401(k) · DOL Form 5500 · 2024

Surety Hr, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
132
Participants Small participant base
62nd
Percentile by assets National rank
$99,962
Avg per participant Below avg balance/head
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Official DOL plan name: Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing Plan · Sponsored by Surety Hr, Inc. · Ohio · Professional & Technical Services

$13M in assets, 132 participants

Surety Hr, Inc.'s Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing Plan reported $13M in total assets and 132 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,228 in Professional & Technical Services (20,173 peers)

Coverage in Ohio

Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing Plan covers 132 participants in Ohio, about 17% of the average Ohio filer (state average ~765 per filing). Assets: $13M.

#12,228
in Professional & Technical Services (20,173 peers)
+0.6%
assets growth YoY

Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,195,033 Top 38% higher than 62% 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 Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing 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 Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $80K in the plan year 2024 filing.
  • Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing Plan reported participants rose from 122 in the plan year 2023 filing to 132 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 821825780 · Surety Hr, Inc. PY 2024 · 401(k)

Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing Plan · $13M · 132 · 62nd

  • PCT $13M
  • EIN 132
  • RANK 62nd
  • PHOTO 401(k)
  • IND near Idaho Gastroenterology Associates, LLP 401(k) Profit Sharing Plan
  • EOY ind #12228

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing Plan in the asset neighbourhood

Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing PlanSpooner Risk Control Service…$13MIdaho Gastroenterology Associates, LLP 401(k) Profit Sharing PlanIdaho Gastroenterology Assoc…$13MPt-1 Intermediate Holdings, LLC 401(k) PlanPt-1 Intermediate Holdings, …$13MVitalize, LLC 401(k) Plan$13MHtna Retirement Savings Plan$13M
End-of-year total assets ($M) among Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$13M
Net Income$80K
Employer EIN821825780
Plan Effective Date2014-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Surety Hr, Inc.)

Sponsor-wide plan assets over time

All Surety Hr, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 19.13302254393826% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $11.1M $13.2M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 118 $11M
2023 1 122 $13M
2024 1 132 $13M

Nearby 401(k) Plans in Ohio

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

Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing Plan, Total assets ($B): 0.013195033 · Participants: 132Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing Plan side-by-side with 3 peers →

Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Idaho Gastroenterology Associates, LLP 401(k) Profit Sharing Plan in ID ($13M); by covered participants it is Oiwk 401(k) Profit Sharing Plan in KY (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing Plan assets move in 2024? ▼
Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing Plan held essentially flat - up 0.6% during 2024, from $13M to $13M. Reported net income was $80K.
How have Surety Hr, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surety Hr, Inc.'s sponsor-wide assets grew 19.1%, from $11M to $13M.
Which 401(k) plans are similar in size to Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Idaho Gastroenterology Associates, LLP 401(k) Profit Sharing Plan in ID ($13M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Spooner Risk Control Services, Inc. Multiple Employer 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oiwk 401(k) Profit Sharing Plan in KY (132 participants, N/A 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 821825780.

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.