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

Spee Dee Delivery Service, Inc Retirement Plan

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

Sponsored by Spee Dee Delivery Service, Inc. Β· Minnesota Β· Transportation & Warehousing

What the 2023 filing shows

Spee Dee Delivery Service, Inc Retirement Plan holds $50M for 1,313 participants - about $38,205 per participant, down 13.6% over the 2022 plan year.

$50M
total plan assets (2022 EOY)
1,313
covered participants
$38,205
avg assets per participant
-13.6%
assets change YoY

The plan reported a net loss of $8M for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$50M
Participants
1,313
State
Industry
Transportation & Warehousing

What the Filing Says About Spee Dee Delivery Service, Inc Retirement Plan

Spee Dee Delivery Service, Inc Retirement Plan is a 401(k) retirement plan sponsored by Spee Dee Delivery Service, Inc., headquartered in Minnesota. As of the 2022 Form 5500 filing, the plan reports $50M in total end-of-year assets and covers 1,313 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 411530767, and the plan has been effective since 1988-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $58M at the beginning of 2022 to $50M at year-end β€” a decline of 13.6%. Net assets (after liabilities) closed the year at $50M, with reported net income of $-7,983,292 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 β€” 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)$58M
Total Assets (End of Year)$50M
Net Assets (End of Year)$50M
Net Income$-7,983,292
Plan Type401(k)
Employer EIN411530767
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spee Dee Delivery Service, Inc.)

Year Plans Participants Total Assets
2022 1 1,313 $50M
2023 1 1,393 $54M
2024 1 1,536 $53M

Nearby 401(k) Plans in Minnesota

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

Frequently Asked Questions

How much money is in the Spee Dee Delivery Service, Inc Retirement Plan?
As of the 2022 Form 5500 filing, Spee Dee Delivery Service, Inc Retirement Plan holds $50M in total assets with 1,313 participants. It is sponsored by Spee Dee Delivery Service, Inc..
What type of plan is Spee Dee Delivery Service, Inc Retirement Plan?
Spee Dee Delivery Service, Inc Retirement Plan is a 401(k) plan. It has been effective since 1988-01-01. The plan is filed with the U.S. Department of Labor under EIN 411530767.
Who sponsors the Spee Dee Delivery Service, Inc Retirement Plan?
Spee Dee Delivery Service, Inc Retirement Plan is sponsored by Spee Dee Delivery Service, Inc., located in Minnesota. The sponsor's EIN is 411530767 and the plan operates in the Transportation & Warehousing industry.
How did Spee Dee Delivery Service, Inc Retirement Plan perform in 2022?
Spee Dee Delivery Service, Inc Retirement Plan declined by 13.6% during 2022, moving from $58M to $50M in total assets. Net income was $-7,983,292.
Where can I find official filings for Spee Dee Delivery Service, Inc Retirement Plan?
Official Form 5500 filings for Spee Dee Delivery Service, Inc Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 411530767 or plan name at efast.dol.gov.
How does Spee Dee Delivery Service, Inc Retirement Plan compare to other plans?
You can compare Spee Dee Delivery Service, Inc Retirement Plan against other 401(k) plans on the plan type page, or view plans in Minnesota 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) β€” original filing retrieval by EIN 411530767.

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

Reference: IRS Publication 590-B β€” 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.