401(k) · DOL Form 5500 · 2023

Spirit Realty Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
89
Participants Small participant base
65th
Percentile by assets National rank
$151,141
Avg per participant Above avg balance/head
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Official DOL plan name: Spirit Realty Capital, Inc. 401(k) Plan · Sponsored by Spirit Realty Capital, Inc. · Texas · Real Estate

$13M in assets, 89 participants

Spirit Realty Capital, Inc.'s Spirit Realty Capital, Inc. 401(k) Plan reported $13M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,828 in Real Estate (4,727 peers)

Spirit Realty Capital, Inc. multi-year trail

Spirit Realty Capital, Inc.'s plans moved +16.6% in assets from 2022 to 2023; this filing shows Spirit Realty Capital, Inc. 401(k) Plan at $13M / 89 participants.

#3,828
in Real Estate (4,727 peers)
+16.6%
assets growth YoY

Spirit Realty Capital, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Spirit Realty Capital, Inc. 401(k) Plan vs every filed plan by assets

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

$13,451,517 Top 35% higher than 65% 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

Spirit Realty Capital, Inc. 401(k) 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. Spirit Realty Capital, Inc. 401(k) Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spirit Realty Capital, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Spirit Realty Capital, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Spirit Realty Capital, Inc. 401(k) Plan reported participants rose from 84 in the plan year 2022 filing to 89 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 201676382 · Spirit Realty Capital, Inc. PY 2023 · 401(k)

Spirit Realty Capital, Inc. 401(k) Plan · $13M · 89 · 65th

  • PART $13M
  • TYPE 89
  • NET 65th
  • BOOK 401(k)
  • VS-ST near Janie and Jack, LLC 401(k) Retirement Plan
  • BOY ind #3828

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 Real Estate retirement plans → · Plans in Texas →

Spirit Realty Capital, Inc. 401(k) Plan in the asset neighbourhood

Spirit Realty Capital, Inc. 401(k) PlanSpirit Realty Capital, Inc. …$13MJanie and Jack, LLC 401(k) Retirement PlanJanie and Jack, LLC 401(k) R…$13MSuzy, Inc. 401(k) Plan$13MEmployees' Savings Plan of Standard Laboratories, Inc.Employees' Savings Plan of S…$13MWeinstein Properties Employees' 401(k) PlanWeinstein Properties Employe…$13M
End-of-year total assets ($M) among Spirit Realty Capital, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Spirit Realty Capital, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Spirit Realty Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 16.567787312823647% vs 2022
2023 filing year
$11M$12M$13M$14M 20222023 $11.5M $13.5M ▲ +16.6%
Year Plans Participants Total Assets
2022 1 84 $12M
2023 2 167 $13M

Spirit Realty Capital, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN201676382
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Spirit Realty Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Spirit Realty Capital, Inc. 401(k) Plan, Total assets ($B): 0.013451517 · Participants: 89Spirit Realty Capital, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Spirit Realty Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Spirit Realty Capital, Inc. 401(k) Plan side-by-side with 3 peers →

Spirit Realty Capital, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Janie and Jack, LLC 401(k) Retirement Plan in CA ($13M); by covered participants it is Security Bancshares Inc Employee Stock Ownership Plan with 401(k) Provisions in KS (89 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Spirit Realty Capital, Inc. 401(k) Plan assets move in 2023? ▼
Spirit Realty Capital, Inc. 401(k) Plan grew sharply - up 16.6% during 2023, from $12M to $13M. Reported net income was $2M.
How have Spirit Realty Capital, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Spirit Realty Capital, Inc.'s sponsor-wide assets grew 16.6%, from $12M to $13M.
Which 401(k) plans are similar in size to Spirit Realty Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Janie and Jack, LLC 401(k) Retirement Plan in CA ($13M, 407 participants).
Which 401(k) plans cover a similar participant headcount to Spirit Realty Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Security Bancshares Inc Employee Stock Ownership Plan with 401(k) Provisions in KS (89 participants, $21M 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 201676382.

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.