Profit Sharing · DOL Form 5500 · 2022
Joel B. Spaulding & Company, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $989K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $494,692
- Avg per participant High balance/head
Official DOL plan name: Joel B. Spaulding & Company, Inc. Profit Sharing Plan · Sponsored by Joel B. Spaulding & Company, Inc. · Tennessee · Professional & Technical Services
$989K in assets, 2 participants
Joel B. Spaulding & Company, Inc.'s Joel B. Spaulding & Company, Inc. Profit Sharing Plan reported $989K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.
- #4,543 in Professional & Technical Services (21,562 peers)
2022 asset change
Joel B. Spaulding & Company, Inc. Profit Sharing Plan pulled back noticeably 11.2% in 2022 ($1M → $989K) for 2 participants.
- #4,543
- in Professional & Technical Services (21,562 peers)
- -11.2%
- assets change YoY
The plan reported a net loss of $125K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Joel B. Spaulding & Company, Inc. Profit Sharing Plan among the smaller filed plans by assets
Joel B. Spaulding & Company, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$989,384 25th percentile higher than 25% 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
Joel B. Spaulding & Company, Inc. Profit Sharing 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. Joel B. Spaulding & Company, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
Published 5500 schedule card
Filing strip 620796931 · Joel B. Spaulding & Company, Inc. PY 2022 · Profit Sharing
Joel B. Spaulding & Company, Inc. Profit Sharing Plan · $989K · 2 · 25th
- EBSA $989K
- EBSA 2
- EBSA 25th
- EBSA Profit Sharing
- EBSA near Quality Produce Shippers, Inc Profit Sharing Plan and Trust
- EBSA ind #4543
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 Tennessee →
Joel B. Spaulding & Company, Inc. Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $989K |
| Net Income | -$125K |
| Employer EIN | 620796931 |
| Plan Effective Date | 1968-12-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Tennessee
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ballad Health 401(a) Plan $463M · 5,937
- Shreveport Electrical Industry Profit Sharing Plan $77M · 740
- New Orleans Electrical Annuity Plan $66M · 1,451
- Ulps Employee Savings Plan $54M · 236
- University School of Nashville Retirement Plan $34M · 209
Joel B. Spaulding & Company, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Tennessee, the nearest Profit Sharing by assets is Quality Produce Shippers, Inc Profit Sharing Plan and Trust in IL ($989K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($989K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.