401(k) · DOL Form 5500 · 2024

Spear Group, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
459
Participants Below avg headcount
64th
Percentile by assets National rank
$32,111
Avg per participant Low balance/head
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Official DOL plan name: Spear Group, LLC 401(k) Retirement Plan and Trust · Sponsored by Spear Group, LLC · Georgia · Administrative & Support Services

$15M in assets, 459 participants

Spear Group, LLC's Spear Group, LLC 401(k) Retirement Plan and Trust reported $15M in total assets and 459 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #3,520 in Administrative & Support Services (4,368 peers)

Coverage in Georgia

Spear Group, LLC 401(k) Retirement Plan and Trust covers 459 participants in Georgia, about 42% of the average Georgia filer (state average ~1,096 per filing). Assets: $15M.

#3,520
in Administrative & Support Services (4,368 peers)
+33.0%
assets growth YoY

Spear Group, LLC 401(k) Retirement Plan and Trust's mid-pack asset rank among Administrative & Support Services and all filers

Spear Group, LLC 401(k) Retirement Plan and Trust vs every filed plan by assets

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

$14,739,074 Top 36% higher than 64% 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

Spear Group, LLC 401(k) Retirement Plan and Trust 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. Spear Group, LLC 401(k) Retirement Plan and Trust sits mid-pack in the medium band (459 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spear Group, LLC 401(k) Retirement Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Spear Group, LLC 401(k) Retirement Plan and Trust end-of-year assets rose from $11M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Spear Group, LLC 401(k) Retirement Plan and Trust reported participants rose from 430 in the plan year 2023 filing to 459 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 582629438 · Spear Group, LLC PY 2024 · 401(k)

Spear Group, LLC 401(k) Retirement Plan and Trust · $15M · 459 · 64th

  • PCT $15M
  • EIN 459
  • RANK 64th
  • PHOTO 401(k)
  • IND near Episcopal Community Services 401(k) Plan
  • EOY ind #3520

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 Administrative & Support Services retirement plans → · Plans in Georgia →

Spear Group, LLC 401(k) Retirement Plan and Trust in the asset neighbourhood

Spear Group, LLC 401(k) Retirement Plan and TrustSpear Group, LLC 401(k) Reti…$15MEpiscopal Community Services 401(k) PlanEpiscopal Community Services…$15MChrist Panos Food Corporation 401(k) and Profit Sharing PlanChrist Panos Food Corporatio…$15MBett-a-Way Traffic Systems, Inc. 401(k) PlanBett-a-Way Traffic Systems, …$15MO'rourke Wrecking Company Profit Sharing PlanO'rourke Wrecking Company Pr…$15M
End-of-year total assets ($M) among Spear Group, LLC 401(k) Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income$4M
Employer EIN582629438
Plan Effective Date2023-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spear Group, LLC)

Sponsor-wide plan assets over time

All Spear Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 32.97676360235212% vs 2023
2024 filing year
$10M$12M$14M$16M 20232024 $11.1M $14.7M ▲ +33.0%
Year Plans Participants Total Assets
2023 1 430 $11M
2024 1 459 $15M

Nearby 401(k) Plans in Georgia

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

Spear Group, LLC 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Spear Group, LLC 401(k) Retirement Plan and Trust, Total assets ($B): 0.014739074 · Participants: 459Spear Group, LLC 401(k) Retirement Plan and TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Spear Group, LLC 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants

Spear Group, LLC 401(k) Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Episcopal Community Services 401(k) Plan in CA ($15M); by covered participants it is Servpro Industries, LLC 401(k) Plan in TN (459 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (459 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 Spear Group, LLC 401(k) Retirement Plan and Trust assets move in 2024?
Spear Group, LLC 401(k) Retirement Plan and Trust surged - up 33.0% during 2024, from $11M to $15M. Reported net income was $4M.
How have Spear Group, LLC plan assets changed over time?
Across 2 plan years on file (2023-2024), Spear Group, LLC's sponsor-wide assets grew 33.0%, from $11M to $15M.
Which 401(k) plans are similar in size to Spear Group, LLC 401(k) Retirement Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Episcopal Community Services 401(k) Plan in CA ($15M, 418 participants).
Which 401(k) plans cover a similar participant headcount to Spear Group, LLC 401(k) Retirement Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Servpro Industries, LLC 401(k) Plan in TN (459 participants, $56M in assets).