401(k) · DOL Form 5500 · 2022

Spencer Medical Solutions LLC 401(k) Plan

Data updated 2026-08-25

$137K
Total assets Small plan by assets
2
Participants Small participant base
8th
Percentile by assets National rank
$68,470
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Spencer Medical Solutions Safe Harbor 401(k) Plan · Sponsored by Spencer Medical Solutions LLC · South Carolina · Healthcare & Social Assistance

$137K in assets, 2 participants

Spencer Medical Solutions LLC's Spencer Medical Solutions Safe Harbor 401(k) Plan reported $137K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,085 in Healthcare & Social Assistance (20,060 peers)

Spencer Medical Solutions LLC multi-year trail

Spencer Medical Solutions LLC's plans moved +85.6% in assets from 2022 to 2024; this filing shows Spencer Medical Solutions Safe Harbor 401(k) Plan at $137K / 2 participants.

#1,085
in Healthcare & Social Assistance (20,060 peers)
+9.4%
assets growth YoY

Spencer Medical Solutions Safe Harbor 401(k) Plan among the smaller filed plans by assets

Spencer Medical Solutions Safe Harbor 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$136,939 8th percentile higher than 8% of 139,123 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 2022

Spencer Medical Solutions Safe Harbor 401(k) 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. Spencer Medical Solutions Safe Harbor 401(k) Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 463534436 · Spencer Medical Solutions LLC PY 2022 · 401(k)

Spencer Medical Solutions Safe Harbor 401(k) Plan · $137K · 2 · 8th

  • ASSETS $137K
  • PCT 2
  • EIN 8th
  • RANK 401(k)
  • PHOTO near Aidia 401(k) Trust
  • IND ind #1085

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 Healthcare & Social Assistance retirement plans → · Plans in South Carolina →

Spencer Medical Solutions Safe Harbor 401(k) Plan in the asset neighbourhood

Spencer Medical Solutions Safe Harbor 401(k) PlanSpencer Medical Solutions Sa…$137KAidia 401(k) Trust$137KDream Big Transportation Inc 401(k) PlanDream Big Transportation Inc…$137KCorrtrac Systems Corporation Profit Sharing Plan and TrustCorrtrac Systems Corporation…$137KEllie O, Co. 401(k) Plan$137K
End-of-year total assets ($M) among Spencer Medical Solutions Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Spencer Medical Solutions LLC multi-year asset trail

Sponsor-wide plan assets over time

All Spencer Medical Solutions LLC plans reported in each filing year

Latest sponsor-wide plan assets
$254K 85.64762412461023% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M$0.3M 202220232024 $0.14M $0.25M ▲ +78.6%
Year Plans Participants Total Assets
2022 1 2 $137K
2023 1 2 $197K
2024 1 2 $254K

Spencer Medical Solutions LLC filing trail (2022)

Total Assets (Beginning of Year)$125K
Net Assets (End of Year)$137K
Net Income$12K
Employer EIN463534436
Plan Effective Date2018-09-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Spencer Medical Solutions Safe Harbor 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Spencer Medical Solutions Safe Harbor 401(k) Plan, Total assets ($B): 0.000136939 · Participants: 2Spencer Medical Solutions Safe Harbor 401(k) PlanMichelin 401(k) Savings Plan, Total assets ($B): 3.615828322 · Participants: 13708Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.219673264 · Participants: 7829The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.214442524 · Participants: 9714Sonoco Retirement & Savings PlanThe Milliken Retirement Plan, Total assets ($B): 1.154082573 · Participants: 6185The Milliken Retirement PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.085276125 · Participants: 11881Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Spencer Medical Solutions Safe Harbor 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Spencer Medical Solutions Safe Harbor 401(k) Plan side-by-side with 3 peers →

Spencer Medical Solutions Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Aidia 401(k) Trust in FL ($137K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($137K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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.

Frequently Asked Questions

How did Spencer Medical Solutions Safe Harbor 401(k) Plan assets move in 2022? ▼
Spencer Medical Solutions Safe Harbor 401(k) Plan grew at a solid clip - up 9.4% during 2022, from $125K to $137K. Reported net income was $12K.
How have Spencer Medical Solutions LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spencer Medical Solutions LLC's sponsor-wide assets grew 85.6%, from $137K to $254K.
Where does Spencer Medical Solutions Safe Harbor 401(k) Plan rank by assets among Form 5500 filers? ▼
Spencer Medical Solutions Safe Harbor 401(k) Plan ranks in the 8th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Spencer Medical Solutions Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aidia 401(k) Trust in FL ($137K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Spencer Medical Solutions Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463534436.

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.