401(k) · DOL Form 5500 · 2024

Sphero, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 84
Participants Small participant base: 49th
Percentile by assets National rank: $84,385
Avg per participant Below avg balance/head

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Official DOL plan name: Sphero Retirement Savings Plan · Sponsored by Sphero, Inc. · Texas · Manufacturing

$7M in assets, 84 participants

Sphero, Inc.'s Sphero Retirement Savings Plan reported $7M in total assets and 84 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

#5,799 in Manufacturing (17,777 peers)

Sphero, Inc. multi-year trail

Sphero, Inc.'s plans moved +112.3% in assets from 2022 to 2024; this filing shows Sphero Retirement Savings Plan at $7M / 84 participants.

#5,799
in Manufacturing (17,777 peers): +41.9%
assets growth YoY

Sphero Retirement Savings Plan's mid-pack asset rank among Manufacturing and all filers

Sphero Retirement Savings Plan vs every filed plan by assets

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

$7,088,335 49th percentile higher than 49% 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

Sphero Retirement Savings 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. Sphero Retirement Savings Plan is a small filing (84 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Sphero Retirement Savings Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Sphero Retirement Savings Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Sphero Retirement Savings Plan reported participants rose from 81 in the plan year 2023 filing to 84 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 271947501 · Sphero, Inc. PY 2024 · 401(k)

Sphero Retirement Savings Plan · $7M · 84 · 49th

VS-ST $7M
VS-ST 84
VS-ST 49th
VS-ST 401(k)
VS-ST near Acemco Savings & Investment Plan
VS-ST ind #5799

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 Manufacturing retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Sphero Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sphero, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $7M 112.25495862002468% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	68	$3M
2023	1	81	$5M
2024	1	84	$7M

Sphero, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$7M
Net Income	$2M
Employer EIN	271947501
Plan Effective Date	2016-03-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Sphero Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Sphero Retirement Savings Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Acemco Savings & Investment Plan in MI ($7M); by covered participants it is Sentrillion Savings Investment Plan in AZ (84 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Acemco Savings & Investment Plan (MI) $7M · 135
Open Exchange, Inc. 401(k) Plan (MA) $7M · 113
Healthcare Access Maryland Retirement Savings Plan (MD) $7M · 199
Makovicka-Harms Group, P.C. 401(k) Profit Sharing Plan (NE) $7M · 140

Similar participant headcount

Nearest other-state filings by covered participants (84 participants); asset peers above are excluded.

Sentrillion Savings Investment Plan (AZ) 84 · 0 off
John Youngblood Motor's Salary Savings & Profit Sharing Plan (MO) 84 · 0 off
Avadim Health 401(k) Retirement Plan (NC) 84 · 0 off
Harvey Construction Corporation 401(k) Plan (NH) 84 · 0 off

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 Sphero Retirement Savings Plan assets move in 2024? ▼

Sphero Retirement Savings Plan surged - up 41.9% during 2024, from $5M to $7M. Reported net income was $2M.

How have Sphero, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sphero, Inc.'s sponsor-wide assets grew 112.3%, from $3M to $7M.

Which 401(k) plans are similar in size to Sphero Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Acemco Savings & Investment Plan in MI ($7M, 135 participants).

Which 401(k) plans cover a similar participant headcount to Sphero Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Sentrillion Savings Investment Plan in AZ (84 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 271947501.