401(k) · DOL Form 5500 · 2022

Spitzer Management, Inc. 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
632
Participants Below avg headcount
91st
Percentile by assets National rank
$121,586
Avg per participant Near avg balance/head
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Official DOL plan name: Spitzer Management Inc Profit Sharing and Savings Plan · Sponsored by Spitzer Management, Inc. · Ohio · Professional & Technical Services

$77M in assets, 632 participants

Spitzer Management, Inc.'s Spitzer Management Inc Profit Sharing and Savings Plan reported $77M in total assets and 632 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #19,914 in Professional & Technical Services (21,562 peers)

Where Spitzer Management Inc Profit Sharing and Savings Plan sits by assets

Spitzer Management Inc Profit Sharing and Savings Plan sits in the top 10% of all filed plans by assets, $77M for 632 participants (~$121,586/participant), down 30.0% in 2022.

#19,914
in Professional & Technical Services (21,562 peers)
-30.0%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $33M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Spitzer Management Inc Profit Sharing and Savings Plan's outsized position by total assets

Spitzer Management Inc Profit Sharing and Savings Plan vs every filed plan by assets

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

$76,842,267 Top 9% higher than 91% 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

Spitzer Management Inc Profit Sharing and Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spitzer Management Inc Profit Sharing and Savings Plan sits mid-pack in the medium band (632 participants).

Form 5500 schedule snapshot

Filing strip 340795747 · Spitzer Management, Inc. PY 2022 · 401(k)

Spitzer Management Inc Profit Sharing and Savings Plan · $77M · 632 · 91st

  • EIN $77M
  • EIN 632
  • EIN 91st
  • EIN 401(k)
  • EIN near Sweet Rewards Retirement Plan
  • EIN ind #19914

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 Ohio →

Spitzer Management Inc Profit Sharing and Savings Plan in the asset neighbourhood

Kyowa Kirin 401(k) Retirement PlanKyowa Kirin 401(k) Retiremen…$77MPerformance Bankers, Inc. Retirement Savings PlanPerformance Bankers, Inc. Re…$77MSpitzer Management Inc Profit Sharing and Savings PlanSpitzer Management Inc Profi…$77MSweet Rewards Retirement Plan$77MMarketaxess Corporation 401(k) Profit Sharing PlanMarketaxess Corporation 401(…$77M
End-of-year total assets ($M) among Spitzer Management Inc Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$76M
Net Income-$33M
Employer EIN340795747
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spitzer Management, Inc.)

Sponsor-wide plan assets over time

All Spitzer Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$107M 38.732469982958726% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $76.8M $107M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 632 $77M
2023 1 712 $89M
2024 1 781 $107M

Nearby 401(k) Plans in Ohio

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

Spitzer Management Inc Profit Sharing and Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Spitzer Management Inc Profit Sharing and Savings Plan, Total assets ($B): 0.076842267 · Participants: 632Spitzer Management Inc Profit Sharing and Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Spitzer Management Inc Profit Sharing and Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Spitzer Management Inc Profit Sharing and Savings Plan side-by-side with 3 peers →

Spitzer Management Inc Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Sweet Rewards Retirement Plan in NY ($77M); by covered participants it is Adelphoi USA, Inc. Tax Deferred Annuity Plan in PA (632 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($77M here).

Similar participant headcount

Nearest other-state filings by covered participants (632 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 Spitzer Management Inc Profit Sharing and Savings Plan assets move in 2022? ▼
Spitzer Management Inc Profit Sharing and Savings Plan declined sharply - down 30.0% during 2022, from $110M to $77M. Reported net income was -$33M.
How have Spitzer Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spitzer Management, Inc.'s sponsor-wide assets grew 38.7%, from $77M to $107M.
Where does Spitzer Management Inc Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
Spitzer Management Inc Profit Sharing and Savings Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Spitzer Management Inc Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sweet Rewards Retirement Plan in NY ($77M, 807 participants).
Which 401(k) plans cover a similar participant headcount to Spitzer Management Inc Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Adelphoi USA, Inc. Tax Deferred Annuity Plan in PA (632 participants, $22M 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 340795747.

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.