401(k) · DOL Form 5500 · 2023
Specialty Promotions, Inc. 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 294
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $63,073
- Avg per participant Low balance/head
Official DOL plan name: Specialty Promotions, Inc. Retirement Plan · Sponsored by Specialty Promotions, Inc. · Illinois · Manufacturing
$19M in assets, 294 participants
Specialty Promotions, Inc.'s Specialty Promotions, Inc. Retirement Plan reported $19M in total assets and 294 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #11,364 in Manufacturing (18,722 peers)
Coverage in Illinois
Specialty Promotions, Inc. Retirement Plan covers 294 participants in Illinois, about 38% of the average Illinois filer (state average ~779 per filing). Assets: $19M.
- #11,364
- in Manufacturing (18,722 peers)
- +24.3%
- assets growth YoY
Specialty Promotions, Inc. Retirement Plan's outsized position by total assets
Specialty Promotions, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,543,336 Top 29% higher than 71% 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
Specialty Promotions, Inc. Retirement 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. Specialty Promotions, Inc. Retirement Plan sits mid-pack in the medium band (294 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Specialty Promotions, Inc. Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Specialty Promotions, Inc. Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Specialty Promotions, Inc. Retirement Plan reported participants rose from 288 in the plan year 2022 filing to 294 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 752655558 · Specialty Promotions, Inc. PY 2023 · 401(k)
Specialty Promotions, Inc. Retirement Plan · $19M · 294 · 71st
- BOOK $19M
- VS-ST 294
- BOY 71st
- SCH 401(k)
- EBSA near Holophane Division of Acuity Brands Lighting 401(k) Plan for Hourly Employees Covered by a Collective Bargaining Agreement
- PART ind #11364
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 Manufacturing retirement plans → · Plans in Illinois →
Specialty Promotions, Inc. Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $4M |
| Employer EIN | 752655558 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Specialty Promotions, Inc.)
Sponsor-wide plan assets over time
All Specialty Promotions, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 35.531596162648% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 288 | $15M |
| 2023 | 1 | 294 | $19M |
| 2024 | 1 | 292 | $20M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Specialty Promotions, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Holophane Division of Acuity Brands Lighting 401(k) Plan for Hourly Employees Covered by a Collective Bargaining Agreement in GA ($19M); by covered participants it is University Cancer & Blood Center, LLC in GA (294 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Holophane Division of Acuity Brands Lighting 401(k) Plan for Hourly Employees Covered by a Collective Bargaining Agreement (GA) $19M · 130
- Logixhealth, Inc 401(k) Plan (MA) $19M · 410
- Kw Property Management LLC 401(k) Profit Sharing Plan & Tru (FL) $19M · 1,502
- Brandon & Clark Inc. 401(k) Plan (TX) $19M · 186
Similar participant headcount
Nearest other-state filings by covered participants (294 participants); asset peers above are excluded.
- University Cancer & Blood Center, LLC (GA) 294 · 0 off
- Greenfield Industries, Inc. 401(k) Plan (SC) 294 · 0 off
- Allen Tate Companies Retirement Plan (NC) 294 · 0 off
- Philadelphia 76ers 401(k) Plan (NJ) 294 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.