401(k) · DOL Form 5500 · 2023

Spp Capital Partners, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
12
Participants Small participant base
60th
Percentile by assets National rank
$880,656
Avg per participant High balance/head
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Official DOL plan name: Spp Capital Partners, LLC 401(k) Plan · Sponsored by Spp Capital Partners, LLC · New York · Finance & Insurance

$11M in assets, 12 participants

Spp Capital Partners, LLC's Spp Capital Partners, LLC 401(k) Plan reported $11M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,951 in Finance & Insurance (8,869 peers)

Spp Capital Partners, LLC multi-year trail

Spp Capital Partners, LLC's plans moved +39.2% in assets from 2022 to 2024; this filing shows Spp Capital Partners, LLC 401(k) Plan at $11M / 12 participants.

#3,951
in Finance & Insurance (8,869 peers)
+15.4%
assets growth YoY

Spp Capital Partners, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Spp Capital Partners, LLC 401(k) Plan vs every filed plan by assets

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

$10,567,877 Top 40% higher than 60% 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

Spp Capital Partners, LLC 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. Spp Capital Partners, LLC 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spp Capital Partners, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Spp Capital Partners, LLC 401(k) Plan reported participants rose from 10 in the plan year 2022 filing to 12 in the plan year 2023 filing.
  • Spp Capital Partners, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 134018625 · Spp Capital Partners, LLC PY 2023 · 401(k)

Spp Capital Partners, LLC 401(k) Plan · $11M · 12 · 60th

  • EIN $11M
  • RANK 12
  • PHOTO 60th
  • IND 401(k)
  • EOY near Cast-Crete USA LLC 401(k) Plan
  • 5500 ind #3951

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 Finance & Insurance retirement plans → · Plans in New York →

Spp Capital Partners, LLC 401(k) Plan in the asset neighbourhood

Spp Capital Partners, LLC 401(k) PlanSpp Capital Partners, LLC 40…$11MCast-Crete USA LLC 401(k) PlanCast-Crete USA LLC 401(k) Pl…$11MUtility System Efficiencies 401(k) Profit Sharing PlanUtility System Efficiencies …$11MBorrell Electric Co., Inc. 401(k) PlanBorrell Electric Co., Inc. 4…$11MWpt Enterprises, Inc. 401(k) PlanWpt Enterprises, Inc. 401(k)…$11M
End-of-year total assets ($M) among Spp Capital Partners, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Spp Capital Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Spp Capital Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 39.16340450864931% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.16M $12.8M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 10 $9M
2023 1 12 $11M
2024 1 10 $13M

Spp Capital Partners, LLC filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN134018625
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Spp Capital Partners, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Spp Capital Partners, LLC 401(k) Plan, Total assets ($B): 0.010567877 · Participants: 12Spp Capital Partners, LLC 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
Spp Capital Partners, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Spp Capital Partners, LLC 401(k) Plan side-by-side with 3 peers →

Spp Capital Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cast-Crete USA LLC 401(k) Plan in FL ($11M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Spp Capital Partners, LLC 401(k) Plan assets move in 2023? ▼
Spp Capital Partners, LLC 401(k) Plan grew sharply - up 15.4% during 2023, from $9M to $11M. Reported net income was $1M.
How have Spp Capital Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spp Capital Partners, LLC's sponsor-wide assets grew 39.2%, from $9M to $13M.
Which 401(k) plans are similar in size to Spp Capital Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cast-Crete USA LLC 401(k) Plan in FL ($11M, 278 participants).
Which 401(k) plans cover a similar participant headcount to Spp Capital Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 134018625.

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.