401(k) · DOL Form 5500 · 2022

Spp Capital Partners, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
10
Participants Small participant base
63rd
Percentile by assets National rank
$916,137
Avg per participant High balance/head
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Official DOL plan name: Spp Capital Partners, LLC 401(k) Plan · Sponsored by Spp Capital Partners, LLC · New York · Finance & Insurance

$9M in assets, 10 participants

Spp Capital Partners, LLC's Spp Capital Partners, LLC 401(k) Plan reported $9M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,312 in Finance & Insurance (9,261 peers)

Spp Capital Partners, LLC multi-year trail

Spp Capital Partners, LLC's plans moved +39.2% in assets from 2022 to 2024; this filing shows Spp Capital Partners, LLC 401(k) Plan at $9M / 10 participants.

#4,312
in Finance & Insurance (9,261 peers)
-13.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Spp Capital Partners, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Spp Capital Partners, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$9,161,369 Top 37% higher than 63% of 139,123 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 2022

Spp Capital Partners, LLC 401(k) 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. Spp Capital Partners, LLC 401(k) Plan is a micro filing (10 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 134018625 · Spp Capital Partners, LLC PY 2022 · 401(k)

Spp Capital Partners, LLC 401(k) Plan · $9M · 10 · 63rd

  • PART $9M
  • PART 10
  • PART 63rd
  • PART 401(k)
  • PART near Cultivate Solutions 401(k) Plan and Trust
  • PART ind #4312

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 New York →

Spp Capital Partners, LLC 401(k) Plan in the asset neighbourhood

Spp Capital Partners, LLC 401(k) PlanSpp Capital Partners, LLC 40…$9MCultivate Solutions 401(k) Plan and TrustCultivate Solutions 401(k) P…$9MT/Cci Manufacturing, L.L.C. 401(k) PlanT/Cci Manufacturing, L.L.C. …$9MSynergy Equipment 401(k) Plan$9MNott Company Retirement Savings Plan and TrustNott Company Retirement Savi…$9M
End-of-year total assets ($M) among Spp Capital Partners, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Spp Capital Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Spp Capital Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 39.16340450864931% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.16M $12.8M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 10 $9M
2023 1 12 $11M
2024 1 10 $13M

Spp Capital Partners, LLC filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN134018625
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Spp Capital Partners, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Spp Capital Partners, LLC 401(k) Plan, Total assets ($B): 0.009161369 · Participants: 10Spp Capital Partners, LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Spp Capital Partners, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Spp Capital Partners, LLC 401(k) Plan side-by-side with 3 peers →

Spp Capital Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cultivate Solutions 401(k) Plan and Trust in ND ($9M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Spp Capital Partners, LLC 401(k) Plan assets move in 2022? ▼
Spp Capital Partners, LLC 401(k) Plan pulled back noticeably - down 13.6% during 2022, from $11M to $9M. Reported net income was -$1M.
How have Spp Capital Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spp Capital Partners, LLC's sponsor-wide assets grew 39.2%, from $9M to $13M.
Which 401(k) plans are similar in size to Spp Capital Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cultivate Solutions 401(k) Plan and Trust in ND ($9M, 519 participants).
Which 401(k) plans cover a similar participant headcount to Spp Capital Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134018625.

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.