401(k) · DOL Form 5500 · 2024
Spooner & Rotenberger, Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $109,703
- Avg per participant Below avg balance/head
Official DOL plan name: Spooner & Rotenberger, Inc. Profit Sharing Plan · Sponsored by Spooner & Rotenberger, Inc. · Florida · Administrative & Support Services
$1M in assets, 13 participants
Spooner & Rotenberger, Inc.'s Spooner & Rotenberger, Inc. Profit Sharing Plan reported $1M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.
- #2,184 in Administrative & Support Services (4,368 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Spooner & Rotenberger, Inc. Profit Sharing Plan ranks #2,184 of 4,368 2024 filers by assets (2023% of the sector average)-$1M for 13 participants.
- #2,184
- in Administrative & Support Services (4,368 peers)
- +16.5%
- assets growth YoY
Spooner & Rotenberger, Inc. Profit Sharing Plan among the smaller filed plans by assets
Spooner & Rotenberger, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,426,140 26th percentile higher than 26% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Spooner & Rotenberger, Inc. Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spooner & Rotenberger, Inc. Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Spooner & Rotenberger, Inc. Profit Sharing Plan reported net income rose from $171K in the plan year 2023 filing to $202K in the plan year 2024 filing.
- Spooner & Rotenberger, Inc. Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 263365482 · Spooner & Rotenberger, Inc. PY 2024 · 401(k)
Spooner & Rotenberger, Inc. Profit Sharing Plan · $1M · 13 · 26th
- PHOTO $1M
- IND 13
- EOY 26th
- 5500 401(k)
- ASSETS near Paul H. Coussens Profitsharing 401(k) Plan
- PCT ind #2184
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 Florida →
Spooner & Rotenberger, Inc. Profit Sharing Plan in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $202K |
| Employer EIN | 263365482 |
| Plan Effective Date | 2008-09-12 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spooner & Rotenberger, Inc.)
Sponsor-wide plan assets over time
All Spooner & Rotenberger, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 35.484532909249474% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $1M |
| 2023 | 1 | 13 | $1M |
| 2024 | 1 | 13 | $1M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Spooner & Rotenberger, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Paul H. Coussens Profitsharing 401(k) Plan in OR ($1M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.
- Kaspien Inc. 401(k) Plan (WA) 13 · 0 off
- The Stock Exchange Bank 401(k) Plan Tr. (KS) 13 · 0 off
- Bznds Enterprise, Inc. 401(k) Plan (MI) 13 · 0 off
- Tresfinale, Inc. 401(k) Profit Sharing Plan (TN) 13 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.