Profit Sharing · DOL Form 5500 · 2022
Spencer, Hager and Mosdell, PC Profit Sharing Plan
Data updated 2026-08-25
- $608K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $86,791
- Avg per participant Below avg balance/head
Official DOL plan name: Spencer, Hager & Mosdell Defined Contribution Plan · Sponsored by Spencer, Hager and Mosdell, PC · Virginia · Professional & Technical Services
$608K in assets, 7 participants
Spencer, Hager and Mosdell, PC's Spencer, Hager & Mosdell Defined Contribution Plan reported $608K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.
- #3,505 in Professional & Technical Services (21,562 peers)
Spencer, Hager and Mosdell, PC multi-year trail
Spencer, Hager and Mosdell, PC's plans moved +54.2% in assets from 2022 to 2024; this filing shows Spencer, Hager & Mosdell Defined Contribution Plan at $608K / 7 participants.
- #3,505
- in Professional & Technical Services (21,562 peers)
- -15.5%
- assets change YoY
The plan reported a net loss of $112K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Spencer, Hager & Mosdell Defined Contribution Plan among the smaller filed plans by assets
Spencer, Hager & Mosdell Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$607,537 20th percentile higher than 20% 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
Spencer, Hager & Mosdell Defined Contribution 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, Hager & Mosdell Defined Contribution Plan is a micro filing (7 participants), the leftmost band.
DOL schedule card
Filing strip 541467814 · Spencer, Hager and Mosdell, PC PY 2022 · Profit Sharing
Spencer, Hager & Mosdell Defined Contribution Plan · $608K · 7 · 20th
- IND $608K
- EOY 7
- 5500 20th
- ASSETS Profit Sharing
- PCT near Womack Industries Profit Sharing Plan
- EIN ind #3505
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 Virginia →
Spencer, Hager & Mosdell Defined Contribution Plan in the asset neighbourhood
Spencer, Hager and Mosdell, PC multi-year asset trail
Sponsor-wide plan assets over time
All Spencer, Hager and Mosdell, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $937K 54.23505070473074% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $608K |
| 2023 | 1 | 7 | $764K |
| 2024 | 1 | 7 | $937K |
Spencer, Hager and Mosdell, PC filing trail (2022)
| Total Assets (Beginning of Year) | $719K |
|---|---|
| Net Assets (End of Year) | $608K |
| Net Income | -$112K |
| Employer EIN | 541467814 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Virginia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $889M · 4,858
- Carpenter Co. Profit-Sharing Plan $263M · 2,096
- American Institutes for Research Tax Deferred Annuity Plan $225M · 1,097
- Analytic Services Inc. Defined Contribution Retirement Plan $178M · 343
- Smart National Supplemental Savings Plan $118M · 8,759
Spencer, Hager & Mosdell Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Virginia, the nearest Profit Sharing by assets is Womack Industries Profit Sharing Plan in MD ($608K); by covered participants it is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($608K here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Central Home Health Care Inc. Profit Sharing Plan (MI) 7 · 0 off
- Loberg & Loberg Profit Sharing Plan (WI) 7 · 0 off
- Howson & Simon LLP Profit Sharing Plan (CA) 7 · 0 off
- Sqaf Inc. Retirement Plan (GA) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.