401(k) · DOL Form 5500 · 2024

Spooner, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
520
Participants Below avg headcount
68th
Percentile by assets National rank
$34,111
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Spooner Retirement Savings Plan · Sponsored by Spooner, Inc. · Arizona · Healthcare & Social Assistance

$18M in assets, 520 participants

Spooner, Inc.'s Spooner Retirement Savings Plan reported $18M in total assets and 520 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,300 in Healthcare & Social Assistance (16,916 peers)

Spooner, Inc. multi-year trail

Spooner, Inc.'s plans moved +65.5% in assets from 2022 to 2024; this filing shows Spooner Retirement Savings Plan at $18M / 520 participants.

#12,300
in Healthcare & Social Assistance (16,916 peers)
+23.3%
assets growth YoY

Spooner Retirement Savings Plan's outsized position by total assets

Spooner Retirement Savings Plan vs every filed plan by assets

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

$17,737,866 Top 32% higher than 68% of 123,620 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 2024

Spooner Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spooner Retirement Savings Plan sits mid-pack in the medium band (520 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spooner Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Spooner Retirement Savings Plan reported participants rose from 479 in the plan year 2023 filing to 520 in the plan year 2024 filing.
  • Spooner Retirement Savings Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 203968517 · Spooner, Inc. PY 2024 · 401(k)

Spooner Retirement Savings Plan · $18M · 520 · 68th

  • NET $18M
  • NET 520
  • NET 68th
  • NET 401(k)
  • NET near Advacare Systems, Inc. 401(k) Retirement Plan
  • NET ind #12300

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

Spooner Retirement Savings Plan in the asset neighbourhood

Spooner Retirement Savings PlanSpooner Retirement Savings P…$18MAdvacare Systems, Inc. 401(k) Retirement PlanAdvacare Systems, Inc. 401(k…$18MOlon USA LLC Investment Plan$18MEv Construction Co 401(k) PlanEv Construction Co 401(k) Pl…$18MKidwell, Inc. 401(k) Profit Sharing PlanKidwell, Inc. 401(k) Profit …$18M
End-of-year total assets ($M) among Spooner Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Spooner, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Spooner, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 65.50473774653399% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $10.7M $17.7M ▲ +65.5%
Year Plans Participants Total Assets
2022 1 397 $11M
2023 1 479 $14M
2024 1 520 $18M

Spooner, Inc. filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN203968517
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Spooner Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Spooner Retirement Savings Plan, Total assets ($B): 0.017737866 · Participants: 520Spooner Retirement Savings PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Spooner Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Spooner Retirement Savings Plan side-by-side with 3 peers →

Spooner Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Advacare Systems, Inc. 401(k) Retirement Plan in IL ($18M); by covered participants it is O'connell Landscape Maintenance, Inc 401(k) Plan in CA (520 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (520 participants); asset peers above are excluded.

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 Spooner Retirement Savings Plan assets move in 2024? ▼
Spooner Retirement Savings Plan grew sharply - up 23.3% during 2024, from $14M to $18M. Reported net income was $3M.
How have Spooner, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spooner, Inc.'s sponsor-wide assets grew 65.5%, from $11M to $18M.
Which 401(k) plans are similar in size to Spooner Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advacare Systems, Inc. 401(k) Retirement Plan in IL ($18M, 399 participants).
Which 401(k) plans cover a similar participant headcount to Spooner Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is O'connell Landscape Maintenance, Inc 401(k) Plan in CA (520 participants, $4M 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 203968517.

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.