401(k) · DOL Form 5500 · 2023

Special-Lite, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
248
Participants Below avg headcount
82nd
Percentile by assets National rank
$151,572
Avg per participant Above avg balance/head
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Official DOL plan name: Special-Lite, Inc. Retirement and Savings Plan and Trust · Sponsored by Special-Lite, Inc. · Michigan · Manufacturing

$38M in assets, 248 participants

Special-Lite, Inc.'s Special-Lite, Inc. Retirement and Savings Plan and Trust reported $38M in total assets and 248 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,007 in Manufacturing (18,722 peers)

Coverage in Michigan

Special-Lite, Inc. Retirement and Savings Plan and Trust covers 248 participants in Michigan, about 39% of the average Michigan filer (state average ~638 per filing). Assets: $38M.

#14,007
in Manufacturing (18,722 peers)
+15.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Special-Lite, Inc. Retirement and Savings Plan and Trust's outsized position by total assets

Special-Lite, Inc. Retirement and Savings Plan and Trust vs every filed plan by assets

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

$37,589,769 Top 18% higher than 82% 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

Special-Lite, Inc. Retirement and Savings Plan and Trust 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. Special-Lite, Inc. Retirement and Savings Plan and Trust sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Special-Lite, Inc. Retirement and Savings Plan and Trust reported net income rose from -$10M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Special-Lite, Inc. Retirement and Savings Plan and Trust end-of-year assets rose from $32M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Special-Lite, Inc. Retirement and Savings Plan and Trust reported participants rose from 226 in the plan year 2022 filing to 248 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 381951068 · Special-Lite, Inc. PY 2023 · 401(k)

Special-Lite, Inc. Retirement and Savings Plan and Trust · $38M · 248 · 82nd

  • BOY $38M
  • BOY 248
  • BOY 82nd
  • BOY 401(k)
  • BOY near Bankfirst Financial Services 401(k) Profit Sharing Plan
  • BOY ind #14007

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 Michigan →

Special-Lite, Inc. Retirement and Savings Plan and Trust in the asset neighbourhood

Special-Lite, Inc. Retirement and Savings Plan and TrustSpecial-Lite, Inc. Retiremen…$38MBankfirst Financial Services 401(k) Profit Sharing PlanBankfirst Financial Services…$38MRecorded Future 401(k) Plan$38MOaks Christian School 403(b) PlanOaks Christian School 403(b)…$38MNew Process Steel, L.P. Employee Retirement & Savings TrustNew Process Steel, L.P. Empl…$38M
End-of-year total assets ($M) among Special-Lite, Inc. Retirement and Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$38M
Net Income$5M
Employer EIN381951068
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Special-Lite, Inc.)

Sponsor-wide plan assets over time

All Special-Lite, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 30.34068607528929% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $32.5M $42.3M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 226 $32M
2023 1 248 $38M
2024 1 242 $42M

Nearby 401(k) Plans in Michigan

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

Special-Lite, Inc. Retirement and Savings Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Special-Lite, Inc. Retirement and Savings Plan and Trust, Total assets ($B): 0.037589769 · Participants: 248Special-Lite, Inc. Retirement and Savings Plan and TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Special-Lite, Inc. Retirement and Savings Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Special-Lite, Inc. Retirement and Savings Plan and Trust side-by-side with 3 peers →

Special-Lite, Inc. Retirement and Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Bankfirst Financial Services 401(k) Profit Sharing Plan in MS ($38M); by covered participants it is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Special-Lite, Inc. Retirement and Savings Plan and Trust assets move in 2023? ▼
Special-Lite, Inc. Retirement and Savings Plan and Trust grew sharply - up 15.8% during 2023, from $32M to $38M. Reported net income was $5M.
How have Special-Lite, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Special-Lite, Inc.'s sponsor-wide assets grew 30.3%, from $32M to $42M.
Where does Special-Lite, Inc. Retirement and Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Special-Lite, Inc. Retirement and Savings Plan and Trust ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Special-Lite, Inc. Retirement and Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bankfirst Financial Services 401(k) Profit Sharing Plan in MS ($38M, 469 participants).
Which 401(k) plans cover a similar participant headcount to Special-Lite, Inc. Retirement and Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants, $5M 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 381951068.

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.