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

Scopelitis Garvin Light Hanson & Feary 401(k) Benefit Plan

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

Sponsored by Scopelitis Garvin Light Hanson & Feary P.C. · Indiana · Professional & Technical Services

What the 2023 filing shows

Scopelitis Garvin Light Hanson & Feary 401(k) Benefit Plan holds $51M for 142 participants — about $356,181 per participant, down 13.9% over the 2022 plan year.

$51M
total plan assets (2022 EOY)
142
covered participants
$356,181
avg assets per participant
-13.9%
assets change YoY

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

Total Assets (2023)
$51M
Participants
142
State
Industry
Professional & Technical Services

What the Filing Says About Scopelitis Garvin Light Hanson & Feary 401(k) Benefit Plan

Scopelitis Garvin Light Hanson & Feary 401(k) Benefit Plan is a 401(k) retirement plan sponsored by Scopelitis Garvin Light Hanson & Feary P.C., headquartered in Indiana. As of the 2022 Form 5500 filing, the plan reports $51M in total end-of-year assets and covers 142 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 351487550, and the plan has been effective since 1981-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $59M at the beginning of 2022 to $51M at year-end — a decline of 13.9%. Net assets (after liabilities) closed the year at $51M, with reported net income of $-8,137,731 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 — 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)$59M
Total Assets (End of Year)$51M
Net Assets (End of Year)$51M
Net Income$-8,137,731
Plan Type401(k)
Employer EIN351487550
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scopelitis Garvin Light Hanson & Feary P.C.)

Year Plans Participants Total Assets
2022 1 142 $51M
2023 1 142 $61M
2024 1 153 $71M

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Frequently Asked Questions

How much money is in the Scopelitis Garvin Light Hanson & Feary 401(k) Benefit Plan?
As of the 2022 Form 5500 filing, Scopelitis Garvin Light Hanson & Feary 401(k) Benefit Plan holds $51M in total assets with 142 participants. It is sponsored by Scopelitis Garvin Light Hanson & Feary P.C..
What type of plan is Scopelitis Garvin Light Hanson & Feary 401(k) Benefit Plan?
Scopelitis Garvin Light Hanson & Feary 401(k) Benefit Plan is a 401(k) plan. It has been effective since 1981-07-01. The plan is filed with the U.S. Department of Labor under EIN 351487550.
Who sponsors the Scopelitis Garvin Light Hanson & Feary 401(k) Benefit Plan?
Scopelitis Garvin Light Hanson & Feary 401(k) Benefit Plan is sponsored by Scopelitis Garvin Light Hanson & Feary P.C., located in Indiana. The sponsor's EIN is 351487550 and the plan operates in the Professional & Technical Services industry.
How did Scopelitis Garvin Light Hanson & Feary 401(k) Benefit Plan perform in 2022?
Scopelitis Garvin Light Hanson & Feary 401(k) Benefit Plan declined by 13.9% during 2022, moving from $59M to $51M in total assets. Net income was $-8,137,731.
Where can I find official filings for Scopelitis Garvin Light Hanson & Feary 401(k) Benefit Plan?
Official Form 5500 filings for Scopelitis Garvin Light Hanson & Feary 401(k) Benefit Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 351487550 or plan name at efast.dol.gov.
How does Scopelitis Garvin Light Hanson & Feary 401(k) Benefit Plan compare to other plans?
You can compare Scopelitis Garvin Light Hanson & Feary 401(k) Benefit Plan against other 401(k) plans on the plan type page, or view plans in Indiana 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) — original filing retrieval by EIN 351487550.

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

Reference: IRS Publication 590-B — 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.