401(k) · DOL Form 5500 · 2023

Spooner & Rotenberger, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
13
Participants Small participant base
25th
Percentile by assets National rank
$94,138
Avg per participant Below avg balance/head
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Official DOL plan name: Spooner & Rotenberger, Inc. Profit Sharing Plan · Sponsored by Spooner & Rotenberger, Inc. · Florida · Administrative & Support Services

$1M in assets, 13 participants

Spooner & Rotenberger, Inc.'s Spooner & Rotenberger, Inc. Profit Sharing Plan reported $1M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,154 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Spooner & Rotenberger, Inc. Profit Sharing Plan ranks #2,154 of 4,372 2023 filers by assets (2358% of the sector average)-$1M for 13 participants.

#2,154
in Administrative & Support Services (4,372 peers)
+16.3%
assets growth YoY

Spooner & Rotenberger, Inc. Profit Sharing Plan among the smaller filed plans by assets

Spooner & Rotenberger, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,223,800 25th percentile higher than 25% of 127,068 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 2023

Spooner & Rotenberger, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spooner & Rotenberger, Inc. Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spooner & Rotenberger, Inc. Profit Sharing Plan reported net income rose from -$9K in the plan year 2022 filing to $171K in the plan year 2023 filing.
  • Spooner & Rotenberger, Inc. Profit Sharing Plan reported participants rose from 9 in the plan year 2022 filing to 13 in the plan year 2023 filing.
  • Spooner & Rotenberger, Inc. Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 263365482 · Spooner & Rotenberger, Inc. PY 2023 · 401(k)

Spooner & Rotenberger, Inc. Profit Sharing Plan · $1M · 13 · 25th

  • TYPE $1M
  • NET 13
  • BOOK 25th
  • VS-ST 401(k)
  • BOY near Far West Fungi Inc - 401(k)
  • SCH ind #2154

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 Florida →

Spooner & Rotenberger, Inc. Profit Sharing Plan in the asset neighbourhood

Spooner & Rotenberger, Inc. Profit Sharing PlanSpooner & Rotenberger, Inc. …$1MFar West Fungi Inc - 401(k)$1MCone & Smith, P.C. 401(k) PlanCone & Smith, P.C. 401(k) Pl…$1ML.F. Group Inc. 401(k) Plan$1MDesert Pacific Properties 401(k) Retirement PlanDesert Pacific Properties 40…$1M
End-of-year total assets ($M) among Spooner & Rotenberger, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$171K
Employer EIN263365482
Plan Effective Date2008-09-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Spooner & Rotenberger, Inc.)

Sponsor-wide plan assets over time

All Spooner & Rotenberger, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 35.484532909249474% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M 202220232024 $1.05M $1.43M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 9 $1M
2023 1 13 $1M
2024 1 13 $1M

Nearby 401(k) Plans in Florida

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

Spooner & Rotenberger, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Spooner & Rotenberger, Inc. Profit Sharing Plan, Total assets ($B): 0.0012238 · Participants: 13Spooner & Rotenberger, Inc. Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Spooner & Rotenberger, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Spooner & Rotenberger, Inc. Profit Sharing Plan side-by-side with 3 peers →

Spooner & Rotenberger, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Far West Fungi Inc - 401(k) in CA ($1M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Spooner & Rotenberger, Inc. Profit Sharing Plan assets move in 2023? ▼
Spooner & Rotenberger, Inc. Profit Sharing Plan grew sharply - up 16.3% during 2023, from $1M to $1M. Reported net income was $171K.
How have Spooner & Rotenberger, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spooner & Rotenberger, Inc.'s sponsor-wide assets grew 35.5%, from $1M to $1M.
Where does Spooner & Rotenberger, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Spooner & Rotenberger, Inc. Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Spooner & Rotenberger, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Far West Fungi Inc - 401(k) in CA ($1M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Spooner & Rotenberger, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 263365482.

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.