401(k) · DOL Form 5500 · 2023

Spivey Service Corp. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
121
Participants Small participant base
37th
Percentile by assets National rank
$26,964
Avg per participant Low balance/head
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Official DOL plan name: Spivey Rentals, Inc. 401(k) Plan · Sponsored by Spivey Service Corp. · Virginia · Utilities

$3M in assets, 121 participants

Spivey Service Corp.'s Spivey Rentals, Inc. 401(k) Plan reported $3M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #88 in Utilities (721 peers)

Coverage in Virginia

Spivey Rentals, Inc. 401(k) Plan covers 121 participants in Virginia, about 15% of the average Virginia filer (state average ~782 per filing). Assets: $3M.

#88
in Utilities (721 peers)
+30.3%
assets growth YoY

Spivey Rentals, Inc. 401(k) Plan's mid-pack asset rank among Utilities and all filers

Spivey Rentals, Inc. 401(k) Plan vs every filed plan by assets

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

$3,262,675 37th percentile higher than 37% 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

Spivey Rentals, Inc. 401(k) 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. Spivey Rentals, Inc. 401(k) Plan sits mid-pack in the medium band (121 participants).

DOL schedule card

Filing strip 931650701 · Spivey Service Corp. PY 2023 · 401(k)

Spivey Rentals, Inc. 401(k) Plan · $3M · 121 · 37th

  • IND $3M
  • IND 121
  • IND 37th
  • IND 401(k)
  • IND near Delaware River Stevedores, Inc. 401(k) Plan
  • IND ind #88

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 Utilities retirement plans → · Plans in Virginia →

Spivey Rentals, Inc. 401(k) Plan in the asset neighbourhood

Spivey Rentals, Inc. 401(k) PlanSpivey Rentals, Inc. 401(k) …$3MDelaware River Stevedores, Inc. 401(k) PlanDelaware River Stevedores, I…$3MWestern Sierra Medical Clinic Inc 401(k) Profit Sharing PlanWestern Sierra Medical Clini…$3MSouthern Gear and Machine, Inc. Employee Stock Ownership PlanSouthern Gear and Machine, I…$3MMollers Garden Center, Inc. 401(k) PlanMollers Garden Center, Inc. …$3M
End-of-year total assets ($M) among Spivey Rentals, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$758K
Employer EIN931650701
Plan Effective Date1975-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spivey Service Corp.)

Sponsor-wide plan assets over time

All Spivey Service Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 30.22259342410752% vs 2023
2024 filing year
$2M$2.5M$3M$3.5M 20232024 $3.26M $2.28M ▼ -30.1%
Year Plans Participants Total Assets
2023 1 121 $3M
2024 1 128 $2M

Nearby 401(k) Plans in Virginia

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

Spivey Rentals, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Spivey Rentals, Inc. 401(k) Plan, Total assets ($B): 0.003262675 · Participants: 121Spivey Rentals, Inc. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Spivey Rentals, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Spivey Rentals, Inc. 401(k) Plan side-by-side with 3 peers →

Spivey Rentals, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Delaware River Stevedores, Inc. 401(k) Plan in PA ($3M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Spivey Rentals, Inc. 401(k) Plan assets move in 2023? ▼
Spivey Rentals, Inc. 401(k) Plan surged - up 30.3% during 2023, from $3M to $3M. Reported net income was $758K.
How have Spivey Service Corp. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Spivey Service Corp.'s sponsor-wide assets declined 30.2%, from $3M to $2M.
Which 401(k) plans are similar in size to Spivey Rentals, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Delaware River Stevedores, Inc. 401(k) Plan in PA ($3M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Spivey Rentals, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 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 931650701.

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.