401(k) · DOL Form 5500 · 2023

Samco Properties Inc 401(k) Plan

Data updated 2026-08-11

$155M
Total assets: 15
Participants: 94th
Percentile by assets: $10.3M
Avg per participant

Official DOL plan name: Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan · Sponsored by Samco Properties Inc · Florida · Professional & Technical Services

$155M in assets, 15 participants

Samco Properties Inc's Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan reported $155M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

94th percentile by assets (of 127,072 plans)
#19,280 in Professional & Technical Services (20,321 peers)

Where Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan sits by assets

Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $155M for 15 participants (~$10.3M/participant), up 5.1% in 2023.

$155M
total plan assets (2023 EOY): 15
covered participants: 94th
percentile by assets (of 127,072 plans): $10.3M
avg assets per participant

Where Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan sits by total assets

Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan vs every filed plan by assets

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

$154,973,019 Top 6% higher than 94% 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

Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan reported net income rose from $6M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan end-of-year assets rose from $147M in the plan year 2022 filing to $155M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Florida

Industry

Professional & Technical Services

Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan vs the 2023 asset distribution

By assets, Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$147M
Net Assets (End of Year)	$121M
Net Income	$11M
Employer EIN	592396906
Plan Effective Date	1991-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Samco Properties Inc)

Total plan assets by year, all Samco Properties Inc plans on file

Year	Plans	Participants	Total Assets
2022	1	15	$147M
2023	1	15	$155M
2024	1	16	$162M

Nearby 401(k) Plans in Florida

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

Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Spiegel & Spiegel PA Money Purchase Pens… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan by total assets, not by location.

Swbc Professional Employer Services 401(k) Plan (TX) $155M · 11,002
Simmons Foods, Inc. 401(k) Retirement and Trust Plan (AR) $155M · 6,562
Rubicon LLC Savings Plan for Salaried Employees (LA) $155M · 423
Azenta US, Inc. 401(k) Plan (MA) $155M · 1,330

Frequently Asked Questions

How did Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan assets move in 2023? ▼

Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan grew at a solid clip - up 5.1% during 2023, from $147M to $155M. Reported net income was $11M.

How have Samco Properties Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Samco Properties Inc's sponsor-wide assets grew 10.0%, from $147M to $162M.

Where does Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Swbc Professional Employer Services 401(k) Plan in TX ($155M, 11,002 participants).

Next read for Spiegel & Spiegel PA Money Purchase Pens…

Scale reading

Ways to act on Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan's numbers.

By total assets, Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
Samco Properties Inc's sponsor-wide assets have grown 10.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 592396906.