401(k) · DOL Form 5500 · 2024

S3 Spex, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
10
Participants Small participant base
26th
Percentile by assets National rank
$144,728
Avg per participant Above avg balance/head
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Official DOL plan name: S3 Spex, Inc. Retirement Plan · Sponsored by S3 Spex, Inc. · North Carolina · Administrative & Support Services

$1M in assets, 10 participants

S3 Spex, Inc.'s S3 Spex, Inc. Retirement Plan reported $1M in total assets and 10 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.

  • #2,192 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, S3 Spex, Inc. Retirement Plan ranks #2,192 of 4,368 2024 filers by assets (1994% of the sector average)-$1M for 10 participants.

#2,192
in Administrative & Support Services (4,368 peers)
+14.0%
assets growth YoY

S3 Spex, Inc. Retirement Plan among the smaller filed plans by assets

S3 Spex, Inc. Retirement Plan vs every filed plan by assets

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

$1,447,280 26th percentile higher than 26% 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

S3 Spex, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S3 Spex, Inc. Retirement Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • S3 Spex, Inc. Retirement Plan reported participants rose from 7 in the plan year 2023 filing to 10 in the plan year 2024 filing.
  • S3 Spex, Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • S3 Spex, Inc. Retirement Plan reported net income rose from $164K in the plan year 2023 filing to $178K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 831271739 · S3 Spex, Inc. PY 2024 · 401(k)

S3 Spex, Inc. Retirement Plan · $1M · 10 · 26th

  • PART $1M
  • PART 10
  • PART 26th
  • PART 401(k)
  • PART near Aaron B. Bulleigh, Dds, PLLC 401(k)
  • PART ind #2192

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 North Carolina →

S3 Spex, Inc. Retirement Plan in the asset neighbourhood

S3 Spex, Inc. Retirement Plan$1MAaron B. Bulleigh, Dds, PLLC 401(k)Aaron B. Bulleigh, Dds, PLLC…$1MHolloway, Dobson & Bachman, PLLC 401(k) Profit Sharing PlanHolloway, Dobson & Bachman, …$1MMax Solutions 401(k) Plan$1MAmpersand Adventures, Inc. 401(k) PlanAmpersand Adventures, Inc. 4…$1M
End-of-year total assets ($M) among S3 Spex, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$178K
Employer EIN831271739
Plan Effective Date2018-08-08
Filing StatusFILING RECEIVED

Sponsor Plan History (S3 Spex, Inc.)

Sponsor-wide plan assets over time

All S3 Spex, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 30.962054593462756% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M 202220232024 $1.11M $1.45M ▲ +30.6%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 7 $1M
2024 1 10 $1M

Nearby 401(k) Plans in North Carolina

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

S3 Spex, Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants S3 Spex, Inc. Retirement Plan, Total assets ($B): 0.00144728 · Participants: 10S3 Spex, Inc. Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
S3 Spex, Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare S3 Spex, Inc. Retirement Plan side-by-side with 3 peers →

S3 Spex, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Aaron B. Bulleigh, Dds, PLLC 401(k) in NV ($1M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 S3 Spex, Inc. Retirement Plan assets move in 2024? ▼
S3 Spex, Inc. Retirement Plan grew at a solid clip - up 14.0% during 2024, from $1M to $1M. Reported net income was $178K.
How have S3 Spex, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S3 Spex, Inc.'s sponsor-wide assets grew 31.0%, from $1M to $1M.
Which 401(k) plans are similar in size to S3 Spex, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aaron B. Bulleigh, Dds, PLLC 401(k) in NV ($1M, 7 participants).
Which 401(k) plans cover a similar participant headcount to S3 Spex, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hero Home Services 401(k) Plan in MN (10 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 831271739.

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.