401(k) · DOL Form 5500 · 2022

Spatco Energy Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
555
Participants Below avg headcount
74th
Percentile by assets National rank
$29,979
Avg per participant Low balance/head
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Official DOL plan name: Spatco Energy Solutions 401(k) Plan · Sponsored by Spatco Energy Solutions, LLC · North Carolina · Manufacturing

$17M in assets, 555 participants

Spatco Energy Solutions, LLC's Spatco Energy Solutions 401(k) Plan reported $17M in total assets and 555 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,222 in Manufacturing (20,602 peers)

Spatco Energy Solutions, LLC multi-year trail

Spatco Energy Solutions, LLC's plans moved +129.3% in assets from 2022 to 2024; this filing shows Spatco Energy Solutions 401(k) Plan at $17M / 555 participants.

#13,222
in Manufacturing (20,602 peers)
-12.3%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Spatco Energy Solutions 401(k) Plan's outsized position by total assets

Spatco Energy Solutions 401(k) Plan vs every filed plan by assets

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

$16,638,238 Top 26% higher than 74% 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

Spatco Energy Solutions 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. Spatco Energy Solutions 401(k) Plan sits mid-pack in the medium band (555 participants).

DOL schedule card

Filing strip 843846075 · Spatco Energy Solutions, LLC PY 2022 · 401(k)

Spatco Energy Solutions 401(k) Plan · $17M · 555 · 74th

  • PART $17M
  • PART 555
  • PART 74th
  • PART 401(k)
  • PART near Exactech Holdings, Inc. 401(k) Plan
  • PART ind #13222

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 Manufacturing retirement plans → · Plans in North Carolina →

Spatco Energy Solutions 401(k) Plan in the asset neighbourhood

Spatco Energy Solutions 401(k) PlanSpatco Energy Solutions 401(…$17MExactech Holdings, Inc. 401(k) PlanExactech Holdings, Inc. 401(…$17MIcare 401(k) Plan and Trust AgreementIcare 401(k) Plan and Trust …$17MSunset Food Mart, Inc. 401(k) Retirement PlanSunset Food Mart, Inc. 401(k…$17MTrirx Shawnee Pharmaceutical Services 401(k) PlanTrirx Shawnee Pharmaceutical…$17M
End-of-year total assets ($M) among Spatco Energy Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Spatco Energy Solutions, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Spatco Energy Solutions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$38M 129.29998356797157% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $16.6M $38.2M ▲ +129.3%
Year Plans Participants Total Assets
2022 1 555 $17M
2023 1 589 $30M
2024 1 712 $38M

Spatco Energy Solutions, LLC filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN843846075
Plan Effective Date2020-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Spatco Energy Solutions 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Spatco Energy Solutions 401(k) Plan, Total assets ($B): 0.016638238 · Participants: 555Spatco Energy Solutions 401(k) 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
Spatco Energy Solutions 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Spatco Energy Solutions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Exactech Holdings, Inc. 401(k) Plan in WI ($17M); by covered participants it is Club Exploria, LLC 401(k) Plan in FL (555 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (555 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 Spatco Energy Solutions 401(k) Plan assets move in 2022?
Spatco Energy Solutions 401(k) Plan pulled back noticeably - down 12.3% during 2022, from $19M to $17M. Reported net income was -$2M.
How have Spatco Energy Solutions, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Spatco Energy Solutions, LLC's sponsor-wide assets grew 129.3%, from $17M to $38M.
Which 401(k) plans are similar in size to Spatco Energy Solutions 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Exactech Holdings, Inc. 401(k) Plan in WI ($17M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Spatco Energy Solutions 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Club Exploria, LLC 401(k) Plan in FL (555 participants, $5M in assets).