Profit Sharing · DOL Form 5500 · 2022

Spencer Financial, LLC Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
28th
Percentile by assets National rank
$640,982
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Spencer Financial, LLC Profit Sharing Plan · Sponsored by Spencer Financial, LLC · Massachusetts · Finance & Insurance

$1M in assets, 2 participants

Spencer Financial, LLC's Spencer Financial, LLC Profit Sharing Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,717 in Finance & Insurance (9,261 peers)

Spencer Financial, LLC multi-year trail

Spencer Financial, LLC's plans moved +64.5% in assets from 2022 to 2024; this filing shows Spencer Financial, LLC Profit Sharing Plan at $1M / 2 participants.

#1,717
in Finance & Insurance (9,261 peers)
-12.5%
assets change YoY

The plan reported a net loss of $183K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Spencer Financial, LLC Profit Sharing Plan among the smaller filed plans by assets

Spencer Financial, LLC Profit Sharing Plan vs every filed plan by assets

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

$1,281,963 28th percentile higher than 28% 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 Financial, LLC Profit Sharing 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 Financial, LLC Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 202118749 · Spencer Financial, LLC PY 2022 · Profit Sharing

Spencer Financial, LLC Profit Sharing Plan · $1M · 2 · 28th

  • ASSETS $1M
  • PCT 2
  • EIN 28th
  • RANK Profit Sharing
  • PHOTO near Mary P. File Md Standard Prototype Profit Sharing Plan and Trust
  • IND ind #1717

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Spencer Financial, LLC Profit Sharing Plan in the asset neighbourhood

Spencer Financial, LLC Profit Sharing PlanSpencer Financial, LLC Profi…$1MMary P. File Md Standard Prototype Profit Sharing Plan and TrustMary P. File Md Standard Pro…$1MTriple S Farms Profit Sharing PlanTriple S Farms Profit Sharin…$1MAngel M. Molina Profit Sharing Retirement PlanAngel M. Molina Profit Shari…$1MCastnet Holdings Inc. Retirement PlanCastnet Holdings Inc. Retire…$1M
End-of-year total assets ($M) among Spencer Financial, LLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Spencer Financial, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Spencer Financial, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 64.48696257224272% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.28M $2.11M ▲ +64.8%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $2M
2024 1 2 $2M

Spencer Financial, LLC filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$183K
Employer EIN202118749
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Spencer Financial, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Spencer Financial, LLC Profit Sharing Plan, Total assets ($B): 0.001281963 · Participants: 2Spencer Financial, LLC Profit Sharing PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 12.088048631 · Participants: 74556Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 0.873013175 · Participants: 12106Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.635251544 · Participants: 4216Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.573445261 · Participants: 5008The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.540464451 · Participants: 2153Sheet Metal Workers Local 17 Annuity Income Fund
Spencer Financial, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Spencer Financial, LLC Profit Sharing Plan side-by-side with 3 peers →

Spencer Financial, LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Mary P. File Md Standard Prototype Profit Sharing Plan and Trust in OH ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Financial, LLC Profit Sharing Plan assets move in 2022? ▼
Spencer Financial, LLC Profit Sharing Plan pulled back noticeably - down 12.5% during 2022, from $1M to $1M. Reported net income was -$183K.
How have Spencer Financial, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spencer Financial, LLC's sponsor-wide assets grew 64.5%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Spencer Financial, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mary P. File Md Standard Prototype Profit Sharing Plan and Trust in OH ($1M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Spencer Financial, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 202118749.

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.