401(k) · DOL Form 5500 · 2023

Sphero, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 81
Participants Small participant base: 44th
Percentile by assets National rank: $61,687
Avg per participant Low balance/head

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Official DOL plan name: Sphero Retirement Savings Plan · Sponsored by Sphero, Inc. · Texas · Manufacturing

$5M in assets, 81 participants

Sphero, Inc.'s Sphero Retirement Savings Plan reported $5M in total assets and 81 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

#5,154 in Manufacturing (18,722 peers)

Sphero, Inc. multi-year trail

Sphero, Inc.'s plans moved +112.3% in assets from 2022 to 2024; this filing shows Sphero Retirement Savings Plan at $5M / 81 participants.

#5,154
in Manufacturing (18,722 peers): +49.6%
assets growth YoY

Sphero Retirement Savings Plan's mid-pack asset rank among Manufacturing and all filers

Sphero Retirement Savings Plan vs every filed plan by assets

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

$4,996,665 44th percentile higher than 44% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Sphero Retirement Savings 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. Sphero Retirement Savings Plan is a small filing (81 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Sphero Retirement Savings Plan reported net income rose from $213K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Sphero Retirement Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Sphero Retirement Savings Plan reported participants rose from 68 in the plan year 2022 filing to 81 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 271947501 · Sphero, Inc. PY 2023 · 401(k)

Sphero Retirement Savings Plan · $5M · 81 · 44th

TYPE $5M
NET 81
BOOK 44th
VS-ST 401(k)
BOY near Thornton & Grooms Retirement Plan
SCH ind #5154

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 Texas →

End-of-year total assets ($M) among Sphero Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sphero, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $7M 112.25495862002468% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	68	$3M
2023	1	81	$5M
2024	1	84	$7M

Sphero, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$5M
Net Income	$2M
Employer EIN	271947501
Plan Effective Date	2016-03-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Sphero Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Sphero Retirement Savings Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Thornton & Grooms Retirement Plan in MI ($5M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (81 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Thornton & Grooms Retirement Plan (MI) $5M · 166
3rd East Auto Parts, Inc. 401(k) Plan (UT) $5M · 20
Moose Productions Inc 401(k) Profit Sharing Plan (FL) $5M · 2
Viserion Grain, LLC 401(k) Plan (CO) $5M · 125

Similar participant headcount

Nearest other-state filings by covered participants (81 participants); asset peers above are excluded.

Vaughn Electric Company,Inc. 401(k) Plan (TN) 81 · 0 off
Caribbean Marketing Reps Retirement Plan (PR) 81 · 0 off
Cc Properties Investments, LLC 401(k) Plan (AZ) 81 · 0 off
Filmtools Inc. (CA) 81 · 0 off

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 Sphero Retirement Savings Plan assets move in 2023? ▼

Sphero Retirement Savings Plan surged - up 49.6% during 2023, from $3M to $5M. Reported net income was $2M.

How have Sphero, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sphero, Inc.'s sponsor-wide assets grew 112.3%, from $3M to $7M.

Which 401(k) plans are similar in size to Sphero Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Thornton & Grooms Retirement Plan in MI ($5M, 166 participants).

Which 401(k) plans cover a similar participant headcount to Sphero Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (81 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 271947501.