401(k) · DOL Form 5500 · 2023

Scribe Opco., Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
1,458
Participants Near avg headcount
81st
Percentile by assets National rank
$23,525
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

$34M in assets, 1,458 participants

Scribe Opco., Inc.'s Koozie Group 401(k) Savings & Investment Plan reported $34M in total assets and 1,458 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,604 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Koozie Group 401(k) Savings & Investment Plan covers 1,458 participants in Florida, 2.3x the typical Florida plan (state average ~628 per filing). Assets: $34M.

#16,604
in Professional & Technical Services (20,321 peers)
+21.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$34,298,868 Top 19% higher than 81% 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

Koozie Group 401(k) Savings & Investment Plan'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. Koozie Group 401(k) Savings & Investment Plan lands in the large band (1,458 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Koozie Group 401(k) Savings & Investment Plan reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Koozie Group 401(k) Savings & Investment Plan end-of-year assets rose from $28M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Koozie Group 401(k) Savings & Investment Plan reported participants rose from 1,445 in the plan year 2022 filing to 1,458 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 821795538 · Scribe Opco., Inc. PY 2023 · 401(k)

Koozie Group 401(k) Savings & Investment Plan · $34M · 1,458 · 81st

  • PHOTO $34M
  • PHOTO 1,458
  • PHOTO 81st
  • PHOTO 401(k)
  • PHOTO near Center for Internet Security 401(k) Plan
  • PHOTO ind #16604

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 …$34MCenter for Internet Security 401(k) PlanCenter for Internet Security…$34MJanus International Group, LLC 401(k) PlanJanus International Group, L…$34MEnprotech Industrial Technologies, LLC 401(k) PlanEnprotech Industrial Technol…$34MIterable 401(k) Plan$34M
End-of-year total assets ($M) among Koozie Group 401(k) Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$34M
Net Income$6M
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 -505101520 Total assets ($B) Participants Koozie Group 401(k) Savings & Investment Plan, Total assets ($B): 0.034298868 · Participants: 1458Koozie Group 401(k) Savings & Investment PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart 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 Center for Internet Security 401(k) Plan in NY ($34M); by covered participants it is Maclellan Integrated Services Retirement Plan in KY (1,458 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,458 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 Koozie Group 401(k) Savings & Investment Plan assets move in 2023? ▼
Koozie Group 401(k) Savings & Investment Plan grew sharply - up 21.1% during 2023, from $28M to $34M. Reported net income was $6M.
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 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Center for Internet Security 401(k) Plan in NY ($34M, 398 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 Maclellan Integrated Services Retirement Plan in KY (1,458 participants, $20M 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 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.