401(k) · DOL Form 5500 · 2023

Sphereny, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
13
Participants Small participant base
47th
Percentile by assets National rank
$444,209
Avg per participant High balance/head
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Official DOL plan name: Sphereny 401(k) Plan · Sponsored by Sphereny, LLC · New York · Professional & Technical Services

$6M in assets, 13 participants

Sphereny, LLC's Sphereny 401(k) Plan reported $6M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,190 in Professional & Technical Services (20,321 peers)

Sphereny, LLC multi-year trail

Sphereny, LLC's plans moved +53.0% in assets from 2022 to 2024; this filing shows Sphereny 401(k) Plan at $6M / 13 participants.

#9,190
in Professional & Technical Services (20,321 peers)
+28.6%
assets growth YoY

Sphereny 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sphereny 401(k) Plan vs every filed plan by assets

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

$5,774,721 47th percentile higher than 47% 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

Sphereny 401(k) 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. Sphereny 401(k) 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

  • Sphereny 401(k) Plan reported net income rose from -$832K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Sphereny 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Sphereny 401(k) Plan reported participants fell from 15 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 475549394 · Sphereny, LLC PY 2023 · 401(k)

Sphereny 401(k) Plan · $6M · 13 · 47th

  • VS-ST $6M
  • BOY 13
  • SCH 47th
  • EBSA 401(k)
  • PART near Cvi Retirement Savings Plan
  • TYPE ind #9190

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 Professional & Technical Services retirement plans → · Plans in New York →

Sphereny 401(k) Plan in the asset neighbourhood

Denco Highway Construction Corporation 401(k) Profit Sharing PlanDenco Highway Construction C…$6MSunshine Retirement Living LLC 401(k) PlanSunshine Retirement Living L…$6MSphereny 401(k) Plan$6MCvi Retirement Savings Plan$6MLarry's Interiors, Inc. Profit Sharing PlanLarry's Interiors, Inc. Prof…$6M
End-of-year total assets ($M) among Sphereny 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sphereny, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sphereny, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 53.025516159788985% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.49M $6.87M ▲ +53.0%
Year Plans Participants Total Assets
2022 1 15 $4M
2023 1 13 $6M
2024 1 14 $7M

Sphereny, LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN475549394
Plan Effective Date2016-02-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Sphereny 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sphereny 401(k) Plan, Total assets ($B): 0.005774721 · Participants: 13Sphereny 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Sphereny 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sphereny 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Cvi Retirement Savings Plan in IN ($6M); 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.

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 Sphereny 401(k) Plan assets move in 2023? ▼
Sphereny 401(k) Plan grew sharply - up 28.6% during 2023, from $4M to $6M. Reported net income was $1M.
How have Sphereny, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sphereny, LLC's sponsor-wide assets grew 53.0%, from $4M to $7M.
Which 401(k) plans are similar in size to Sphereny 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cvi Retirement Savings Plan in IN ($6M, 272 participants).
Which 401(k) plans cover a similar participant headcount to Sphereny 401(k) 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 475549394.

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.