401(k) · DOL Form 5500 · 2024

Poyner Spruill LLP 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
172
Participants Small participant base
88th
Percentile by assets National rank
$417,167
Avg per participant High balance/head
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Official DOL plan name: Poyner Spruill LLP Savings and Retirement Plan · Sponsored by Poyner Spruill LLP · North Carolina · Professional & Technical Services

$72M in assets, 172 participants

Poyner Spruill LLP's Poyner Spruill LLP Savings and Retirement Plan reported $72M in total assets and 172 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #17,917 in Professional & Technical Services (20,173 peers)

Coverage in North Carolina

Poyner Spruill LLP Savings and Retirement Plan covers 172 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $72M.

#17,917
in Professional & Technical Services (20,173 peers)
+9.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Poyner Spruill LLP Savings and Retirement Plan's outsized position by total assets

Poyner Spruill LLP Savings and Retirement Plan vs every filed plan by assets

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

$71,752,691 Top 12% higher than 88% 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

Poyner Spruill LLP Savings and Retirement 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. Poyner Spruill LLP Savings and Retirement Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Poyner Spruill LLP Savings and Retirement Plan end-of-year assets rose from $65M in the plan year 2023 filing to $72M in the plan year 2024 filing.
  • Poyner Spruill LLP Savings and Retirement Plan reported net income rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Poyner Spruill LLP Savings and Retirement Plan reported participants rose from 169 in the plan year 2023 filing to 172 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 561493995 · Poyner Spruill LLP PY 2024 · 401(k)

Poyner Spruill LLP Savings and Retirement Plan · $72M · 172 · 88th

  • EBSA $72M
  • EBSA 172
  • EBSA 88th
  • EBSA 401(k)
  • EBSA near Butler-Fairman & Seufert, Inc. 401(k)/ Profit Sharing Plan
  • EBSA ind #17917

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 North Carolina →

Poyner Spruill LLP Savings and Retirement Plan in the asset neighbourhood

Sprinklr 401(k) Plan$72MShore United Bank 401(k) Plan$72MKubicki Draper, P.a. 401(k) PlanKubicki Draper, P.a. 401(k) …$72MPoyner Spruill LLP Savings and Retirement PlanPoyner Spruill LLP Savings a…$72MButler-Fairman & Seufert, Inc. 401(k)/ Profit Sharing PlanButler-Fairman & Seufert, In…$72M
End-of-year total assets ($M) among Poyner Spruill LLP Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$72M
Net Income$6M
Employer EIN561493995
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Poyner Spruill LLP)

Sponsor-wide plan assets over time

All Poyner Spruill LLP plans reported in each filing year

Latest sponsor-wide plan assets
$72M 20.955025399265573% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $59.3M $71.8M ▲ +21.0%
Year Plans Participants Total Assets
2022 1 158 $59M
2023 1 169 $65M
2024 1 172 $72M

Nearby 401(k) Plans in North Carolina

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

Poyner Spruill LLP Savings and Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Poyner Spruill LLP Savings and Retirement Plan, Total assets ($B): 0.071752691 · Participants: 172Poyner Spruill LLP Savings and 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
Poyner Spruill LLP Savings and Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Poyner Spruill LLP Savings and Retirement Plan side-by-side with 3 peers →

Poyner Spruill LLP Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Butler-Fairman & Seufert, Inc. 401(k)/ Profit Sharing Plan in IN ($72M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($72M here).

Similar participant headcount

Nearest other-state filings by covered participants (172 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 Poyner Spruill LLP Savings and Retirement Plan assets move in 2024? ▼
Poyner Spruill LLP Savings and Retirement Plan grew at a solid clip - up 9.9% during 2024, from $65M to $72M. Reported net income was $6M.
How have Poyner Spruill LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Poyner Spruill LLP's sponsor-wide assets grew 21.0%, from $59M to $72M.
Where does Poyner Spruill LLP Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Poyner Spruill LLP Savings and Retirement Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Poyner Spruill LLP Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Butler-Fairman & Seufert, Inc. 401(k)/ Profit Sharing Plan in IN ($72M, 203 participants).
Which 401(k) plans cover a similar participant headcount to Poyner Spruill LLP Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants, $999K 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 561493995.

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.