401(k) · DOL Form 5500 · 2024

Spivey Service Corp. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
128
Participants Small participant base
31st
Percentile by assets National rank
$17,786
Avg per participant Low balance/head
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Official DOL plan name: Spivey Rentals, Inc. 401(k) Plan · Sponsored by Spivey Service Corp. · Virginia · Utilities

$2M in assets, 128 participants

Spivey Service Corp.'s Spivey Rentals, Inc. 401(k) Plan reported $2M in total assets and 128 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #75 in Utilities (732 peers)

Coverage in Virginia

Spivey Rentals, Inc. 401(k) Plan covers 128 participants in Virginia, about 16% of the average Virginia filer (state average ~782 per filing). Assets: $2M.

#75
in Utilities (732 peers)
-30.2%
assets change YoY

The plan reported a net loss of $494K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Spivey Rentals, Inc. 401(k) Plan among the smaller filed plans by assets

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

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

$2,276,610 31st percentile higher than 31% 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

Spivey Rentals, Inc. 401(k) 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. Spivey Rentals, Inc. 401(k) Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spivey Rentals, Inc. 401(k) Plan reported net income fell from $758K in the plan year 2023 filing to -$494K in the plan year 2024 filing.
  • Spivey Rentals, Inc. 401(k) Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Spivey Rentals, Inc. 401(k) Plan reported participants rose from 121 in the plan year 2023 filing to 128 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 931650701 · Spivey Service Corp. PY 2024 · 401(k)

Spivey Rentals, Inc. 401(k) Plan · $2M · 128 · 31st

  • VS-ST $2M
  • BOY 128
  • SCH 31st
  • EBSA 401(k)
  • PART near Riley Spence Management Company 401(k) Plan
  • TYPE ind #75

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 Utilities retirement plans → · Plans in Virginia →

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

Spivey Rentals, Inc. 401(k) PlanSpivey Rentals, Inc. 401(k) …$2MRiley Spence Management Company 401(k) PlanRiley Spence Management Comp…$2MHartfield Academy, Inc. 401(k) PlanHartfield Academy, Inc. 401(…$2MComposite Modules, Inc. Retirement PlanComposite Modules, Inc. Reti…$2MWamar International, LLC 401(k) Profit Sharing PlanWamar International, LLC 401…$2M
End-of-year total assets ($M) among Spivey Rentals, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$494K
Employer EIN931650701
Plan Effective Date1975-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spivey Service Corp.)

Sponsor-wide plan assets over time

All Spivey Service Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 30.22259342410752% vs 2023
2024 filing year
$2M$2.5M$3M$3.5M 20232024 $3.26M $2.28M ▼ -30.1%
Year Plans Participants Total Assets
2023 1 121 $3M
2024 1 128 $2M

Nearby 401(k) Plans in Virginia

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

Spivey Rentals, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Spivey Rentals, Inc. 401(k) Plan, Total assets ($B): 0.00227661 · Participants: 128Spivey Rentals, Inc. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Spivey Rentals, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Spivey Rentals, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Riley Spence Management Company 401(k) Plan in MO ($2M); by covered participants it is Kingland Systems, LLC 401(k) Plan in IA (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Spivey Rentals, Inc. 401(k) Plan assets move in 2024? ▼
Spivey Rentals, Inc. 401(k) Plan contracted severely - down 30.2% during 2024, from $3M to $2M. Reported net income was -$494K.
How have Spivey Service Corp. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Spivey Service Corp.'s sponsor-wide assets declined 30.2%, from $3M to $2M.
Which 401(k) plans are similar in size to Spivey Rentals, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Riley Spence Management Company 401(k) Plan in MO ($2M, 469 participants).
Which 401(k) plans cover a similar participant headcount to Spivey Rentals, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kingland Systems, LLC 401(k) Plan in IA (128 participants, $18M 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 931650701.

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.