908 in Manufacturing (17,777 peers)

Where Surteco North America 401(k) Plan sits by assets

Surteco North America 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 637 participants (~$43,267/participant), up 26.4% in 2024.

#11,908
in Manufacturing (17,777 peers)
+26.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2024 · DOL Form 5500

$27,561,290 Top 24% higher than 76% 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

Surteco North America 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. Surteco North America 401(k) Plan sits mid-pack in the medium band (637 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Surteco North America 401(k) Plan reported participants rose from 282 in the plan year 2023 filing to 637 in the plan year 2024 filing.
  • Surteco North America 401(k) Plan reported net income fell from $11M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Surteco North America 401(k) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 263908590 · Surteco USA Inc. PY 2024 · 401(k)

Surteco North America 401(k) Plan · $28M · 637 · 76th

  • EIN $28M
  • RANK 637
  • PHOTO 76th
  • IND 401(k)
  • EOY near Heartland Bank 401(k) Profit Sharing Plan
  • 5500 ind #11908

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 →

Surteco North America 401(k) Plan in the asset neighbourhood

Surteco North America 401(k) PlanSurteco North America 401(k)…$28MHeartland Bank 401(k) Profit Sharing PlanHeartland Bank 401(k) Profit…$28MSolid Waste Services, Inc. 401(k) Profit Sharing PlanSolid Waste Services, Inc. 4…$28MStanion Wholesale Electric Company, Inc. 401(k) Profit Sharing PlanStanion Wholesale Electric C…$28MWyo-Ben, Inc. 401(k) Retirement PlanWyo-Ben, Inc. 401(k) Retirem…$28M
End-of-year total assets ($M) among Surteco North America 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$28M
Net Income$6M
Employer EIN263908590
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Surteco USA Inc.)

Sponsor-wide plan assets over time

All Surteco USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 26.418860297414426% vs 2023
2024 filing year
$20M$22M$24M$26M$28M$30M 20232024 $21.8M $27.6M ▲ +26.4%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Surteco North America 401(k) Plan, Total assets ($B): 0.02756129 · Participants: 637Surteco North America 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
Surteco North America 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
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 Heartland Bank 401(k) Profit Sharing Plan in OH ($28M); by covered participants it is Cu Direct Corporation Capital Accumulation Plan in CA (637 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (637 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 Surteco North America 401(k) Plan assets move in 2024? ▼
Surteco North America 401(k) Plan grew sharply - up 26.4% during 2024, from $22M to $28M. Reported net income was $6M.
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.
Where does Surteco North America 401(k) Plan rank by assets among Form 5500 filers? ▼
Surteco North America 401(k) Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
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 Heartland Bank 401(k) Profit Sharing Plan in OH ($28M, 271 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 Cu Direct Corporation Capital Accumulation Plan in CA (637 participants, $116M 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 263908590.

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.