401(k) · DOL Form 5500 · 2022

Jonathan a. Benjamin, Md and Roger W. Spingarn, Md 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
15
Participants Small participant base
48th
Percentile by assets National rank
$292,855
Avg per participant High balance/head
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Official DOL plan name: Benjamin and Spingarn LLC 401(k) Plan · Sponsored by Jonathan a. Benjamin, Md and Roger W. Spingarn, Md · Massachusetts · Healthcare & Social Assistance

$4M in assets, 15 participants

Jonathan a. Benjamin, Md and Roger W. Spingarn, Md's Benjamin and Spingarn LLC 401(k) Plan reported $4M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #10,672 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Benjamin and Spingarn LLC 401(k) Plan declined sharply 19.8% in 2022 ($5M → $4M) for 15 participants.

#10,672
in Healthcare & Social Assistance (20,060 peers)
-19.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Benjamin and Spingarn LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Benjamin and Spingarn LLC 401(k) Plan vs every filed plan by assets

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

$4,392,827 48th percentile higher than 48% 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

Benjamin and Spingarn LLC 401(k) 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. Benjamin and Spingarn LLC 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 043406604 · Jonathan a. Benjamin, Md and Roger W. Spingarn, Md PY 2022 · 401(k)

Benjamin and Spingarn LLC 401(k) Plan · $4M · 15 · 48th

  • PHOTO $4M
  • IND 15
  • EOY 48th
  • 5500 401(k)
  • ASSETS near Shibley Management, Inc. Profit Sharing Plan and Trust
  • PCT ind #10672

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Benjamin and Spingarn LLC 401(k) Plan in the asset neighbourhood

Benjamin and Spingarn LLC 401(k) PlanBenjamin and Spingarn LLC 40…$4MShibley Management, Inc. Profit Sharing Plan and TrustShibley Management, Inc. Pro…$4M403(b) Thrift Plan of Eggleston Youth Centers, Inc.403(b) Thrift Plan of Eggles…$4MImpexco Enterprises, Inc. Retirement PlanImpexco Enterprises, Inc. Re…$4MTop Turf Inc 401(k) Profit Sharing Plan & TrustTop Turf Inc 401(k) Profit S…$4M
End-of-year total assets ($M) among Benjamin and Spingarn LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Jonathan a. Benjamin, Md and Roger W. Spingarn, Md years around the 2022 move

Sponsor-wide plan assets over time

All Jonathan a. Benjamin, Md and Roger W. Spingarn, Md plans reported in each filing year

Latest sponsor-wide plan assets
$5M 4.950069738689914% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.39M $4.61M ▲ +5.0%
Year Plans Participants Total Assets
2022 1 15 $4M
2023 1 15 $6M
2024 1 14 $5M

2022 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN043406604
Plan Effective Date2006-06-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Benjamin and Spingarn LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Benjamin and Spingarn LLC 401(k) Plan, Total assets ($B): 0.004392827 · Participants: 15Benjamin and Spingarn LLC 401(k) 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
Benjamin and Spingarn LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Benjamin and Spingarn LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Shibley Management, Inc. Profit Sharing Plan and Trust in OH ($4M); by covered participants it is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Benjamin and Spingarn LLC 401(k) Plan assets move in 2022?
Benjamin and Spingarn LLC 401(k) Plan declined sharply - down 19.8% during 2022, from $5M to $4M. Reported net income was -$1M.
How have Jonathan a. Benjamin, Md and Roger W. Spingarn, Md plan assets changed over time?
Across 3 plan years on file (2022-2024), Jonathan a. Benjamin, Md and Roger W. Spingarn, Md's sponsor-wide assets grew 5.0%, from $4M to $5M.
Which 401(k) plans are similar in size to Benjamin and Spingarn LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Shibley Management, Inc. Profit Sharing Plan and Trust in OH ($4M, 237 participants).
Which 401(k) plans cover a similar participant headcount to Benjamin and Spingarn LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants, $526K in assets).