401(k) · DOL Form 5500 · 2023
Sp Holding Enterprises Corp 401(k) Plan
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 1,205
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $57,712
- Avg per participant Low balance/head
Official DOL plan name: Sp Holding Enterprises Corp 401(k) Retirement Savings Plan · Sponsored by Sp Holding Enterprises Corp · Utah · Finance & Insurance
$70M in assets, 1,205 participants
Sp Holding Enterprises Corp's Sp Holding Enterprises Corp 401(k) Retirement Savings Plan reported $70M in total assets and 1,205 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #7,300 in Finance & Insurance (8,869 peers)
Coverage in Utah
Sp Holding Enterprises Corp 401(k) Retirement Savings Plan covers 1,205 participants in Utah, 2.0x the typical Utah plan (state average ~592 per filing). Assets: $70M.
- #7,300
- in Finance & Insurance (8,869 peers)
- +13.7%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Sp Holding Enterprises Corp 401(k) Retirement Savings Plan's outsized position by total assets
Sp Holding Enterprises Corp 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$69,542,459 Top 11% higher than 89% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sp Holding Enterprises Corp 401(k) Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sp Holding Enterprises Corp 401(k) Retirement Savings Plan lands in the large band (1,205 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sp Holding Enterprises Corp 401(k) Retirement Savings Plan reported net income rose from -$11M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Sp Holding Enterprises Corp 401(k) Retirement Savings Plan end-of-year assets rose from $61M in the plan year 2022 filing to $70M in the plan year 2023 filing.
- Sp Holding Enterprises Corp 401(k) Retirement Savings Plan reported participants fell from 1,262 in the plan year 2022 filing to 1,205 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 870559538 · Sp Holding Enterprises Corp PY 2023 · 401(k)
Sp Holding Enterprises Corp 401(k) Retirement Savings Plan · $70M · 1,205 · 89th
- IND $70M
- IND 1,205
- IND 89th
- IND 401(k)
- IND near Fox Factory, Inc. 401(k) Profit Sharing Plan
- IND ind #7300
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 Utah →
Sp Holding Enterprises Corp 401(k) Retirement Savings Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | $8M |
| Employer EIN | 870559538 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sp Holding Enterprises Corp)
Sponsor-wide plan assets over time
All Sp Holding Enterprises Corp plans reported in each filing year
- Latest sponsor-wide plan assets
- $73M 19.061139458557104% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,262 | $61M |
| 2023 | 1 | 1,205 | $70M |
| 2024 | 1 | 1,053 | $73M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
- Deseret 401(k) Plan $5.5B · 24,292
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
- Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
- Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537
Sp Holding Enterprises Corp 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Fox Factory, Inc. 401(k) Profit Sharing Plan in GA ($70M); by covered participants it is Workwear Outfitters 401(k) Savings Plan in TN (1,205 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,205 participants); asset peers above are excluded.
- Workwear Outfitters 401(k) Savings Plan (TN) 1,205 · 0 off
- Blue Cross and Blue Shield Association Tax-Favored Savings Program (IL) 1,205 · 0 off
- University Healthcare Alliance 401(k) Plan (CA) 1,205 · 0 off
- Ssa Group, LLC 401(k) Plan (CO) 1,205 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.