Profit Sharing · DOL Form 5500 · 2022

Spiegel & Demars Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
43rd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Spiegel & Demars Self-Employed Retirement Plan & Trust · Sponsored by Spiegel & Demars · Illinois · Professional & Technical Services

$4M in assets, 3 participants

Spiegel & Demars's Spiegel & Demars Self-Employed Retirement Plan & Trust reported $4M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,782 in Professional & Technical Services (21,562 peers)

2022 asset change

Spiegel & Demars Self-Employed Retirement Plan & Trust declined sharply 16.1% in 2022 ($4M → $4M) for 3 participants.

#8,782
in Professional & Technical Services (21,562 peers)
-16.1%
assets change YoY

The plan reported a net loss of $673K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Spiegel & Demars Self-Employed Retirement Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Spiegel & Demars Self-Employed Retirement Plan & Trust vs every filed plan by assets

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

$3,502,077 43rd percentile higher than 43% 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

Spiegel & Demars Self-Employed Retirement Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spiegel & Demars Self-Employed Retirement Plan & Trust is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 366545687 · Spiegel & Demars PY 2022 · Profit Sharing

Spiegel & Demars Self-Employed Retirement Plan & Trust · $4M · 3 · 43rd

  • PCT $4M
  • PCT 3
  • PCT 43rd
  • PCT Profit Sharing
  • PCT near Kishek International, Inc. Profit Sharing Plan
  • PCT ind #8782

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 Illinois →

Spiegel & Demars Self-Employed Retirement Plan & Trust in the asset neighbourhood

Spiegel & Demars Self-Employed Retirement Plan & TrustSpiegel & Demars Self-Employ…$4MKishek International, Inc. Profit Sharing PlanKishek International, Inc. P…$4MCornea Consultants of Nashville, PLLC Profit Sharing PlanCornea Consultants of Nashvi…$4MFalletti's Finer Foods, Inc. Profit Sharing PlanFalletti's Finer Foods, Inc.…$4MCrooks Farms, Inc. Profit Sharing PlanCrooks Farms, Inc. Profit Sh…$4M
End-of-year total assets ($M) among Spiegel & Demars Self-Employed Retirement Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Spiegel & Demars years around the 2022 move

Sponsor-wide plan assets over time

All Spiegel & Demars plans reported in each filing year

Latest sponsor-wide plan assets
$4M 9.872455688438604% vs 2022
2023 filing year
$3.4M$3.6M$3.8M$4M 20222023 $3.5M $3.85M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 3 $4M

2022 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$673K
Employer EIN366545687
Plan Effective Date1983-04-20
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Illinois

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

Spiegel & Demars Self-Employed Retirement Plan & Trust vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Spiegel & Demars Self-Employed Retirement Plan & Trust, Total assets ($B): 0.003502077 · Participants: 3Spiegel & Demars Self-Employed Retirement Plan & TrustW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 2.979108031 · Participants: 17181W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 2.855707618 · Participants: 21985Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.451303819 · Participants: 4327Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.415984134 · Participants: 16140Mid-America Carpenters Regional Council Supplemental Retirement PlanAccenture United States Discretionary Profit Sharing Plan, Total assets ($B): 0.893156479 · Participants: 10992Accenture United States Discretionary Profit Sharing Plan
Spiegel & Demars Self-Employed Retirement Plan & Trust vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Spiegel & Demars Self-Employed Retirement Plan & Trust side-by-side with 3 peers →

Spiegel & Demars Self-Employed Retirement Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Kishek International, Inc. Profit Sharing Plan in CA ($4M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Spiegel & Demars Self-Employed Retirement Plan & Trust assets move in 2022? ▼
Spiegel & Demars Self-Employed Retirement Plan & Trust declined sharply - down 16.1% during 2022, from $4M to $4M. Reported net income was -$673K.
How have Spiegel & Demars plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Spiegel & Demars's sponsor-wide assets grew 9.9%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Spiegel & Demars Self-Employed Retirement Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Kishek International, Inc. Profit Sharing Plan in CA ($4M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Spiegel & Demars Self-Employed Retirement Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A 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 366545687.

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.