401(k) · DOL Form 5500 · 2022

S3 Spex, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
26th
Percentile by assets National rank
$221,023
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: S3 Spex, Inc. Retirement Plan · Sponsored by S3 Spex, Inc. · North Carolina · Administrative & Support Services

$1M in assets, 5 participants

S3 Spex, Inc.'s S3 Spex, Inc. Retirement Plan reported $1M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,397 in Administrative & Support Services (4,927 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, S3 Spex, Inc. Retirement Plan ranks #2,397 of 4,927 2022 filers by assets (2611% of the sector average)-$1M for 5 participants.

#2,397
in Administrative & Support Services (4,927 peers)
-18.6%
assets change YoY

The plan reported a net loss of $253K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

S3 Spex, Inc. Retirement Plan among the smaller filed plans by assets

S3 Spex, Inc. Retirement Plan vs every filed plan by assets

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

$1,105,114 26th percentile higher than 26% 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

S3 Spex, Inc. Retirement 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. S3 Spex, Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.

Published 5500 schedule card

Filing strip 831271739 · S3 Spex, Inc. PY 2022 · 401(k)

S3 Spex, Inc. Retirement Plan · $1M · 5 · 26th

  • NET $1M
  • NET 5
  • NET 26th
  • NET 401(k)
  • NET near Deutsche Pfnadbrief Bank Ag 401(k) Profit Sharing Plan & Trust
  • NET ind #2397

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 Administrative & Support Services retirement plans → · Plans in North Carolina →

S3 Spex, Inc. Retirement Plan in the asset neighbourhood

S3 Spex, Inc. Retirement Plan$1MDeutsche Pfnadbrief Bank Ag 401(k) Profit Sharing Plan & TrustDeutsche Pfnadbrief Bank Ag …$1MHarbes Family of Farms, LLC 401(k) Profit Sharing PlanHarbes Family of Farms, LLC …$1MUnited Methodist Manor of the Pee Dee 401(k) PlanUnited Methodist Manor of th…$1MThomas W. Daniels & Co., P.C. 401(k) PlanThomas W. Daniels & Co., P.C…$1M
End-of-year total assets ($M) among S3 Spex, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$253K
Employer EIN831271739
Plan Effective Date2018-08-08
Filing StatusFILING RECEIVED

Sponsor Plan History (S3 Spex, Inc.)

Sponsor-wide plan assets over time

All S3 Spex, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 30.962054593462756% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M 202220232024 $1.11M $1.45M ▲ +30.6%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 7 $1M
2024 1 10 $1M

Nearby 401(k) Plans in North Carolina

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

S3 Spex, Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants S3 Spex, Inc. Retirement Plan, Total assets ($B): 0.001105114 · Participants: 5S3 Spex, Inc. Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
S3 Spex, Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

S3 Spex, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Deutsche Pfnadbrief Bank Ag 401(k) Profit Sharing Plan & Trust in NY ($1M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

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 S3 Spex, Inc. Retirement Plan assets move in 2022?
S3 Spex, Inc. Retirement Plan declined sharply - down 18.6% during 2022, from $1M to $1M. Reported net income was -$253K.
How have S3 Spex, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), S3 Spex, Inc.'s sponsor-wide assets grew 31.0%, from $1M to $1M.
Which 401(k) plans are similar in size to S3 Spex, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Deutsche Pfnadbrief Bank Ag 401(k) Profit Sharing Plan & Trust in NY ($1M, 8 participants).
Which 401(k) plans cover a similar participant headcount to S3 Spex, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K in assets).