401(k) · DOL Form 5500 · 2022

Spectrum Equity Management, Inc. 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
64
Participants Small participant base
87th
Percentile by assets National rank
$683,589
Avg per participant High balance/head
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Official DOL plan name: Spectrum Equity Management, Inc. Profit Sharing Retirement Plan · Sponsored by Spectrum Equity Management, Inc. · California · Finance & Insurance

$44M in assets, 64 participants

Spectrum Equity Management, Inc.'s Spectrum Equity Management, Inc. Profit Sharing Retirement Plan reported $44M in total assets and 64 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,301 in Finance & Insurance (9,261 peers)

Where Spectrum Equity Management, Inc. Profit Sharing Retirement Plan sits by assets

Spectrum Equity Management, Inc. Profit Sharing Retirement Plan sits in the top quartile of all filed plans by assets, $44M for 64 participants (~$683,589/participant), down 20.0% in 2022.

#7,301
in Finance & Insurance (9,261 peers)
-20.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Spectrum Equity Management, Inc. Profit Sharing Retirement Plan's outsized position by total assets

Spectrum Equity Management, Inc. Profit Sharing Retirement Plan vs every filed plan by assets

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

$43,749,694 Top 13% higher than 87% 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

Spectrum Equity Management, Inc. Profit Sharing Retirement 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. Spectrum Equity Management, Inc. Profit Sharing Retirement Plan is a small filing (64 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 043190022 · Spectrum Equity Management, Inc. PY 2022 · 401(k)

Spectrum Equity Management, Inc. Profit Sharing Retirement Plan · $44M · 64 · 87th

  • ASSETS $44M
  • ASSETS 64
  • ASSETS 87th
  • ASSETS 401(k)
  • ASSETS near Porter Wright Morris & Arthur LLP Employee 401(k) Retirement Plan
  • ASSETS ind #7301

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 Finance & Insurance retirement plans → · Plans in California →

Spectrum Equity Management, Inc. Profit Sharing Retirement Plan in the asset neighbourhood

Spectrum Equity Management, Inc. Profit Sharing Retirement PlanSpectrum Equity Management, …$44MPorter Wright Morris & Arthur LLP Employee 401(k) Retirement PlanPorter Wright Morris & Arthu…$44MMclaren Employees' 401(k) Retirement PlanMclaren Employees' 401(k) Re…$44MPeak-Ryzex, Inc. 401(k) Retirement PlanPeak-Ryzex, Inc. 401(k) Reti…$44MJasper Products L.L.C. 401(k) PlanJasper Products L.L.C. 401(k…$44M
End-of-year total assets ($M) among Spectrum Equity Management, Inc. Profit Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$44M
Net Income-$11M
Employer EIN043190022
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spectrum Equity Management, Inc.)

Sponsor-wide plan assets over time

All Spectrum Equity Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$67M 52.867860058632644% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.8M $66.9M ▲ +52.9%
Year Plans Participants Total Assets
2022 1 64 $44M
2023 1 70 $53M
2024 1 72 $67M

Nearby 401(k) Plans in California

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

Spectrum Equity Management, Inc. Profit Sharing Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Spectrum Equity Management, Inc. Profit Sharing Retirement Plan, Total assets ($B): 0.043749694 · Participants: 64Spectrum Equity Management, Inc. Profit Sharing Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Spectrum Equity Management, Inc. Profit Sharing Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Spectrum Equity Management, Inc. Profit Sharing Retirement Plan side-by-side with 3 peers →

Spectrum Equity Management, Inc. Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Porter Wright Morris & Arthur LLP Employee 401(k) Retirement Plan in OH ($44M); by covered participants it is Boise Floor Covering and Design Profit Sharing and 401(k) Plan in ID (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Spectrum Equity Management, Inc. Profit Sharing Retirement Plan assets move in 2022? ▼
Spectrum Equity Management, Inc. Profit Sharing Retirement Plan declined sharply - down 20.0% during 2022, from $55M to $44M. Reported net income was -$11M.
How have Spectrum Equity Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spectrum Equity Management, Inc.'s sponsor-wide assets grew 52.9%, from $44M to $67M.
Where does Spectrum Equity Management, Inc. Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Spectrum Equity Management, Inc. Profit Sharing Retirement Plan ranks in the 87th 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 Spectrum Equity Management, Inc. Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Porter Wright Morris & Arthur LLP Employee 401(k) Retirement Plan in OH ($44M, 281 participants).
Which 401(k) plans cover a similar participant headcount to Spectrum Equity Management, Inc. Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Boise Floor Covering and Design Profit Sharing and 401(k) Plan in ID (64 participants, $4M 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 043190022.

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.