401(k) · DOL Form 5500 · 2024

Spring Arbor Management, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
1,375
Participants Near avg headcount
60th
Percentile by assets National rank
$8,730
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Spring Arbor Management 401(k) Plan · Sponsored by Spring Arbor Management, LLC · Florida · Healthcare & Social Assistance

$12M in assets, 1,375 participants

Spring Arbor Management, LLC's Spring Arbor Management 401(k) Plan reported $12M in total assets and 1,375 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #10,994 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

Spring Arbor Management 401(k) Plan covers 1,375 participants in Florida, 2.2x the typical Florida plan (state average ~628 per filing). Assets: $12M.

#10,994
in Healthcare & Social Assistance (16,916 peers)
+19.8%
assets growth YoY

Spring Arbor Management 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Spring Arbor Management 401(k) Plan vs every filed plan by assets

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

$12,004,022 Top 40% higher than 60% 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

Spring Arbor Management 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spring Arbor Management 401(k) Plan lands in the large band (1,375 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spring Arbor Management 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Spring Arbor Management 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Spring Arbor Management 401(k) Plan reported participants rose from 1,349 in the plan year 2023 filing to 1,375 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 843550203 · Spring Arbor Management, LLC PY 2024 · 401(k)

Spring Arbor Management 401(k) Plan · $12M · 1,375 · 60th

  • SCH $12M
  • SCH 1,375
  • SCH 60th
  • SCH 401(k)
  • SCH near Freeberg Industrial Fabrication Corporation 401(k) Plan
  • SCH ind #10994

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Spring Arbor Management 401(k) Plan in the asset neighbourhood

Spring Arbor Management 401(k) PlanSpring Arbor Management 401(…$12MFreeberg Industrial Fabrication Corporation 401(k) PlanFreeberg Industrial Fabricat…$12MConnector Specialists Inc 401(k) Profit Sharing Plan & TrustConnector Specialists Inc 40…$12MBill Burko Rv Retirement Plan$12MBrennan Industries, Inc. 401(k) Retirement PlanBrennan Industries, Inc. 401…$12M
End-of-year total assets ($M) among Spring Arbor Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN843550203
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spring Arbor Management, LLC)

Sponsor-wide plan assets over time

All Spring Arbor Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 45.06700575191315% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.27M $12M ▲ +45.1%
Year Plans Participants Total Assets
2022 1 1,209 $8M
2023 1 1,349 $10M
2024 1 1,375 $12M

Nearby 401(k) Plans in Florida

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

Spring Arbor Management 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Spring Arbor Management 401(k) Plan, Total assets ($B): 0.012004022 · Participants: 1375Spring Arbor Management 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Spring Arbor Management 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Spring Arbor Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Freeberg Industrial Fabrication Corporation 401(k) Plan in CA ($12M); by covered participants it is C3i Solutions 401(k) Plan in PA (1,375 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,375 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 Spring Arbor Management 401(k) Plan assets move in 2024?
Spring Arbor Management 401(k) Plan grew sharply - up 19.8% during 2024, from $10M to $12M. Reported net income was $2M.
How have Spring Arbor Management, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Spring Arbor Management, LLC's sponsor-wide assets grew 45.1%, from $8M to $12M.
Which 401(k) plans are similar in size to Spring Arbor Management 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Freeberg Industrial Fabrication Corporation 401(k) Plan in CA ($12M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Spring Arbor Management 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is C3i Solutions 401(k) Plan in PA (1,375 participants, N/A in assets).