401(k) · DOL Form 5500 · 2022

Poyner Spruill LLP 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
158
Participants Small participant base
89th
Percentile by assets National rank
$375,454
Avg per participant High balance/head
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Official DOL plan name: Poyner Spruill LLP Savings and Retirement Plan · Sponsored by Poyner Spruill LLP · North Carolina · Professional & Technical Services

$59M in assets, 158 participants

Poyner Spruill LLP's Poyner Spruill LLP Savings and Retirement Plan reported $59M in total assets and 158 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #19,498 in Professional & Technical Services (21,562 peers)

Coverage in North Carolina

Poyner Spruill LLP Savings and Retirement Plan covers 158 participants in North Carolina, about 19% of the average North Carolina filer (state average ~819 per filing). Assets: $59M.

#19,498
in Professional & Technical Services (21,562 peers)
-16.8%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Poyner Spruill LLP Savings and Retirement Plan's outsized position by total assets

Poyner Spruill LLP Savings and Retirement Plan vs every filed plan by assets

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

$59,321,794 Top 11% higher than 89% 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

Poyner Spruill LLP Savings and Retirement 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. Poyner Spruill LLP Savings and Retirement Plan sits mid-pack in the medium band (158 participants).

EBSA filing schedule strip

Filing strip 561493995 · Poyner Spruill LLP PY 2022 · 401(k)

Poyner Spruill LLP Savings and Retirement Plan · $59M · 158 · 89th

  • TYPE $59M
  • TYPE 158
  • TYPE 89th
  • TYPE 401(k)
  • TYPE near Open Access Technology International, Inc. 401(k) Plan
  • TYPE ind #19498

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Poyner Spruill LLP Savings and Retirement Plan in the asset neighbourhood

Open Access Technology International, Inc. 401(k) PlanOpen Access Technology Inter…$59MCascade Engineering, Inc. Retirement PlanCascade Engineering, Inc. Re…$59MPoyner Spruill LLP Savings and Retirement PlanPoyner Spruill LLP Savings a…$59MHeplerbroom, LLC 401(k) Profit Sharing PlanHeplerbroom, LLC 401(k) Prof…$59MDiamond Vogel, Inc. 401(k) PlanDiamond Vogel, Inc. 401(k) P…$59M
End-of-year total assets ($M) among Poyner Spruill LLP Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$59M
Net Income-$12M
Employer EIN561493995
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Poyner Spruill LLP)

Sponsor-wide plan assets over time

All Poyner Spruill LLP plans reported in each filing year

Latest sponsor-wide plan assets
$72M 20.955025399265573% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $59.3M $71.8M ▲ +21.0%
Year Plans Participants Total Assets
2022 1 158 $59M
2023 1 169 $65M
2024 1 172 $72M

Nearby 401(k) Plans in North Carolina

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

Poyner Spruill LLP Savings and Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Poyner Spruill LLP Savings and Retirement Plan, Total assets ($B): 0.059321794 · Participants: 158Poyner Spruill LLP Savings and 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
Poyner Spruill LLP Savings and Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Poyner Spruill LLP Savings and Retirement Plan side-by-side with 3 peers →

Poyner Spruill LLP Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Open Access Technology International, Inc. 401(k) Plan in MN ($59M); by covered participants it is The Bill Gatton Family of Dealerships Profit in TN (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 participants); asset peers above are excluded.

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 Poyner Spruill LLP Savings and Retirement Plan assets move in 2022? ▼
Poyner Spruill LLP Savings and Retirement Plan declined sharply - down 16.8% during 2022, from $71M to $59M. Reported net income was -$12M.
How have Poyner Spruill LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Poyner Spruill LLP's sponsor-wide assets grew 21.0%, from $59M to $72M.
Where does Poyner Spruill LLP Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Poyner Spruill LLP Savings and Retirement Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Poyner Spruill LLP Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Open Access Technology International, Inc. 401(k) Plan in MN ($59M, 302 participants).
Which 401(k) plans cover a similar participant headcount to Poyner Spruill LLP Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bill Gatton Family of Dealerships Profit in TN (158 participants, N/A in assets).

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) - original filing retrieval by EIN 561493995.

Read our methodology - how this data is sourced, computed, and verified.

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