401(k) · DOL Form 5500 · 2024

Sizemore, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
6,883
Participants Above avg headcount
39th
Percentile by assets National rank
$598
Avg per participant Low balance/head
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Official DOL plan name: Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. · Sponsored by Sizemore, Inc. · Georgia · Administrative & Support Services

$4M in assets, 6,883 participants

Sizemore, Inc.'s Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. reported $4M in total assets and 6,883 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,698 in Administrative & Support Services (4,368 peers)

Coverage in Georgia

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. covers 6,883 participants in Georgia, 6.3x the typical Georgia plan (state average ~1,096 per filing). Assets: $4M.

#2,698
in Administrative & Support Services (4,368 peers)
+27.8%
assets growth YoY

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc.'s mid-pack asset rank among Administrative & Support Services and all filers

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. vs every filed plan by assets

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

$4,117,088 39th percentile higher than 39% 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

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc.'s large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. lands in the large band (6,883 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. reported participants rose from 2,402 in the plan year 2023 filing to 6,883 in the plan year 2024 filing.
  • Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. reported net income rose from $357K in the plan year 2023 filing to $896K in the plan year 2024 filing.
  • Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 581026894 · Sizemore, Inc. PY 2024 · 401(k)

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. · $4M · 6,883 · 39th

  • PCT $4M
  • PCT 6,883
  • PCT 39th
  • PCT 401(k)
  • PCT near Oregon Tilth 401(k) Plan
  • PCT ind #2698

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 →

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. in the asset neighbourhood

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc.Safe-Harbor 401(k) Profit Sh…$4MOregon Tilth 401(k) Plan$4MSteplin Construction Corp. Profit Sharing PlanSteplin Construction Corp. P…$4MEngineering Specialties Inc 401(k) Profit Sharing Plan and TrustEngineering Specialties Inc …$4MPipe Line Technology 401(k) Profit Sharing Plan and TrustPipe Line Technology 401(k) …$4M
End-of-year total assets ($M) among Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$896K
Employer EIN581026894
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sizemore, Inc.)

Sponsor-wide plan assets over time

All Sizemore, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 43.335877139721816% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.87M $4.12M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 2,462 $3M
2023 1 2,402 $3M
2024 1 6,883 $4M

Nearby 401(k) Plans in Georgia

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

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc., Total assets ($B): 0.004117088 · Participants: 6883Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc.The Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. side-by-side with 3 peers →

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Oregon Tilth 401(k) Plan in OR ($4M); by covered participants it is Bally's 401(k) Plan in RI (6,884 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,883 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 Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. assets move in 2024? ▼
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc. grew sharply - up 27.8% during 2024, from $3M to $4M. Reported net income was $896K.
How have Sizemore, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sizemore, Inc.'s sponsor-wide assets grew 43.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Oregon Tilth 401(k) Plan in OR ($4M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Safe-Harbor 401(k) Profit Sharing Plan for Employees of Sizemore, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Bally's 401(k) Plan in RI (6,884 participants, $175M 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 581026894.

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.