Profit Sharing · DOL Form 5500 · 2022
David Spatafore Consulting Group Profit Sharing Plan
Data updated 2026-08-25
- $876K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $292,019
- Avg per participant High balance/head
Official DOL plan name: David Spatafore Consulting Group Retirement Plan · Sponsored by David Spatafore Consulting Group · Utah · Professional & Technical Services
$876K in assets, 3 participants
David Spatafore Consulting Group's David Spatafore Consulting Group Retirement Plan reported $876K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.
- #4,270 in Professional & Technical Services (21,562 peers)
2022 asset change
David Spatafore Consulting Group Retirement Plan pulled back noticeably 9.5% in 2022 ($968K → $876K) for 3 participants.
- #4,270
- in Professional & Technical Services (21,562 peers)
- -9.5%
- assets change YoY
The plan reported a net loss of $92K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
David Spatafore Consulting Group Retirement Plan among the smaller filed plans by assets
David Spatafore Consulting Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$876,058 24th percentile higher than 24% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
David Spatafore Consulting Group Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David Spatafore Consulting Group Retirement Plan is a micro filing (3 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 870528677 · David Spatafore Consulting Group PY 2022 · Profit Sharing
David Spatafore Consulting Group Retirement Plan · $876K · 3 · 24th
- NET $876K
- NET 3
- NET 24th
- NET Profit Sharing
- NET near Alfredo Aponte Cordova Profit Sharing Retirement Plan
- NET ind #4270
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 Utah →
David Spatafore Consulting Group Retirement Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $968K |
|---|---|
| Net Assets (End of Year) | $876K |
| Net Income | -$92K |
| Employer EIN | 870528677 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Utah
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Wgu Retirement Savings Plan $327M · 7,193
- Dyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment Plan $289M · 2,328
- Management & Training Corporation Retirement Plan $163M · 5,762
- Parsons Behle & Latimer Profit Sharing Plan & Trust $131M · 229
- Rio Tinto Alcan 401(k) Savings Plan for Former Employees $109M · N/A
David Spatafore Consulting Group Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Utah, the nearest Profit Sharing by assets is Alfredo Aponte Cordova Profit Sharing Retirement Plan in PR ($876K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($876K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.