401(k) · DOL Form 5500 · 2022

Scribe Opco., Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
1,445
Participants Near avg headcount
82nd
Percentile by assets National rank
$19,599
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Koozie Group 401(k) Savings & Investment Plan · Sponsored by Scribe Opco., Inc. · Florida · Professional & Technical Services

$28M in assets, 1,445 participants

Scribe Opco., Inc.'s Koozie Group 401(k) Savings & Investment Plan reported $28M in total assets and 1,445 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #17,812 in Professional & Technical Services (21,562 peers)

Coverage in Florida

Koozie Group 401(k) Savings & Investment Plan covers 1,445 participants in Florida, 2.3x the typical Florida plan (state average ~628 per filing). Assets: $28M.

#17,812
in Professional & Technical Services (21,562 peers)
-10.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Koozie Group 401(k) Savings & Investment Plan's outsized position by total assets

Koozie Group 401(k) Savings & Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$28,320,860 Top 18% higher than 82% of 139,123 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 2022

Koozie Group 401(k) Savings & Investment Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Koozie Group 401(k) Savings & Investment Plan lands in the large band (1,445 participants).

DOL schedule card

Filing strip 821795538 · Scribe Opco., Inc. PY 2022 · 401(k)

Koozie Group 401(k) Savings & Investment Plan · $28M · 1,445 · 82nd

  • VS-ST $28M
  • BOY 1,445
  • SCH 82nd
  • EBSA 401(k)
  • PART near Cordoba Corporation 401(k) Plan
  • TYPE ind #17812

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 Florida →

Koozie Group 401(k) Savings & Investment Plan in the asset neighbourhood

Koozie Group 401(k) Savings & Investment PlanKoozie Group 401(k) Savings …$28MCordoba Corporation 401(k) PlanCordoba Corporation 401(k) P…$28MFort Collins Radiologic Associates, P. C. Profit Sharing PlanFort Collins Radiologic Asso…$28MArlington Industries, Inc. 401(k) Savings PlanArlington Industries, Inc. 4…$28MLone Star National Bancshares-Texas, Inc. Employee Stock Ownership Plan W/401(k) ProvisionsLone Star National Bancshare…$28M
End-of-year total assets ($M) among Koozie Group 401(k) Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$28M
Net Income-$3M
Employer EIN821795538
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scribe Opco., Inc.)

Sponsor-wide plan assets over time

All Scribe Opco., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 38.55578185125734% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $28.3M $39.2M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 1,445 $28M
2023 5 7,457 $95M
2024 1 1,359 $39M

Nearby 401(k) Plans in Florida

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

Koozie Group 401(k) Savings & Investment Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Koozie Group 401(k) Savings & Investment Plan, Total assets ($B): 0.02832086 · Participants: 1445Koozie Group 401(k) Savings & Investment PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Koozie Group 401(k) Savings & Investment Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Koozie Group 401(k) Savings & Investment Plan side-by-side with 3 peers →

Koozie Group 401(k) Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Cordoba Corporation 401(k) Plan in CA ($28M); by covered participants it is Exeter Finance LLC 401(k) Profit Sharing Plan in TX (1,445 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,445 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Koozie Group 401(k) Savings & Investment Plan assets move in 2022? ▼
Koozie Group 401(k) Savings & Investment Plan pulled back noticeably - down 10.1% during 2022, from $32M to $28M. Reported net income was -$3M.
How have Scribe Opco., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scribe Opco., Inc.'s sponsor-wide assets grew 38.6%, from $28M to $39M.
Where does Koozie Group 401(k) Savings & Investment Plan rank by assets among Form 5500 filers? ▼
Koozie Group 401(k) Savings & Investment Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Koozie Group 401(k) Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cordoba Corporation 401(k) Plan in CA ($28M, 483 participants).
Which 401(k) plans cover a similar participant headcount to Koozie Group 401(k) Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Exeter Finance LLC 401(k) Profit Sharing Plan in TX (1,445 participants, $50M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 821795538.

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.