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

Spruce Power 401(k) Plan

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

Sponsored by Spruce Power · Texas · Utilities

What the 2023 filing shows

Spruce Power 401(k) Plan holds $2M for 122 participants — about $15,861 per participant.

$2M
total plan assets (2022 EOY)
122
covered participants
$15,861
avg assets per participant
$325K
reported net income
Total Assets (2023)
$2M
Participants
122
State
Industry
Utilities

What the Filing Says About Spruce Power 401(k) Plan

Spruce Power 401(k) Plan is a 401(k) retirement plan sponsored by Spruce Power, headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 122 participants across the Utilities industry. The sponsor's EIN on file with the U.S. Department of Labor is 364878506, and the plan has been effective since 2022-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to $2M at year-end. Net assets (after liabilities) closed the year at $2M, with reported net income of $325K 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.

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)N/A
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$325K
Plan Type401(k)
Employer EIN364878506
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Spruce Power 401(k) Plan?
As of the 2022 Form 5500 filing, Spruce Power 401(k) Plan holds $2M in total assets with 122 participants. It is sponsored by Spruce Power.
What type of plan is Spruce Power 401(k) Plan?
Spruce Power 401(k) Plan is a 401(k) plan. It has been effective since 2022-01-01. The plan is filed with the U.S. Department of Labor under EIN 364878506.
Who sponsors the Spruce Power 401(k) Plan?
Spruce Power 401(k) Plan is sponsored by Spruce Power, located in Texas. The sponsor's EIN is 364878506 and the plan operates in the Utilities industry.
How did Spruce Power 401(k) Plan perform in 2022?
Spruce Power 401(k) Plan held $2M in total assets at the end of 2022. Net income was $325K.
Where can I find official filings for Spruce Power 401(k) Plan?
Official Form 5500 filings for Spruce Power 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 364878506 or plan name at efast.dol.gov.
How does Spruce Power 401(k) Plan compare to other plans?
You can compare Spruce Power 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Texas 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 364878506.

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.