401(k) · DOL Form 5500 · 2023

Sizemore, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2,402
Participants Above avg headcount
37th
Percentile by assets National rank
$1,344
Avg per participant Low balance/head
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Official DOL plan name: Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. · Sponsored by Sizemore, Inc. · Georgia · Administrative & Support Services

$3M in assets, 2,402 participants

Sizemore, Inc.'s Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. reported $3M in total assets and 2,402 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,630 in Administrative & Support Services (4,372 peers)

Coverage in Georgia

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. covers 2,402 participants in Georgia, 2.2x the typical Georgia plan (state average ~1,096 per filing). Assets: $3M.

#2,630
in Administrative & Support Services (4,372 peers)
+12.4%
assets growth YoY

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc.'s mid-pack asset rank among Administrative & Support Services and all filers

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. vs every filed plan by assets

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

$3,229,136 37th percentile higher than 37% 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

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc.'s large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. lands in the large band (2,402 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. reported net income rose from -$319K in the plan year 2022 filing to $357K in the plan year 2023 filing.
  • Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. reported participants fell from 2,462 in the plan year 2022 filing to 2,402 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 581026894 · Sizemore, Inc. PY 2023 · 401(k)

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. · $3M · 2,402 · 37th

  • SCH $3M
  • EBSA 2,402
  • PART 37th
  • TYPE 401(k)
  • NET near Care IV, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #2630

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 Administrative & Support Services retirement plans → · Plans in Georgia →

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. in the asset neighbourhood

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc.Safe-Harbor 401(k) Profit Sh…$3MCare IV, Inc. 401(k) Profit Sharing PlanCare IV, Inc. 401(k) Profit …$3MMcgarr Service Corporation 401(k) Profit Sharing PlanMcgarr Service Corporation 4…$3MCg Nation, LLC 401(k) Plan$3MHighground Restoration Group 401(k) and Retirement PlanHighground Restoration Group…$3M
End-of-year total assets ($M) among Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$357K
Employer EIN581026894
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sizemore, Inc.)

Sponsor-wide plan assets over time

All Sizemore, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 43.335877139721816% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.87M $4.12M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 2,462 $3M
2023 1 2,402 $3M
2024 1 6,883 $4M

Nearby 401(k) Plans in Georgia

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

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc., Total assets ($B): 0.003229136 · Participants: 2402Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc.The Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. side-by-side with 3 peers →

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Care IV, Inc. 401(k) Profit Sharing Plan in AR ($3M); by covered participants it is Totalenergies Finance USA, Inc. Employee Savings Plan in TX (2,401 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,402 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 Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. assets move in 2023? ▼
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. grew at a solid clip - up 12.4% during 2023, from $3M to $3M. Reported net income was $357K.
How have Sizemore, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sizemore, Inc.'s sponsor-wide assets grew 43.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Care IV, Inc. 401(k) Profit Sharing Plan in AR ($3M, 198 participants).
Which 401(k) plans cover a similar participant headcount to Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Totalenergies Finance USA, Inc. Employee Savings Plan in TX (2,401 participants, $699M 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 581026894.

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.