401(k) · DOL Form 5500 · 2023

Spooner, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
479
Participants Below avg headcount
66th
Percentile by assets National rank
$30,025
Avg per participant Low balance/head
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Official DOL plan name: Spooner Retirement Savings Plan · Sponsored by Spooner, Inc. · Arizona · Healthcare & Social Assistance

$14M in assets, 479 participants

Spooner, Inc.'s Spooner Retirement Savings Plan reported $14M in total assets and 479 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,630 in Healthcare & Social Assistance (17,684 peers)

Spooner, Inc. multi-year trail

Spooner, Inc.'s plans moved +65.5% in assets from 2022 to 2024; this filing shows Spooner Retirement Savings Plan at $14M / 479 participants.

#12,630
in Healthcare & Social Assistance (17,684 peers)
+34.2%
assets growth YoY

Spooner Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Spooner Retirement Savings Plan vs every filed plan by assets

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

$14,381,874 Top 34% higher than 66% 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 Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spooner Retirement Savings Plan sits mid-pack in the medium band (479 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spooner Retirement Savings Plan reported net income rose from -$399K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Spooner Retirement Savings Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Spooner Retirement Savings Plan reported participants rose from 397 in the plan year 2022 filing to 479 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 203968517 · Spooner, Inc. PY 2023 · 401(k)

Spooner Retirement Savings Plan · $14M · 479 · 66th

  • PART $14M
  • TYPE 479
  • NET 66th
  • BOOK 401(k)
  • VS-ST near Mp Associates, Inc. 401(k) Profit Sharing Plan
  • BOY ind #12630

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

Spooner Retirement Savings Plan in the asset neighbourhood

Spooner Retirement Savings PlanSpooner Retirement Savings P…$14MMp Associates, Inc. 401(k) Profit Sharing PlanMp Associates, Inc. 401(k) P…$14MMarshall Industrial Technologies Savings & Retirement PlanMarshall Industrial Technolo…$14MLester Retirement Builder Savings PlanLester Retirement Builder Sa…$14MCusb Bank 401(k) Profit Sharing Plan & TrustCusb Bank 401(k) Profit Shar…$14M
End-of-year total assets ($M) among Spooner Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Spooner, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Spooner, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 65.50473774653399% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $10.7M $17.7M ▲ +65.5%
Year Plans Participants Total Assets
2022 1 397 $11M
2023 1 479 $14M
2024 1 520 $18M

Spooner, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$4M
Employer EIN203968517
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Spooner Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Spooner Retirement Savings Plan, Total assets ($B): 0.014381874 · Participants: 479Spooner Retirement Savings PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Spooner Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Spooner Retirement Savings Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Mp Associates, Inc. 401(k) Profit Sharing Plan in CA ($14M); by covered participants it is Hartt's 401(k) Plan in ME (479 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (479 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 Retirement Savings Plan assets move in 2023? ▼
Spooner Retirement Savings Plan surged - up 34.2% during 2023, from $11M to $14M. Reported net income was $4M.
How have Spooner, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spooner, Inc.'s sponsor-wide assets grew 65.5%, from $11M to $18M.
Which 401(k) plans are similar in size to Spooner Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mp Associates, Inc. 401(k) Profit Sharing Plan in CA ($14M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Spooner Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hartt's 401(k) Plan in ME (479 participants, N/A 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 203968517.

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.