401(k) · DOL Form 5500 · 2022
Spooner, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 397
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $26,996
- Avg per participant Low balance/head
Official DOL plan name: Spooner Retirement Savings Plan · Sponsored by Spooner, Inc. · Arizona · Healthcare & Social Assistance
$11M in assets, 397 participants
Spooner, Inc.'s Spooner Retirement Savings Plan reported $11M in total assets and 397 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.
- #14,367 in Healthcare & Social Assistance (20,060 peers)
Spooner, Inc. multi-year trail
Spooner, Inc.'s plans moved +65.5% in assets from 2022 to 2024; this filing shows Spooner Retirement Savings Plan at $11M / 397 participants.
- #14,367
- in Healthcare & Social Assistance (20,060 peers)
- -3.6%
- assets change YoY
The plan reported a net loss of $399K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Spooner Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Spooner Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,717,437 Top 34% higher than 66% 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
Spooner Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spooner Retirement Savings Plan sits mid-pack in the medium band (397 participants).
EBSA filing schedule strip
Filing strip 203968517 · Spooner, Inc. PY 2022 · 401(k)
Spooner Retirement Savings Plan · $11M · 397 · 66th
- IND $11M
- IND 397
- IND 66th
- IND 401(k)
- IND near Bergmeyer Associates, Inc. 401(k) Plan
- IND ind #14367
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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →
Spooner Retirement Savings Plan in the asset neighbourhood
Spooner, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Spooner, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 65.50473774653399% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 397 | $11M |
| 2023 | 1 | 479 | $14M |
| 2024 | 1 | 520 | $18M |
Spooner, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$399K |
| Employer EIN | 203968517 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Spooner Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Bergmeyer Associates, Inc. 401(k) Plan in MA ($11M); by covered participants it is Choiceone Bank 401(k) Plan in MI (397 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Bergmeyer Associates, Inc. 401(k) Plan (MA) $11M · 107
- Majorel USA, Inc (CA) $11M · 729
- Adrenaline Retirement Savings Plan (NH) $11M · 133
- Derderian, Kann, Seyferth & Salucci, PC Salary Reduction 401(k) Plan (MI) $11M · 45
Similar participant headcount
Nearest other-state filings by covered participants (397 participants); asset peers above are excluded.
- Choiceone Bank 401(k) Plan (MI) 397 · 0 off
- R.C. Retirement Plan (CA) 397 · 0 off
- Satco, Inc. 401(k) Retirement Plan (CA) 397 · 0 off
- B & W Custom Truck Beds, Inc. Profit Sharing/401(k) Plan & Trust (KS) 397 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.