Current Snapshot
Latest Year
2024
2024 Participants
122
2024 Assets
$427,385
2024 Contributions
$254
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 122 | $427,385 | $254 | $2iApproximate average salary by contribution assumption: employee only about $52 at 4% or $35 at 6%; with 50% employer match about $35 at 4% or $23 at 6%; with 100% employer match about $26 at 4% or $17 at 6%. |
| Sizemore Inc. 401(K) Plan | - | 122 | $427,385 | $254 | $2iApproximate average salary by contribution assumption: employee only about $52 at 4% or $35 at 6%; with 50% employer match about $35 at 4% or $23 at 6%; with 100% employer match about $26 at 4% or $17 at 6%. |
| 2023 | 1 | 51 | $163,806 | $3,485 | $68iApproximate average salary by contribution assumption: employee only about $1,708 at 4% or $1,139 at 6%; with 50% employer match about $1,139 at 4% or $759 at 6%; with 100% employer match about $854 at 4% or $569 at 6%. |
| Sizemore Inc. 401(K) Plan | - | 51 | $163,806 | $3,485 | $68iApproximate average salary by contribution assumption: employee only about $1,708 at 4% or $1,139 at 6%; with 50% employer match about $1,139 at 4% or $759 at 6%; with 100% employer match about $854 at 4% or $569 at 6%. |
| 2022 | 1 | 39 | $139,325 | $2,131 | $55iApproximate average salary by contribution assumption: employee only about $1,366 at 4% or $911 at 6%; with 50% employer match about $911 at 4% or $607 at 6%; with 100% employer match about $683 at 4% or $455 at 6%. |
| Sizemore Inc. 401(K) Plan | - | 39 | $139,325 | $2,131 | $55iApproximate average salary by contribution assumption: employee only about $1,366 at 4% or $911 at 6%; with 50% employer match about $911 at 4% or $607 at 6%; with 100% employer match about $683 at 4% or $455 at 6%. |
| 2021 | 1 | 13 | $211,523 | $2,063 | $159iApproximate average salary by contribution assumption: employee only about $3,967 at 4% or $2,645 at 6%; with 50% employer match about $2,645 at 4% or $1,763 at 6%; with 100% employer match about $1,984 at 4% or $1,322 at 6%. |
| Sizemore Inc. 401(K) Plan | - | 13 | $211,523 | $2,063 | $159iApproximate average salary by contribution assumption: employee only about $3,967 at 4% or $2,645 at 6%; with 50% employer match about $2,645 at 4% or $1,763 at 6%; with 100% employer match about $1,984 at 4% or $1,322 at 6%. |
| 2020 | 1 | 4 | $98,786 | $3,445 | $861iApproximate average salary by contribution assumption: employee only about $21,531 at 4% or $14,354 at 6%; with 50% employer match about $14,354 at 4% or $9,569 at 6%; with 100% employer match about $10,766 at 4% or $7,177 at 6%. |
| Sizemore Inc. 401(K) Plan | - | 4 | $98,786 | $3,445 | $861iApproximate average salary by contribution assumption: employee only about $21,531 at 4% or $14,354 at 6%; with 50% employer match about $14,354 at 4% or $9,569 at 6%; with 100% employer match about $10,766 at 4% or $7,177 at 6%. |
| 2019 | 1 | 13 | $109,939 | $3,959 | $305iApproximate average salary by contribution assumption: employee only about $7,613 at 4% or $5,076 at 6%; with 50% employer match about $5,076 at 4% or $3,384 at 6%; with 100% employer match about $3,807 at 4% or $2,538 at 6%. |
| Sizemore Inc. 401(K) Plan | - | 13 | $109,939 | $3,959 | $305iApproximate average salary by contribution assumption: employee only about $7,613 at 4% or $5,076 at 6%; with 50% employer match about $5,076 at 4% or $3,384 at 6%; with 100% employer match about $3,807 at 4% or $2,538 at 6%. |
| 2018 | 1 | 13 | $125,928 | $3,679 | $283iApproximate average salary by contribution assumption: employee only about $7,075 at 4% or $4,717 at 6%; with 50% employer match about $4,717 at 4% or $3,144 at 6%; with 100% employer match about $3,538 at 4% or $2,358 at 6%. |
| Sizemore Inc. 401(K) Plan | - | 13 | $125,928 | $3,679 | $283iApproximate average salary by contribution assumption: employee only about $7,075 at 4% or $4,717 at 6%; with 50% employer match about $4,717 at 4% or $3,144 at 6%; with 100% employer match about $3,538 at 4% or $2,358 at 6%. |
| 2017 | 1 | 13 | $298,326 | $349,385 | $26,876iApproximate average salary by contribution assumption: employee only about $671,894 at 4% or $447,929 at 6%; with 50% employer match about $447,929 at 4% or $298,620 at 6%; with 100% employer match about $335,947 at 4% or $223,965 at 6%. |
| Sizemore Inc. 401(K) Plan | - | 13 | $298,326 | $349,385 | $26,876iApproximate average salary by contribution assumption: employee only about $671,894 at 4% or $447,929 at 6%; with 50% employer match about $447,929 at 4% or $298,620 at 6%; with 100% employer match about $335,947 at 4% or $223,965 at 6%. |