401(k) · DOL Form 5500 · 2024

Spartan Management LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
354
Participants Below avg headcount
39th
Percentile by assets National rank
$11,921
Avg per participant Low balance/head
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Official DOL plan name: Spartan Management, LLC 401(k) Plan · Sponsored by Spartan Management LLC · Oregon · Retail Trade

$4M in assets, 354 participants

Spartan Management LLC's Spartan Management, LLC 401(k) Plan reported $4M in total assets and 354 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,029 in Retail Trade (8,048 peers)

Spartan Management LLC multi-year trail

Spartan Management LLC's plans moved +13.0% in assets from 2022 to 2024; this filing shows Spartan Management, LLC 401(k) Plan at $4M / 354 participants.

#4,029
in Retail Trade (8,048 peers)
+9.2%
assets growth YoY

Spartan Management, LLC 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Spartan Management, LLC 401(k) Plan vs every filed plan by assets

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

$4,220,095 39th percentile higher than 39% 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

Spartan Management, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spartan Management, LLC 401(k) Plan sits mid-pack in the medium band (354 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spartan Management, LLC 401(k) Plan reported net income rose from $184K in the plan year 2023 filing to $355K in the plan year 2024 filing.
  • Spartan Management, LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Spartan Management, LLC 401(k) Plan reported participants fell from 375 in the plan year 2023 filing to 354 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 274384090 · Spartan Management LLC PY 2024 · 401(k)

Spartan Management, LLC 401(k) Plan · $4M · 354 · 39th

  • BOOK $4M
  • VS-ST 354
  • BOY 39th
  • SCH 401(k)
  • EBSA near 1st Choice Cabinetry, LLC 401(k) Retirement Plan
  • PART ind #4029

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 Retail Trade retirement plans → · Plans in Oregon →

Spartan Management, LLC 401(k) Plan in the asset neighbourhood

Spartan Management, LLC 401(k) PlanSpartan Management, LLC 401(…$4M1st Choice Cabinetry, LLC 401(k) Retirement Plan1st Choice Cabinetry, LLC 40…$4MDraken International, Inc. 401(k) PlanDraken International, Inc. 4…$4MCryostar Industries Inc. Retirement PlanCryostar Industries Inc. Ret…$4MMolin Concrete Production Employees 401(k)Molin Concrete Production Em…$4M
End-of-year total assets ($M) among Spartan Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Spartan Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Spartan Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 13.002067998400868% vs 2022
2024 filing year
$3.6M$3.8M$4M$4.2M$4.4M 202220232024 $3.73M $4.22M ▲ +13.1%
Year Plans Participants Total Assets
2022 1 373 $4M
2023 1 375 $4M
2024 1 354 $4M

Spartan Management LLC filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$355K
Employer EIN274384090
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Spartan Management, LLC 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Spartan Management, LLC 401(k) Plan, Total assets ($B): 0.004220095 · Participants: 354Spartan Management, LLC 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Spartan Management, LLC 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Spartan Management, LLC 401(k) Plan side-by-side with 3 peers →

Spartan Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is 1st Choice Cabinetry, LLC 401(k) Retirement Plan in NC ($4M); by covered participants it is Harper Systems, Inc. 401(k) Plan in TX (354 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (354 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 Spartan Management, LLC 401(k) Plan assets move in 2024? ▼
Spartan Management, LLC 401(k) Plan grew at a solid clip - up 9.2% during 2024, from $4M to $4M. Reported net income was $355K.
How have Spartan Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spartan Management LLC's sponsor-wide assets grew 13.0%, from $4M to $4M.
Which 401(k) plans are similar in size to Spartan Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 1st Choice Cabinetry, LLC 401(k) Retirement Plan in NC ($4M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Spartan Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Harper Systems, Inc. 401(k) Plan in TX (354 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 274384090.

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.