401(k)
2022 plan-year 401(k) DOL Form 5500

Spectrio, LLC

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Spectrio, LLC ยท Florida ยท Professional & Technical Services

What the 2023 filing shows

Spectrio, LLC holds $6M for 370 participants - about $16,260 per participant, down 2.3% over the 2022 plan year.

$6M
total plan assets (2022 EOY)
370
covered participants
$16,260
avg assets per participant
-2.3%
assets change YoY

The plan reported a net loss of $143K for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$6M
Participants
370
State
Industry
Professional & Technical Services

What the Filing Says About Spectrio, LLC

Spectrio, LLC is a 401(k) retirement plan sponsored by Spectrio, LLC, headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 370 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 371423708, and the plan has been effective since 2016-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2022 to $6M at year-end โ€” a decline of 2.3%. Net assets (after liabilities) closed the year at $6M, with reported net income of $-143,499 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$6M
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$-143,499
Plan Type401(k)
Employer EIN371423708
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spectrio, LLC)

Year Plans Participants Total Assets
2022 1 370 $6M
2023 1 405 $8M
2024 1 398 $10M

Nearby 401(k) Plans in Florida

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

Frequently Asked Questions

How much money is in the Spectrio, LLC?
As of the 2022 Form 5500 filing, Spectrio, LLC holds $6M in total assets with 370 participants. It is sponsored by Spectrio, LLC.
What type of plan is Spectrio, LLC?
Spectrio, LLC is a 401(k) plan. It has been effective since 2016-01-01. The plan is filed with the U.S. Department of Labor under EIN 371423708.
Who sponsors the Spectrio, LLC?
Spectrio, LLC is sponsored by Spectrio, LLC, located in Florida. The sponsor's EIN is 371423708 and the plan operates in the Professional & Technical Services industry.
How did Spectrio, LLC perform in 2022?
Spectrio, LLC declined by 2.3% during 2022, moving from $6M to $6M in total assets. Net income was $-143,499.
Where can I find official filings for Spectrio, LLC?
Official Form 5500 filings for Spectrio, LLC are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 371423708 or plan name at efast.dol.gov.
How does Spectrio, LLC compare to other plans?
You can compare Spectrio, LLC against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 371423708.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.