401(k) · DOL Form 5500 · 2023

Poyner Spruill LLP 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
169
Participants Small participant base
88th
Percentile by assets National rank
$386,221
Avg per participant High balance/head
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Official DOL plan name: Poyner Spruill LLP Savings and Retirement Plan · Sponsored by Poyner Spruill LLP · North Carolina · Professional & Technical Services

$65M in assets, 169 participants

Poyner Spruill LLP's Poyner Spruill LLP Savings and Retirement Plan reported $65M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,141 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Poyner Spruill LLP Savings and Retirement Plan covers 169 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $65M.

#18,141
in Professional & Technical Services (20,321 peers)
+10.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Poyner Spruill LLP Savings and Retirement Plan's outsized position by total assets

Poyner Spruill LLP Savings and Retirement Plan vs every filed plan by assets

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

$65,271,374 Top 12% higher than 88% 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

Poyner Spruill LLP Savings and 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. Poyner Spruill LLP Savings and Retirement Plan sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Poyner Spruill LLP Savings and Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Poyner Spruill LLP Savings and Retirement Plan end-of-year assets rose from $59M in the plan year 2022 filing to $65M in the plan year 2023 filing.
  • Poyner Spruill LLP Savings and Retirement Plan reported participants rose from 158 in the plan year 2022 filing to 169 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561493995 · Poyner Spruill LLP PY 2023 · 401(k)

Poyner Spruill LLP Savings and Retirement Plan · $65M · 169 · 88th

  • 5500 $65M
  • 5500 169
  • 5500 88th
  • 5500 401(k)
  • 5500 near Workman Nydegger, P.C. 401(k) Profit Sharing Plan
  • 5500 ind #18141

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 North Carolina →

Poyner Spruill LLP Savings and Retirement Plan in the asset neighbourhood

Poyner Spruill LLP Savings and Retirement PlanPoyner Spruill LLP Savings a…$65MWorkman Nydegger, P.C. 401(k) Profit Sharing PlanWorkman Nydegger, P.C. 401(k…$65MFollett School Solutions, LLC Retirement Savings PlanFollett School Solutions, LL…$65MHennessy 401(k) Plan$65MSavings Plan for the Subsidiaries of Southside Bancshares, Inc.Savings Plan for the Subsidi…$65M
End-of-year total assets ($M) among Poyner Spruill LLP Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$65M
Net Income$6M
Employer EIN561493995
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Poyner Spruill LLP)

Sponsor-wide plan assets over time

All Poyner Spruill LLP plans reported in each filing year

Latest sponsor-wide plan assets
$72M 20.955025399265573% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $59.3M $71.8M ▲ +21.0%
Year Plans Participants Total Assets
2022 1 158 $59M
2023 1 169 $65M
2024 1 172 $72M

Nearby 401(k) Plans in North Carolina

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

Poyner Spruill LLP Savings and Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Poyner Spruill LLP Savings and Retirement Plan, Total assets ($B): 0.065271374 · Participants: 169Poyner Spruill LLP Savings and Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Poyner Spruill LLP Savings and Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Poyner Spruill LLP Savings and Retirement Plan side-by-side with 3 peers →

Poyner Spruill LLP Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Workman Nydegger, P.C. 401(k) Profit Sharing Plan in UT ($65M); by covered participants it is Color Image Apparel, Inc. 401(k) Profit Sharing Plan in CA (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Poyner Spruill LLP Savings and Retirement Plan assets move in 2023? ▼
Poyner Spruill LLP Savings and Retirement Plan grew at a solid clip - up 10.0% during 2023, from $59M to $65M. Reported net income was $6M.
How have Poyner Spruill LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Poyner Spruill LLP's sponsor-wide assets grew 21.0%, from $59M to $72M.
Where does Poyner Spruill LLP Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Poyner Spruill LLP Savings and Retirement Plan ranks in the 88th 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 Poyner Spruill LLP Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Workman Nydegger, P.C. 401(k) Profit Sharing Plan in UT ($65M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Poyner Spruill LLP Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Color Image Apparel, Inc. 401(k) Profit Sharing Plan in CA (169 participants, $3M 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 561493995.

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.