401(k) · DOL Form 5500 · 2022

Spagnolo/Gisness & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
98
Participants Small participant base
64th
Percentile by assets National rank
$99,250
Avg per participant Below avg balance/head
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Official DOL plan name: Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan · Sponsored by Spagnolo/Gisness & Associates, Inc. · Massachusetts · Professional & Technical Services

$10M in assets, 98 participants

Spagnolo/Gisness & Associates, Inc.'s Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan reported $10M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,607 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan holds $10M for 98 participants - about $99,250 per participant, above the median plan by assets.

#13,607
in Professional & Technical Services (21,562 peers)
-7.4%
assets change YoY

The plan reported a net loss of $777K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,726,525 Top 36% higher than 64% 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

Spagnolo/Gisness & Associates, Inc 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. Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan is a small filing (98 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 043110104 · Spagnolo/Gisness & Associates, Inc. PY 2022 · 401(k)

Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan · $10M · 98 · 64th

  • EIN $10M
  • RANK 98
  • PHOTO 64th
  • IND 401(k)
  • EOY near Src 401(k) Plan
  • 5500 ind #13607

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 Massachusetts →

Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing PlanSpagnolo/Gisness & Associate…$10MSrc 401(k) Plan$10MKwik Lok Corporation 401(k) Profit Sharing Plan and TrustKwik Lok Corporation 401(k) …$10MStoops Automotive Group 401(k) Profit Sharing Plan & TrustStoops Automotive Group 401(…$10MGraco Interests, Inc. Profit Sharing PlanGraco Interests, Inc. Profit…$10M
End-of-year total assets ($M) among Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$777K
Employer EIN043110104
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spagnolo/Gisness & Associates, Inc.)

Sponsor-wide plan assets over time

All Spagnolo/Gisness & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 4.571807505763878% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M 202220232024 $9.73M $10.2M ▲ +4.5%
Year Plans Participants Total Assets
2022 1 98 $10M
2023 1 123 $9M
2024 1 82 $10M

Nearby 401(k) Plans in Massachusetts

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

Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.009726525 · Participants: 98Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Src 401(k) Plan in CA ($10M); by covered participants it is Sierra7 401(k) Plan in VA (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan assets move in 2022? ▼
Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan pulled back noticeably - down 7.4% during 2022, from $11M to $10M. Reported net income was -$777K.
How have Spagnolo/Gisness & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spagnolo/Gisness & Associates, Inc.'s sponsor-wide assets grew 4.6%, from $10M to $10M.
Which 401(k) plans are similar in size to Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Src 401(k) Plan in CA ($10M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sierra7 401(k) Plan in VA (98 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 043110104.

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.