401(k) · DOL Form 5500 · 2022
Scaled Securities Co 401(k) Plan
Data updated 2026-08-25
- $187K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $186,503
- Avg per participant Above avg balance/head
Official DOL plan name: Scaled Securities Investment Plan · Sponsored by Scaled Securities Co · Florida · Finance & Insurance
$187K in assets, 1 participants
Scaled Securities Co's Scaled Securities Investment Plan reported $187K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 10th 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.
- #584 in Finance & Insurance (9,261 peers)
What the 2022 filing shows
Scaled Securities Investment Plan holds $187K for 1 participant - about $186,503 per participant, among the smaller plans by assets on file.
- #584
- in Finance & Insurance (9,261 peers)
- $187K
- reported net income
Scaled Securities Investment Plan among the smaller filed plans by assets
Scaled Securities Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$186,503 10th percentile higher than 10% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Scaled Securities Investment Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Scaled Securities Investment Plan is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 874165061 · Scaled Securities Co PY 2022 · 401(k)
Scaled Securities Investment Plan · $187K · 1 · 10th
- PHOTO $187K
- PHOTO 1
- PHOTO 10th
- PHOTO 401(k)
- PHOTO near Composed Investments Co. 401(k) Plan
- PHOTO ind #584
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 Florida →
Scaled Securities Investment Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $187K |
| Net Income | $187K |
| Employer EIN | 874165061 |
| Plan Effective Date | 2022-01-04 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Scaled Securities Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Composed Investments Co. 401(k) Plan in NC ($186K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($187K here).
- Composed Investments Co. 401(k) Plan (NC) $186K · 3
- Aurostar Retirement Plan (CA) $187K · N/A
- Sleepy Bear Ventures Retirement Plan (IL) $186K · 1
- M & M Quality Care, Inc. 401(k) Profit Sharing Plan (MI) $187K · 25
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Kellow Corporation 401(k) Profit Sharing Plan (WI) 1 · 0 off
- Steven a Root Enterprises, Inc. 401 K Plan (IA) 1 · 0 off
- Rebel Goat 401(k) 2022 (UT) 1 · 0 off
- Dmg Beauty, Inc. 401(k) Profit Sharing Plan (MD) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.