Profit Sharing · DOL Form 5500 · 2024
Spring Investments Inc. Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $227,531
- Avg per participant Above avg balance/head
Official DOL plan name: Spring Investments Inc. Retirement Plan · Sponsored by Spring Investments Inc. · North Carolina · Other Services
$4M in assets, 16 participants
Spring Investments Inc.'s Spring Investments Inc. Retirement Plan reported $4M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #4,651 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Spring Investments Inc. Retirement Plan ranks #4,651 of 7,719 2024 filers by assets (551% of the sector average)-$4M for 16 participants.
- #4,651
- in Other Services (7,719 peers)
- -6.1%
- assets change YoY
The plan reported a net loss of $237K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Spring Investments Inc. Retirement Plan's mid-pack asset rank among Other Services and all filers
Spring Investments Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,640,492 37th percentile higher than 37% 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
Spring Investments Inc. Retirement 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. Spring Investments Inc. Retirement Plan is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Spring Investments Inc. Retirement Plan reported net income fell from $3M in the plan year 2023 filing to -$237K in the plan year 2024 filing.
- Spring Investments Inc. Retirement Plan reported participants rose from 15 in the plan year 2023 filing to 16 in the plan year 2024 filing.
- Spring Investments Inc. Retirement Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 844303575 · Spring Investments Inc. PY 2024 · Profit Sharing
Spring Investments Inc. Retirement Plan · $4M · 16 · 37th
- RANK $4M
- RANK 16
- RANK 37th
- RANK Profit Sharing
- RANK near Blue Sky Dental Retirement Plan
- RANK ind #4651
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 Other Services retirement plans → · Plans in North Carolina →
Spring Investments Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$237K |
| Employer EIN | 844303575 |
| Plan Effective Date | 2020-05-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spring Investments Inc.)
Sponsor-wide plan assets over time
All Spring Investments Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 300% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $910K |
| 2023 | 1 | 15 | $4M |
| 2024 | 1 | 16 | $4M |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $2.5B · 38,137
- Charter Communications, Inc. Retirement Accumulation Plan $1.5B · 96,794
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $121M · 5,933
- Baker & Taylor Retirement Savings Plan $73M · 1,336
- Whap PA Profit Sharing Plan $50M · N/A
Spring Investments Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is Blue Sky Dental Retirement Plan in CA ($4M); by covered participants it is Beaumont Rice Mills, Inc. Profit Sharing Trust in TX (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (16 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.