Other · DOL Form 5500 · 2023

Scooterbug, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
207
Participants Below avg headcount
51st
Percentile by assets National rank
$34,235
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Scooterbug, Inc. 401(k) Plan · Sponsored by Scooterbug, Inc. · Florida · Finance & Insurance

$7M in assets, 207 participants

Scooterbug, Inc.'s Scooterbug, Inc. 401(k) Plan reported $7M in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,273 in Finance & Insurance (8,869 peers)

Coverage in Florida

Scooterbug, Inc. 401(k) Plan covers 207 participants in Florida, about 33% of the average Florida filer (state average ~628 per filing). Assets: $7M.

#3,273
in Finance & Insurance (8,869 peers)
+4.0%
assets growth YoY

Scooterbug, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$7,086,568 Top 49% higher than 51% 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

Scooterbug, Inc. 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. Scooterbug, Inc. 401(k) Plan sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Scooterbug, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $272K in the plan year 2023 filing.
  • Scooterbug, Inc. 401(k) Plan reported participants fell from 218 in the plan year 2022 filing to 207 in the plan year 2023 filing.
  • Scooterbug, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 043168374 · Scooterbug, Inc. PY 2023 · Other

Scooterbug, Inc. 401(k) Plan · $7M · 207 · 51st

  • EBSA $7M
  • PART 207
  • TYPE 51st
  • NET Other
  • BOOK near 3cdc Section 403(b) Plan II
  • VS-ST ind #3273

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 Finance & Insurance retirement plans → · Plans in Florida →

Scooterbug, Inc. 401(k) Plan in the asset neighbourhood

The Shadowfax Corporation 403(b) PlanThe Shadowfax Corporation 40…$7MThe Eurasia Foundation Defined Contribution Retirement PlanThe Eurasia Foundation Defin…$7MScooterbug, Inc. 401(k) Plan$7M3cdc Section 403(b) Plan II$7MFranklin Primary Health Center, Inc. 403(b) PlanFranklin Primary Health Cent…$7M
End-of-year total assets ($M) among Scooterbug, Inc. 401(k) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$272K
Employer EIN043168374
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scooterbug, Inc.)

Sponsor-wide plan assets over time

All Scooterbug, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 3.984414446365525% vs 2022
2023 filing year
$6.7M$6.8M$6.9M$7M$7.1M$7.2M 20222023 $6.82M $7.09M ▲ +4.0%
Year Plans Participants Total Assets
2022 1 218 $7M
2023 1 207 $7M

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

Scooterbug, Inc. 401(k) Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Scooterbug, Inc. 401(k) Plan, Total assets ($B): 0.007086568 · Participants: 207Scooterbug, Inc. 401(k) PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Scooterbug, Inc. 401(k) Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Scooterbug, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest Other by assets is 3cdc Section 403(b) Plan II in OH ($7M); by covered participants it is Dexter Southfield, Inc. Defined Contribution Retirement Plan in MA (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 Scooterbug, Inc. 401(k) Plan assets move in 2023? ▼
Scooterbug, Inc. 401(k) Plan edged up modestly - up 4.0% during 2023, from $7M to $7M. Reported net income was $272K.
How have Scooterbug, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Scooterbug, Inc.'s sponsor-wide assets grew 4.0%, from $7M to $7M.
Which Other plans are similar in size to Scooterbug, Inc. 401(k) Plan? ▼
Among Other plans in other states, the closest by assets is 3cdc Section 403(b) Plan II in OH ($7M, 148 participants).
Which Other plans cover a similar participant headcount to Scooterbug, Inc. 401(k) Plan? ▼
Among Other plans in other states, the closest by covered participants is Dexter Southfield, Inc. Defined Contribution Retirement Plan in MA (207 participants, $53M 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 043168374.

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.