401(k) · DOL Form 5500 · 2022

Updike, Kelly & Spellacy, P.C. 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
77
Participants Small participant base
89th
Percentile by assets National rank
$725,784
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Updike, Kelly & Spellacy, P.C. Profit Sharing Plan · Sponsored by Updike, Kelly & Spellacy, P.C. · Connecticut · Professional & Technical Services

$56M in assets, 77 participants

Updike, Kelly & Spellacy, P.C.'s Updike, Kelly & Spellacy, P.C. Profit Sharing Plan reported $56M in total assets and 77 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #19,399 in Professional & Technical Services (21,562 peers)

Where Updike, Kelly & Spellacy, P.C. Profit Sharing Plan sits by assets

Updike, Kelly & Spellacy, P.C. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $56M for 77 participants (~$725,784/participant), down 15.5% in 2022.

#19,399
in Professional & Technical Services (21,562 peers)
-15.5%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Updike, Kelly & Spellacy, P.C. Profit Sharing Plan's outsized position by total assets

Updike, Kelly & Spellacy, P.C. Profit Sharing Plan vs every filed plan by assets

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

$55,885,403 Top 11% higher than 89% 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

Updike, Kelly & Spellacy, P.C. 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. Updike, Kelly & Spellacy, P.C. Profit Sharing Plan is a small filing (77 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 060859435 · Updike, Kelly & Spellacy, P.C. PY 2022 · 401(k)

Updike, Kelly & Spellacy, P.C. Profit Sharing Plan · $56M · 77 · 89th

  • 5500 $56M
  • 5500 77
  • 5500 89th
  • 5500 401(k)
  • 5500 near Preferred Pump & Equipment, L.P. 401(k) Plan
  • 5500 ind #19399

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 Connecticut →

Updike, Kelly & Spellacy, P.C. Profit Sharing Plan in the asset neighbourhood

Mizuho Osi 401(k) Savings PlanMizuho Osi 401(k) Savings Pl…$56MUpdike, Kelly & Spellacy, P.C. Profit Sharing PlanUpdike, Kelly & Spellacy, P.…$56MPreferred Pump & Equipment, L.P. 401(k) PlanPreferred Pump & Equipment, …$56MEnt and Allergy Associates, LLP 401(k) Profit Sharing Plan IIEnt and Allergy Associates, …$56MThe Community Preservation Corporation Employees' Retirement Savings PlanThe Community Preservation C…$56M
End-of-year total assets ($M) among Updike, Kelly & Spellacy, P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$56M
Net Income-$10M
Employer EIN060859435
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Updike, Kelly & Spellacy, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Updike, Kelly & Spellacy, P.C. Profit Sharing Plan, Total assets ($B): 0.055885403 · Participants: 77Updike, Kelly & Spellacy, P.C. Profit Sharing PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Updike, Kelly & Spellacy, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Updike, Kelly & Spellacy, P.C. Profit Sharing Plan side-by-side with 3 peers →

Updike, Kelly & Spellacy, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Preferred Pump & Equipment, L.P. 401(k) Plan in TX ($56M); by covered participants it is Accend Services, Inc. 401(k) Plan in MN (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Updike, Kelly & Spellacy, P.C. Profit Sharing Plan assets move in 2022? ▼
Updike, Kelly & Spellacy, P.C. Profit Sharing Plan declined sharply - down 15.5% during 2022, from $66M to $56M. Reported net income was -$10M.
Where does Updike, Kelly & Spellacy, P.C. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Updike, Kelly & Spellacy, P.C. Profit Sharing Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Updike, Kelly & Spellacy, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Preferred Pump & Equipment, L.P. 401(k) Plan in TX ($56M, 594 participants).
Which 401(k) plans cover a similar participant headcount to Updike, Kelly & Spellacy, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Accend Services, Inc. 401(k) Plan in MN (77 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 060859435.

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.