401(k) · DOL Form 5500 · 2023
Samco Properties Inc 401(k) Plan
Data updated 2026-08-25
- $155M
- Total assets Near avg plan size
- 15
- Participants Small participant base
- 94th
- Percentile by assets National rank
- $10.3M
- Avg per participant High balance/head
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.
- #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.
- #19,280
- in Professional & Technical Services (20,321 peers)
- +5.1%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan's outsized position 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 among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → 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.
Published 5500 schedule card
Filing strip 592396906 · Samco Properties Inc PY 2023 · 401(k)
Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan · $155M · 15 · 94th
- EBSA $155M
- PART 15
- TYPE 94th
- NET 401(k)
- BOOK near Swbc Professional Employer Services 401(k) Plan
- VS-ST ind #19280
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 Professional & Technical Services retirement plans → · Plans in Florida →
Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Samco Properties Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $162M 9.971167430103877% vs 2022
- 2024 filing year
| 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.
- 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
Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Swbc Professional Employer Services 401(k) Plan in TX ($155M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($155M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.
- Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan (GA) 15 · 0 off
- Nittfan Inc. 401(k) Plan (PA) 15 · 0 off
- Rhc3, Inc. 401(k) Profit Sharing Plan (SC) 15 · 0 off
- Stevice Investments Inc. 401(k) Plan (AZ) 15 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.