401(k) · DOL Form 5500 · 2024

Scribe Opco, Inc. Dba Koozie Group 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
1,359
Participants Near avg headcount
81st
Percentile by assets National rank
$28,874
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Koozie Group 401(k) Savings and Investment Plan · Sponsored by Scribe Opco, Inc. Dba Koozie Group · Florida · Professional & Technical Services

$39M in assets, 1,359 participants

Scribe Opco, Inc. Dba Koozie Group's Koozie Group 401(k) Savings and Investment Plan reported $39M in total assets and 1,359 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,478 in Professional & Technical Services (20,173 peers)

Coverage in Florida

Koozie Group 401(k) Savings and Investment Plan covers 1,359 participants in Florida, 2.2x the typical Florida plan (state average ~628 per filing). Assets: $39M.

#16,478
in Professional & Technical Services (20,173 peers)
+14.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Koozie Group 401(k) Savings and Investment Plan's outsized position by total assets

Koozie Group 401(k) Savings and Investment Plan vs every filed plan by assets

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

$39,240,189 Top 19% higher than 81% 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

Koozie Group 401(k) Savings and Investment 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. Koozie Group 401(k) Savings and Investment Plan lands in the large band (1,359 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Koozie Group 401(k) Savings and Investment Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Koozie Group 401(k) Savings and Investment Plan end-of-year assets rose from $34M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • Koozie Group 401(k) Savings and Investment Plan reported participants fell from 1,458 in the plan year 2023 filing to 1,359 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 821795538 · Scribe Opco, Inc. Dba Koozie Group PY 2024 · 401(k)

Koozie Group 401(k) Savings and Investment Plan · $39M · 1,359 · 81st

  • EOY $39M
  • 5500 1,359
  • ASSETS 81st
  • PCT 401(k)
  • EIN near Integrated Data Services Employees' 401(k) Plan
  • RANK ind #16478

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 →

Koozie Group 401(k) Savings and Investment Plan in the asset neighbourhood

Allegheny Financial Group, Ltd. 401(k) PlanAllegheny Financial Group, L…$39MKoozie Group 401(k) Savings and Investment PlanKoozie Group 401(k) Savings …$39MIntegrated Data Services Employees' 401(k) PlanIntegrated Data Services Emp…$39MUnitedlex 401(k) Plan$39MShipco Transport Inc 401(k) PlanShipco Transport Inc 401(k) …$39M
End-of-year total assets ($M) among Koozie Group 401(k) Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$39M
Net Income$5M
Employer EIN821795538
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scribe Opco, Inc. Dba Koozie Group)

Sponsor-wide plan assets over time

All Scribe Opco, Inc. Dba Koozie Group plans reported in each filing year

Latest sponsor-wide plan assets
$39M 38.55578185125734% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $28.3M $39.2M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 1,445 $28M
2023 5 7,457 $95M
2024 1 1,359 $39M

Nearby 401(k) Plans in Florida

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

Koozie Group 401(k) Savings and Investment Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Koozie Group 401(k) Savings and Investment Plan, Total assets ($B): 0.039240189 · Participants: 1359Koozie Group 401(k) Savings and Investment 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
Koozie Group 401(k) Savings and Investment Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Koozie Group 401(k) Savings and Investment Plan side-by-side with 3 peers →

Koozie Group 401(k) Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Integrated Data Services Employees' 401(k) Plan in NV ($39M); by covered participants it is Sara Lee Frozen Bakery 401(k) Plan in IL (1,359 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,359 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 Koozie Group 401(k) Savings and Investment Plan assets move in 2024? ▼
Koozie Group 401(k) Savings and Investment Plan grew at a solid clip - up 14.4% during 2024, from $34M to $39M. Reported net income was $5M.
How have Scribe Opco, Inc. Dba Koozie Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scribe Opco, Inc. Dba Koozie Group's sponsor-wide assets grew 38.6%, from $28M to $39M.
Where does Koozie Group 401(k) Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Koozie Group 401(k) Savings and Investment Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Koozie Group 401(k) Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Integrated Data Services Employees' 401(k) Plan in NV ($39M, 272 participants).
Which 401(k) plans cover a similar participant headcount to Koozie Group 401(k) Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sara Lee Frozen Bakery 401(k) Plan in IL (1,359 participants, $52M 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 821795538.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.