401(k) · DOL Form 5500 · 2022

Spottswood Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
160
Participants Small participant base
53rd
Percentile by assets National rank
$34,726
Avg per participant Low balance/head
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Official DOL plan name: Spottswood Companies, Inc. 401(k) Plan · Sponsored by Spottswood Companies, Inc. · Florida · Real Estate

$6M in assets, 160 participants

Spottswood Companies, Inc.'s Spottswood Companies, Inc. 401(k) Plan reported $6M in total assets and 160 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,555 in Real Estate (5,057 peers)

Coverage in Florida

Spottswood Companies, Inc. 401(k) Plan covers 160 participants in Florida, about 25% of the average Florida filer (state average ~628 per filing). Assets: $6M.

#3,555
in Real Estate (5,057 peers)
-11.2%
assets change YoY

The plan reported a net loss of $703K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Spottswood Companies, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Spottswood Companies, Inc. 401(k) Plan vs every filed plan by assets

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

$5,556,082 Top 47% higher than 53% 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

Spottswood Companies, Inc. 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. Spottswood Companies, Inc. 401(k) Plan sits mid-pack in the medium band (160 participants).

Plan-year Form 5500 strip

Filing strip 650866227 · Spottswood Companies, Inc. PY 2022 · 401(k)

Spottswood Companies, Inc. 401(k) Plan · $6M · 160 · 53rd

  • BOOK $6M
  • VS-ST 160
  • BOY 53rd
  • SCH 401(k)
  • EBSA near Travers Tool Co., Inc. 401(k) Profit Sharing Plan
  • PART ind #3555

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 Real Estate retirement plans → · Plans in Florida →

Spottswood Companies, Inc. 401(k) Plan in the asset neighbourhood

Spottswood Companies, Inc. 401(k) PlanSpottswood Companies, Inc. 4…$6MTravers Tool Co., Inc. 401(k) Profit Sharing PlanTravers Tool Co., Inc. 401(k…$6MNor-Cal Controls, Inc. Savings and Retirement PlanNor-Cal Controls, Inc. Savin…$6MThi Retirement Savings Plan$6MToward Maximum Independence 401(k) PlanToward Maximum Independence …$6M
End-of-year total assets ($M) among Spottswood Companies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$703K
Employer EIN650866227
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spottswood Companies, Inc.)

Sponsor-wide plan assets over time

All Spottswood Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 53.88710965748885% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.56M $8.55M ▲ +53.8%
Year Plans Participants Total Assets
2022 1 160 $6M
2023 1 204 $7M
2024 1 244 $9M

Nearby 401(k) Plans in Florida

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

Spottswood Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Spottswood Companies, Inc. 401(k) Plan, Total assets ($B): 0.005556082 · Participants: 160Spottswood Companies, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Spottswood Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Spottswood Companies, Inc. 401(k) Plan side-by-side with 3 peers →

Spottswood Companies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Travers Tool Co., Inc. 401(k) Profit Sharing Plan in NY ($6M); by covered participants it is Apple Care, LLC 401(k) Plan in GA (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Spottswood Companies, Inc. 401(k) Plan assets move in 2022? ▼
Spottswood Companies, Inc. 401(k) Plan pulled back noticeably - down 11.2% during 2022, from $6M to $6M. Reported net income was -$703K.
How have Spottswood Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spottswood Companies, Inc.'s sponsor-wide assets grew 53.9%, from $6M to $9M.
Which 401(k) plans are similar in size to Spottswood Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Travers Tool Co., Inc. 401(k) Profit Sharing Plan in NY ($6M, 73 participants).
Which 401(k) plans cover a similar participant headcount to Spottswood Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Apple Care, LLC 401(k) Plan in GA (160 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 650866227.

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.