401(k) · DOL Form 5500 · 2023

Spear Group, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 430
Participants Below avg headcount: 61st
Percentile by assets National rank: $25,777
Avg per participant Low balance/head

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Official DOL plan name: Spear Group, LLC 401(k) Retirement Plan and Trust · Sponsored by Spear Group, LLC · Georgia · Administrative & Support Services

$11M in assets, 430 participants

Spear Group, LLC's Spear Group, LLC 401(k) Retirement Plan and Trust reported $11M in total assets and 430 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

#3,433 in Administrative & Support Services (4,372 peers)

Coverage in Georgia

Spear Group, LLC 401(k) Retirement Plan and Trust covers 430 participants in Georgia, about 39% of the average Georgia filer (state average ~1,096 per filing). Assets: $11M.

#3,433
in Administrative & Support Services (4,372 peers): $2M
reported net income

Spear Group, LLC 401(k) Retirement Plan and Trust's mid-pack asset rank among Administrative & Support Services and all filers

Spear Group, LLC 401(k) Retirement Plan and Trust vs every filed plan by assets

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

$11,083,947 Top 39% higher than 61% of 127,068 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Spear Group, LLC 401(k) Retirement Plan and Trust 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. Spear Group, LLC 401(k) Retirement Plan and Trust sits mid-pack in the medium band (430 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Form 5500 schedule snapshot

Filing strip 582629438 · Spear Group, LLC PY 2023 · 401(k)

Spear Group, LLC 401(k) Retirement Plan and Trust · $11M · 430 · 61st

EOY $11M
EOY 430
EOY 61st
EOY 401(k)
EOY near Twin Liquors 401(k) Retirement Savings Plan
EOY ind #3433

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 Administrative & Support Services retirement plans → · Plans in Georgia →

End-of-year total assets ($M) among Spear Group, LLC 401(k) Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$11M
Net Income	$2M
Employer EIN	582629438
Plan Effective Date	2023-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Spear Group, LLC)

Latest sponsor-wide plan assets: $15M 32.97676360235212% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	430	$11M
2024	1	459	$15M

Nearby 401(k) Plans in Georgia

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

Spear Group, LLC 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants

The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
Delta 401(k) Retirement Plan $16.2B · 83,136
Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
UPS 401(k) Savings Plan $13.1B · 102,231
The Home Depot Futurebuilder $12.6B · 413,365

Compare Spear Group, LLC 401(k) Retirement Plan and Trust side-by-side with 3 peers →

Spear Group, LLC 401(k) Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Twin Liquors 401(k) Retirement Savings Plan in TX ($11M); by covered participants it is Utah Behavior Services, Inc. 401(k) Plan in UT (430 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Twin Liquors 401(k) Retirement Savings Plan (TX) $11M · 675
Hb 3(38) Pooled Employer Plan (CA) $11M · 734
Nomad Health 401(k) Plan (NY) $11M · 609
The Gmu Geotechnical, Inc. Retirement Savings Plans (CA) $11M · 41

Similar participant headcount

Nearest other-state filings by covered participants (430 participants); asset peers above are excluded.

Utah Behavior Services, Inc. 401(k) Plan (UT) 430 · 0 off
Home Health and Hospice Care, Inc. 401(k) Plan (NC) 430 · 0 off
Precision Diagnostics 401(k) Profit Sharing Plan (CA) 430 · 0 off
Millennium 401(k) Plan (CO) 430 · 0 off

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 Spear Group, LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Spear Group, LLC's sponsor-wide assets grew 33.0%, from $11M to $15M.

Which 401(k) plans are similar in size to Spear Group, LLC 401(k) Retirement Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Twin Liquors 401(k) Retirement Savings Plan in TX ($11M, 675 participants).

Which 401(k) plans cover a similar participant headcount to Spear Group, LLC 401(k) Retirement Plan and Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Utah Behavior Services, Inc. 401(k) Plan in UT (430 participants, $326K 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 582629438.