401(k) · DOL Form 5500 · 2022

Mary Spencer Company 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
48
Participants Small participant base
39th
Percentile by assets National rank
$57,882
Avg per participant Low balance/head
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Official DOL plan name: The Spencer Company 401(k) Profit Sharing Plan · Sponsored by Mary Spencer Company · Texas · Retail Trade

$3M in assets, 48 participants

Mary Spencer Company's The Spencer Company 401(k) Profit Sharing Plan reported $3M in total assets and 48 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,607 in Retail Trade (9,519 peers)

Mary Spencer Company multi-year trail

Mary Spencer Company's plans moved +20.8% in assets from 2022 to 2024; this filing shows The Spencer Company 401(k) Profit Sharing Plan at $3M / 48 participants.

#4,607
in Retail Trade (9,519 peers)
-14.6%
assets change YoY

The plan reported a net loss of $475K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Spencer Company 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

The Spencer Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,778,317 39th percentile higher than 39% 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

The Spencer Company 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Spencer Company 401(k) Profit Sharing Plan is a small filing (48 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 751972805 · Mary Spencer Company PY 2022 · 401(k)

The Spencer Company 401(k) Profit Sharing Plan · $3M · 48 · 39th

  • BOY $3M
  • BOY 48
  • BOY 39th
  • BOY 401(k)
  • BOY near Eden Health, Inc. 401(k) Plan
  • BOY ind #4607

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 Retail Trade retirement plans → · Plans in Texas →

The Spencer Company 401(k) Profit Sharing Plan in the asset neighbourhood

The Spencer Company 401(k) Profit Sharing PlanThe Spencer Company 401(k) P…$3MEden Health, Inc. 401(k) Plan$3MChicago Magnesium Casting Co. 401(k) PlanChicago Magnesium Casting Co…$3MCove Property Management 401(k) PlanCove Property Management 401…$3MDavid a Spott, Md PA Employees' 401(k) Profit Sharing PlanDavid a Spott, Md PA Employe…$3M
End-of-year total assets ($M) among The Spencer Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mary Spencer Company multi-year asset trail

Sponsor-wide plan assets over time

All Mary Spencer Company plans reported in each filing year

Latest sponsor-wide plan assets
$3M 20.764369220646888% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $2.78M $3.36M ▲ +20.9%
Year Plans Participants Total Assets
2022 1 48 $3M
2023 1 40 $3M
2024 1 40 $3M

Mary Spencer Company filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$475K
Employer EIN751972805
Plan Effective Date1994-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

The Spencer Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants The Spencer Company 401(k) Profit Sharing Plan, Total assets ($B): 0.002778317 · Participants: 48The Spencer Company 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
The Spencer Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Spencer Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Spencer Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Eden Health, Inc. 401(k) Plan in NY ($3M); by covered participants it is Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions in IN (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 The Spencer Company 401(k) Profit Sharing Plan assets move in 2022? ▼
The Spencer Company 401(k) Profit Sharing Plan pulled back noticeably - down 14.6% during 2022, from $3M to $3M. Reported net income was -$475K.
How have Mary Spencer Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mary Spencer Company's sponsor-wide assets grew 20.8%, from $3M to $3M.
Which 401(k) plans are similar in size to The Spencer Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eden Health, Inc. 401(k) Plan in NY ($3M, 225 participants).
Which 401(k) plans cover a similar participant headcount to The Spencer Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions in IN (48 participants, $8M 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 751972805.

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.