401(k) · DOL Form 5500 · 2022

Spruce Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
409
Participants Below avg headcount
49th
Percentile by assets National rank
$11,206
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Spruce Holdings Inc. 401(k) Plan · Sponsored by Spruce Holdings Inc. · New York · Real Estate

$5M in assets, 409 participants

Spruce Holdings Inc.'s Spruce Holdings Inc. 401(k) Plan reported $5M in total assets and 409 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,382 in Real Estate (5,057 peers)

2022 asset change

Spruce Holdings Inc. 401(k) Plan surged 51.1% in 2022 ($3M → $5M) for 409 participants.

#3,382
in Real Estate (5,057 peers)
+51.1%
assets growth YoY

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

Spruce Holdings Inc. 401(k) Plan vs every filed plan by assets

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

$4,583,224 49th percentile higher than 49% 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

Spruce Holdings 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. Spruce Holdings Inc. 401(k) Plan sits mid-pack in the medium band (409 participants).

Form 5500 schedule snapshot

Filing strip 812916418 · Spruce Holdings Inc. PY 2022 · 401(k)

Spruce Holdings Inc. 401(k) Plan · $5M · 409 · 49th

  • PCT $5M
  • PCT 409
  • PCT 49th
  • PCT 401(k)
  • PCT near Northstar Ems, Inc. 401(k) Profit Sharing Plan
  • PCT ind #3382

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 New York →

Spruce Holdings Inc. 401(k) Plan in the asset neighbourhood

Spruce Holdings Inc. 401(k) PlanSpruce Holdings Inc. 401(k) …$5MNorthstar Ems, Inc. 401(k) Profit Sharing PlanNorthstar Ems, Inc. 401(k) P…$5MYork Excavating Co., LLC 401(k) Salary Savings PlanYork Excavating Co., LLC 401…$5MMisaine Inc 401(k) Savings PlanMisaine Inc 401(k) Savings P…$5MRetirement Income Security Plan-Trimlite, LLCRetirement Income Security P…$5M
End-of-year total assets ($M) among Spruce Holdings Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Spruce Holdings Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Spruce Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $4.58M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 409 $5M
2023 1 169 $600K
2024 1 N/A N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN812916418
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Spruce Holdings Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Spruce Holdings Inc. 401(k) Plan, Total assets ($B): 0.004583224 · Participants: 409Spruce Holdings Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Spruce Holdings Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Spruce Holdings Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Northstar Ems, Inc. 401(k) Profit Sharing Plan in AL ($5M); by covered participants it is Cb Richard Ellis - Ne Partners, L.P. 401(k) Retirement Plan & Trust in MA (409 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (409 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 Spruce Holdings Inc. 401(k) Plan assets move in 2022?
Spruce Holdings Inc. 401(k) Plan surged - up 51.1% during 2022, from $3M to $5M. Reported net income was $2M.
Which 401(k) plans are similar in size to Spruce Holdings Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Northstar Ems, Inc. 401(k) Profit Sharing Plan in AL ($5M, 256 participants).
Which 401(k) plans cover a similar participant headcount to Spruce Holdings Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Cb Richard Ellis - Ne Partners, L.P. 401(k) Retirement Plan & Trust in MA (409 participants, $22M in assets).