401(k) · DOL Form 5500 · 2022
Spartan Management LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 373
- Participants Below avg headcount
- 45th
- Percentile by assets National rank
- $10,012
- Avg per participant Low balance/head
Official DOL plan name: Spartan Management, LLC 401(k) Plan · Sponsored by Spartan Management LLC · Oregon · Retail Trade
$4M in assets, 373 participants
Spartan Management LLC's Spartan Management, LLC 401(k) Plan reported $4M in total assets and 373 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.
- #5,146 in Retail Trade (9,519 peers)
Spartan Management LLC multi-year trail
Spartan Management LLC's plans moved +13.0% in assets from 2022 to 2024; this filing shows Spartan Management, LLC 401(k) Plan at $4M / 373 participants.
- #5,146
- in Retail Trade (9,519 peers)
- -5.4%
- assets change YoY
The plan reported a net loss of $296K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Spartan Management, LLC 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
Spartan Management, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,734,529 45th percentile higher than 45% 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
Spartan Management, LLC 401(k) 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. Spartan Management, LLC 401(k) Plan sits mid-pack in the medium band (373 participants).
Form 5500 schedule snapshot
Filing strip 274384090 · Spartan Management LLC PY 2022 · 401(k)
Spartan Management, LLC 401(k) Plan · $4M · 373 · 45th
- PCT $4M
- EIN 373
- RANK 45th
- PHOTO 401(k)
- IND near Comtel Group 401(k) Plan
- EOY ind #5146
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 Retail Trade retirement plans → · Plans in Oregon →
Spartan Management, LLC 401(k) Plan in the asset neighbourhood
Spartan Management LLC multi-year asset trail
Sponsor-wide plan assets over time
All Spartan Management LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 13.002067998400868% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 373 | $4M |
| 2023 | 1 | 375 | $4M |
| 2024 | 1 | 354 | $4M |
Spartan Management LLC filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$296K |
| Employer EIN | 274384090 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.2B · 36,913
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.0B · 7,492
- Precision Castparts Corp. 401(k) Retirement Savings Plan $1.9B · 14,939
- Xpo Logistics Retirement Savings Plan $1.7B · 6,855
- Pacificorp K Plus Employee Savings Plan $1.4B · 4,905
Spartan Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Comtel Group 401(k) Plan in MA ($4M); by covered participants it is Bsc Acquisition Sub, LLC 401(k) Savings Plan in VA (373 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Comtel Group 401(k) Plan (MA) $4M · 8
- Applewood Centers, Inc. Tax Deferred Savings Plan (OH) $4M · 168
- Massage Jmsrx, Inc. 401(k) Plan (FL) $4M · 53
- Skils'kin 401(k) Plan (WA) $4M · 187
Similar participant headcount
Nearest other-state filings by covered participants (373 participants); asset peers above are excluded.
- Bsc Acquisition Sub, LLC 401(k) Savings Plan (VA) 373 · 0 off
- Schumacher Homes, Inc. 401(k) Plan (OH) 373 · 0 off
- Diamatrix, Inc. Retirement and Profit Sharing Plan (PA) 373 · 0 off
- The Step Program, Inc. 401(k) Profit Sharing Plan (CA) 373 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.