401(k) · DOL Form 5500 · 2023

Spartan Warehouse & Distribution Company, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
564
Participants Below avg headcount
51st
Percentile by assets National rank
$12,482
Avg per participant Low balance/head
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Official DOL plan name: Spartan Logistics 401(k) Plan · Sponsored by Spartan Warehouse & Distribution Company, Inc. · Ohio · Transportation & Warehousing

$7M in assets, 564 participants

Spartan Warehouse & Distribution Company, Inc.'s Spartan Logistics 401(k) Plan reported $7M in total assets and 564 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #1,741 in Transportation & Warehousing (3,362 peers)

Spartan Warehouse & Distribution Company, Inc. multi-year trail

Spartan Warehouse & Distribution Company, Inc.'s plans moved +60.2% in assets from 2022 to 2024; this filing shows Spartan Logistics 401(k) Plan at $7M / 564 participants.

#1,741
in Transportation & Warehousing (3,362 peers)
+30.6%
assets growth YoY

Spartan Logistics 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Spartan Logistics 401(k) Plan vs every filed plan by assets

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

$7,039,588 Top 49% higher than 51% 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

Spartan Logistics 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. Spartan Logistics 401(k) Plan sits mid-pack in the medium band (564 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spartan Logistics 401(k) Plan reported net income rose from -$341K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Spartan Logistics 401(k) Plan reported participants rose from 286 in the plan year 2022 filing to 564 in the plan year 2023 filing.
  • Spartan Logistics 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 311251987 · Spartan Warehouse & Distribution Company, Inc. PY 2023 · 401(k)

Spartan Logistics 401(k) Plan · $7M · 564 · 51st

  • ASSETS $7M
  • PCT 564
  • EIN 51st
  • RANK 401(k)
  • PHOTO near Dignified Home Loans LLC 401(k) Profit Sharing Plan
  • IND ind #1741

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 Transportation & Warehousing retirement plans → · Plans in Ohio →

Spartan Logistics 401(k) Plan in the asset neighbourhood

Spartan Logistics 401(k) Plan$7MDignified Home Loans LLC 401(k) Profit Sharing PlanDignified Home Loans LLC 401…$7MJvm Realty Corporation Employees' 401(k) Plan and TrustJvm Realty Corporation Emplo…$7MLynnes Nissan City Inc. 401(k) Profit Sharing PlanLynnes Nissan City Inc. 401(…$7MAltek, Inc. 401(k) Plan$7M
End-of-year total assets ($M) among Spartan Logistics 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Spartan Warehouse & Distribution Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Spartan Warehouse & Distribution Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 60.19159541886731% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.39M $8.63M ▲ +60.1%
Year Plans Participants Total Assets
2022 1 286 $5M
2023 1 564 $7M
2024 1 482 $9M

Spartan Warehouse & Distribution Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN311251987
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Spartan Logistics 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Spartan Logistics 401(k) Plan, Total assets ($B): 0.007039588 · Participants: 564Spartan Logistics 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Spartan Logistics 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Spartan Logistics 401(k) Plan side-by-side with 3 peers →

Spartan Logistics 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Dignified Home Loans LLC 401(k) Profit Sharing Plan in CA ($7M); by covered participants it is Labcon, Inc. 401(k) Plan in TX (564 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (564 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 Spartan Logistics 401(k) Plan assets move in 2023? ▼
Spartan Logistics 401(k) Plan surged - up 30.6% during 2023, from $5M to $7M. Reported net income was $2M.
How have Spartan Warehouse & Distribution Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spartan Warehouse & Distribution Company, Inc.'s sponsor-wide assets grew 60.2%, from $5M to $9M.
Which 401(k) plans are similar in size to Spartan Logistics 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dignified Home Loans LLC 401(k) Profit Sharing Plan in CA ($7M, 79 participants).
Which 401(k) plans cover a similar participant headcount to Spartan Logistics 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Labcon, Inc. 401(k) Plan in TX (564 participants, $4M 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 311251987.

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.