401(k) · DOL Form 5500 · 2022

Sizemore, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2,462
Participants Above avg headcount
40th
Percentile by assets National rank
$1,167
Avg per participant Low balance/head
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Official DOL plan name: Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. · Sponsored by Sizemore, Inc. · Georgia · Administrative & Support Services

$3M in assets, 2,462 participants

Sizemore, Inc.'s Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. reported $3M in total assets and 2,462 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #3,120 in Administrative & Support Services (4,927 peers)

Coverage in Georgia

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. covers 2,462 participants in Georgia, 2.2x the typical Georgia plan (state average ~1,096 per filing). Assets: $3M.

#3,120
in Administrative & Support Services (4,927 peers)
-10.2%
assets change YoY

The plan reported a net loss of $319K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc.'s mid-pack asset rank among Administrative & Support Services and all filers

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. vs every filed plan by assets

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

$2,872,336 40th percentile higher than 40% 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

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc.'s large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. lands in the large band (2,462 participants).

Form 5500 schedule snapshot

Filing strip 581026894 · Sizemore, Inc. PY 2022 · 401(k)

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. · $3M · 2,462 · 40th

  • BOY $3M
  • BOY 2,462
  • BOY 40th
  • BOY 401(k)
  • BOY near Huckberry 401(k) Plan
  • BOY ind #3120

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 Administrative & Support Services retirement plans → · Plans in Georgia →

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. in the asset neighbourhood

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc.Safe-Harbor 401(k) Profit Sh…$3MHuckberry 401(k) Plan$3MTram Electric Employee Profit Sharing Retirement PlanTram Electric Employee Profi…$3MTshb,Inc.401(k) Plan$3MMedkoder 401(k) Profit Sharing Plan and TrustMedkoder 401(k) Profit Shari…$3M
End-of-year total assets ($M) among Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$319K
Employer EIN581026894
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sizemore, Inc.)

Sponsor-wide plan assets over time

All Sizemore, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 43.335877139721816% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.87M $4.12M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 2,462 $3M
2023 1 2,402 $3M
2024 1 6,883 $4M

Nearby 401(k) Plans in Georgia

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

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc., Total assets ($B): 0.002872336 · Participants: 2462Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc.The Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. side-by-side with 3 peers →

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Huckberry 401(k) Plan in TX ($3M); by covered participants it is The Hogan Retirement Savings Plan in MO (2,462 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,462 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 Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. assets move in 2022? ▼
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. pulled back noticeably - down 10.2% during 2022, from $3M to $3M. Reported net income was -$319K.
How have Sizemore, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sizemore, Inc.'s sponsor-wide assets grew 43.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Huckberry 401(k) Plan in TX ($3M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is The Hogan Retirement Savings Plan in MO (2,462 participants, $32M 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 581026894.

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.