401(k) · DOL Form 5500 · 2024

Samco Properties Inc 401(k) Plan

Data updated 2026-08-11

$162M
Total assets
16
Participants
93rd
Percentile by assets
$10.1M
Avg per participant
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Official DOL plan name: Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan · Sponsored by Samco Properties Inc · Florida · Professional & Technical Services

$162M in assets, 16 participants

Samco Properties Inc's Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan reported $162M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 123,622 plans)
  • #19,051 in Professional & Technical Services (20,173 peers)

Where Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan sits by assets

Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $162M for 16 participants (~$10.1M/participant), up 4.6% in 2024.

$162M
total plan assets (2024 EOY)
16
covered participants
93rd
percentile by assets (of 123,622 plans)
$10.1M
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan reported participants rose from 15 in the plan year 2023 filing to 16 in the plan year 2024 filing.
  • Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan end-of-year assets rose from $155M in the plan year 2023 filing to $162M in the plan year 2024 filing.
  • Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan reported net income fell from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan vs the 2024 asset distribution

By assets, Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$155M
Net Assets (End of Year)$132M
Net Income$11M
Employer EIN592396906
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Samco Properties Inc)

$145M$150M$155M$160M$165M 202220232024 $147M $162M ▲ +10.0%
Total plan assets by year, all Samco Properties Inc plans on file
Year Plans Participants Total Assets
2022 1 15 $147M
2023 1 15 $155M
2024 1 16 $162M

Nearby 401(k) Plans in Florida

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

Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Spiegel & Spiegel PA…L3harris Retirement …Savings Plan for Emp…Adp Totalsource Reti…Publix Super Markets…Nextera Energy, Inc.…
Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan assets move in 2024?
Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan edged up modestly - up 4.6% during 2024, from $155M to $162M. Reported net income was $11M.
How have Samco Properties Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Samco Properties Inc's sponsor-wide assets grew 10.0%, from $147M to $162M.
Where does Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Miller Nash LLP 401(k) Plan in OR ($162M, 272 participants).

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