401(k) · DOL Form 5500 · 2024

Sinkorswim, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 9
Participants Small participant base: 26th
Percentile by assets National rank: $149,227
Avg per participant Above avg balance/head

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Official DOL plan name: Sinkorswim, Inc. 401(k) Plan · Sponsored by Sinkorswim, Inc. · Florida · Retail Trade

$1M in assets, 9 participants

Sinkorswim, Inc.'s Sinkorswim, Inc. 401(k) Plan reported $1M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

#3,074 in Retail Trade (8,048 peers)

Sinkorswim, Inc. multi-year trail

Sinkorswim, Inc.'s plans moved +66521.5% in assets from 2022 to 2024; this filing shows Sinkorswim, Inc. 401(k) Plan at $1M / 9 participants.

#3,074
in Retail Trade (8,048 peers): +133.4%
assets growth YoY

Sinkorswim, Inc. 401(k) Plan among the smaller filed plans by assets

Sinkorswim, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,343,040 26th percentile higher than 26% of 123,620 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Sinkorswim, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sinkorswim, Inc. 401(k) Plan is a micro filing (9 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Sinkorswim, Inc. 401(k) Plan end-of-year assets rose from $4K in the plan year 2023 filing to $1M in the plan year 2024 filing.
Sinkorswim, Inc. 401(k) Plan reported participants rose from 1 in the plan year 2023 filing to 9 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 464232201 · Sinkorswim, Inc. PY 2024 · 401(k)

Sinkorswim, Inc. 401(k) Plan · $1M · 9 · 26th

SCH $1M
EBSA 9
PART 26th
TYPE 401(k)
NET near Hammitt Inc. 401(k) Plan
BOOK ind #3074

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 Retail Trade retirement plans → · Plans in Florida →

End-of-year total assets ($M) among Sinkorswim, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sinkorswim, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $2M 66521.47780534877% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$4K
2023	1	1	$4K
2024	5	23	$2M

Sinkorswim, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$575K
Net Assets (End of Year)	$1M
Net Income	$768K
Employer EIN	464232201
Plan Effective Date	2013-11-28
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

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

Sinkorswim, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $16.3B · 40,330
Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
Adp Totalsource Retirement Savings Plan $9.2B · 310,261
Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678

Compare Sinkorswim, Inc. 401(k) Plan side-by-side with 3 peers →

Sinkorswim, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Hammitt Inc. 401(k) Plan in MS ($1M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Hammitt Inc. 401(k) Plan (MS) $1M · 18
Rwr Logistics Inc. Retirement Plan (NC) $1M · 21
Armando Martinez & Company 401(k) Profit Sharing Plan (CA) $1M · 4
Nunn Holdings Corp. 401(k) Profit Sharing Plan (TX) $1M · 13

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

Greene-Niesen Insurance Agency Inc Savings & Retirement Plan (WI) 9 · 0 off
Bendblue 401(k) (CA) 9 · 0 off
Decerina Uy Md PC 401(k) Profit Sharing Plan & Trust (NY) 9 · 0 off
Southern Capital Advisors, LLC Safe Harbor 401(k) Plan (TN) 9 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sinkorswim, Inc. 401(k) Plan assets move in 2024? ▼

Sinkorswim, Inc. 401(k) Plan surged - up 133.4% during 2024, from $575K to $1M. Reported net income was $768K.

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

Across 3 plan years on file (2022-2024), Sinkorswim, Inc.'s sponsor-wide assets grew 66521.5%, from $4K to $2M.

Which 401(k) plans are similar in size to Sinkorswim, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Hammitt Inc. 401(k) Plan in MS ($1M, 18 participants).

Which 401(k) plans cover a similar participant headcount to Sinkorswim, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 464232201.