401(k) · DOL Form 5500 · 2024
Samco Properties Inc 401(k) Plan
Data updated 2026-08-25
- $162M
- Total assets Near avg plan size
- 16
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $10.1M
- Avg per participant High balance/head
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.
- #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.
- #19,051
- in Professional & Technical Services (20,173 peers)
- +4.6%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan's outsized position by total assets
Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$162,115,778 Top 7% higher than 93% 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
Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing 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. Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing 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
- 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.
Published 5500 schedule card
Filing strip 592396906 · Samco Properties Inc PY 2024 · 401(k)
Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan · $162M · 16 · 93rd
- BOOK $162M
- VS-ST 16
- BOY 93rd
- SCH 401(k)
- EBSA near Miller Nash LLP 401(k) Plan
- PART ind #19051
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 Florida →
Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $155M |
|---|---|
| Net Assets (End of Year) | $132M |
| Net Income | $11M |
| Employer EIN | 592396906 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Samco Properties Inc)
Sponsor-wide plan assets over time
All Samco Properties Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $162M 9.971167430103877% vs 2022
- 2024 filing year
| 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.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Miller Nash LLP 401(k) Plan in OR ($162M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($162M here).
- Miller Nash LLP 401(k) Plan (OR) $162M · 272
- Coborn's Incorporated Employees Profit Sharing 401(k) Plan (MN) $162M · 7,217
- Cirrus Design Corporation 401(k) Plan (MN) $162M · 2,460
- Smart National Supplemental Savings Plan (VA) $162M · 12,046
Similar participant headcount
Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.
- I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust (OH) 16 · 0 off
- Texas Midwest Emergency Physicians PA 401(k) Profit Sharing Plan & Trust (TX) 16 · 0 off
- River's Edge Dental Clinic 401(k)/Profit Sharing Plan (MN) 16 · 0 off
- Kelley-Mackenzie Auto Parts, Inc. 401(k) Profit Sharing Plan and Trust (NH) 16 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.