401(k) · DOL Form 5500 · 2023

Surepoint Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
149
Participants Small participant base
64th
Percentile by assets National rank
$88,000
Avg per participant Below avg balance/head
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Official DOL plan name: Surepoint Technologies 401(k) Plan · Sponsored by Surepoint Technologies, Inc. · Ohio · Information & Media

$13M in assets, 149 participants

Surepoint Technologies, Inc.'s Surepoint Technologies 401(k) Plan reported $13M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #1,488 in Information & Media (2,818 peers)

Coverage in Ohio

Surepoint Technologies 401(k) Plan covers 149 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $13M.

#1,488
in Information & Media (2,818 peers)
$1M
reported net income

Surepoint Technologies 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Surepoint Technologies 401(k) Plan vs every filed plan by assets

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

$13,112,036 Top 36% higher than 64% 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

Surepoint Technologies 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. Surepoint Technologies 401(k) Plan sits mid-pack in the medium band (149 participants).

EBSA filing schedule strip

Filing strip 825159054 · Surepoint Technologies, Inc. PY 2023 · 401(k)

Surepoint Technologies 401(k) Plan · $13M · 149 · 64th

  • EIN $13M
  • RANK 149
  • PHOTO 64th
  • IND 401(k)
  • EOY near Rappaport Management Company 401(k) Plan
  • 5500 ind #1488

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 Information & Media retirement plans → · Plans in Ohio →

Surepoint Technologies 401(k) Plan in the asset neighbourhood

Surepoint Technologies 401(k) PlanSurepoint Technologies 401(k…$13MRappaport Management Company 401(k) PlanRappaport Management Company…$13MDss Sustainable Solutions USA, Inc Retirement Savings PlanDss Sustainable Solutions US…$13MJones Bros 401(k) Plan$13MSeoul Foreign School Retirement PlanSeoul Foreign School Retirem…$13M
End-of-year total assets ($M) among Surepoint Technologies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN825159054
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Surepoint Technologies, Inc.)

Sponsor-wide plan assets over time

All Surepoint Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 29.313723665798353% vs 2023
2024 filing year
$12M$14M$16M$18M 20232024 $13.1M $17M ▲ +29.4%
Year Plans Participants Total Assets
2023 1 149 $13M
2024 1 146 $17M

Nearby 401(k) Plans in Ohio

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

Surepoint Technologies 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Surepoint Technologies 401(k) Plan, Total assets ($B): 0.013112036 · Participants: 149Surepoint Technologies 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
Surepoint Technologies 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Surepoint Technologies 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Rappaport Management Company 401(k) Plan in VA ($13M); by covered participants it is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (149 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 have Surepoint Technologies, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Surepoint Technologies, Inc.'s sponsor-wide assets grew 29.3%, from $13M to $17M.
Which 401(k) plans are similar in size to Surepoint Technologies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rappaport Management Company 401(k) Plan in VA ($13M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Surepoint Technologies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants, $1M 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 825159054.

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.