401(k) · DOL Form 5500 · 2023

Spreedly Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
115
Participants Small participant base
56th
Percentile by assets National rank
$77,432
Avg per participant Below avg balance/head
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Official DOL plan name: Spreedly Inc. 401(k) Plan · Sponsored by Spreedly Inc. · North Carolina · Professional & Technical Services

$9M in assets, 115 participants

Spreedly Inc.'s Spreedly Inc. 401(k) Plan reported $9M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,074 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Spreedly Inc. 401(k) Plan covers 115 participants in North Carolina, about 14% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

#11,074
in Professional & Technical Services (20,321 peers)
+45.9%
assets growth YoY

Spreedly Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Spreedly Inc. 401(k) Plan vs every filed plan by assets

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

$8,904,632 Top 44% higher than 56% 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

Spreedly 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. Spreedly Inc. 401(k) Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spreedly Inc. 401(k) Plan reported net income rose from $649K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Spreedly Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Spreedly Inc. 401(k) Plan reported participants fell from 127 in the plan year 2022 filing to 115 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 260522184 · Spreedly Inc. PY 2023 · 401(k)

Spreedly Inc. 401(k) Plan · $9M · 115 · 56th

  • VS-ST $9M
  • BOY 115
  • SCH 56th
  • EBSA 401(k)
  • PART near Ostendo Technologies, Inc. 401(k) Plan
  • TYPE ind #11074

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 →

Spreedly Inc. 401(k) Plan in the asset neighbourhood

Total Component Solutions Corporation 401(k) Retirement PlanTotal Component Solutions Co…$9MSpreedly Inc. 401(k) Plan$9MOstendo Technologies, Inc. 401(k) PlanOstendo Technologies, Inc. 4…$9MTrove Brands 401(k) Plan$9MWillowbrook Ford, Inc. 401(k) PlanWillowbrook Ford, Inc. 401(k…$9M
End-of-year total assets ($M) among Spreedly Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN260522184
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spreedly Inc.)

Sponsor-wide plan assets over time

All Spreedly Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 84.52654474360564% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.11M $11.3M ▲ +84.5%
Year Plans Participants Total Assets
2022 1 127 $6M
2023 1 115 $9M
2024 1 126 $11M

Nearby 401(k) Plans in North Carolina

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

Spreedly Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Spreedly Inc. 401(k) Plan, Total assets ($B): 0.008904632 · Participants: 115Spreedly Inc. 401(k) 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
Spreedly Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Spreedly Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Ostendo Technologies, Inc. 401(k) Plan in CA ($9M); by covered participants it is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Spreedly Inc. 401(k) Plan assets move in 2023? ▼
Spreedly Inc. 401(k) Plan surged - up 45.9% during 2023, from $6M to $9M. Reported net income was $3M.
How have Spreedly Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spreedly Inc.'s sponsor-wide assets grew 84.5%, from $6M to $11M.
Which 401(k) plans are similar in size to Spreedly Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ostendo Technologies, Inc. 401(k) Plan in CA ($9M, 71 participants).
Which 401(k) plans cover a similar participant headcount to Spreedly Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 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 260522184.

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.